Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
IAI
32
HOLDINGS
30%
ALSO IN PFI
PFI
38
HOLDINGS
24%
ALSO IN IAI
SECTOR DRIFT (IAI minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in IAI |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 6.2% | 5.2% | 5.2% |
|
INTERACTIVE BROKERS GRO-CL A | 2.8% | 3.2% | 2.8% |
|
RAYMOND JAMES FINANCIAL INC | 3.0% | 2.8% | 2.8% |
|
GOLDMAN SACHS GROUP INC | 14.8% | 2.5% | 2.5% |
|
INTERCONTINENTALEXCHANGE INC | 4.2% | 2.3% | 2.3% |
IAI Overweight Relative to PFI
|
GOLDMAN SACHS GROUP INC | 12.3% |
|
MORGAN STANLEY | 11.8% |
|
S&P GLOBAL, INC. | 11.7% |
|
SCHWAB (CHARLES) CORP | 6.6% |
|
COINBASE GLOBAL, INC. CLASS A | 5.0% |
|
MOODY'S CORP | 4.3% |
|
CME GROUP INC | 4.2% |
|
MSCI INC-A | 4.0% |
|
NASDAQ OMX GROUP/THE | 4.0% |
|
LPL FINANCIAL HOLDINGS INC | 2.9% |
IAI Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -4.8% |
|
PROGRESSIVE CORP | -4.2% |
|
ARES MANAGEMENT LP | -4.0% |
|
JPMORGAN CHASE & CO | -3.6% |
|
AMERIPRISE FINANCIAL INC | -3.5% |
|
VISA INC. CLASS A | -3.3% |
|
SOFI TECHNOLOGIES INC | -3.3% |
|
ARTHUR J GALLAGHER & CO | -2.9% |
|
AMERICAN EXPRESS CO | -2.7% |
|
CBRE GROUP, INC. CLASS A | -2.5% |