Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
19%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
IAI
34
HOLDINGS
22%
ALSO IN PFI
PFI
50
HOLDINGS
15%
ALSO IN IAI
SECTOR DRIFT (IAI minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in IAI |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 17.3% | 5.4% | 5.4% |
|
GOLDMAN SACHS GROUP INC | 21.0% | 4.1% | 4.1% |
|
INTERACTIVE BROKERS GRO-CL A | 3.8% | 5.7% | 3.8% |
|
CBOE HOLDINGS INC | 2.4% | 2.3% | 2.3% |
|
CME GROUP INC | 4.0% | 1.6% | 1.6% |
IAI Overweight Relative to PFI
|
GOLDMAN SACHS GROUP INC | 16.8% |
|
MORGAN STANLEY | 11.9% |
|
SCHWAB (CHARLES) CORP | 8.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.4% |
|
MOODY'S CORP | 4.3% |
|
S&P GLOBAL, INC. | 4.1% |
|
INTERCONTINENTALEXCHANGE INC | 4.1% |
|
MSCI INC-A | 3.8% |
|
NASDAQ OMX GROUP/THE | 3.3% |
|
COINBASE GLOBAL, INC. CLASS A | 3.3% |
IAI Underweight Relative to PFI
|
JPMORGAN CHASE & CO | -5.3% |
|
LEMONADE INC | -4.1% |
|
AMERICAN HEALTHC | -3.9% |
|
CITIGROUP INC | -3.4% |
|
SIMON PROPERTY GROUP INC | -3.2% |
|
BANK OF NEW YORK MELLON CORP | -3.2% |
|
WELLTOWER, INC. | -3.1% |
|
STONEX GROUP INC | -2.9% |
|
VENTAS INC | -2.8% |
|
INVESCO LTD | -2.7% |