Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
17.8%
% of IYF's 138 holdings also in PFI
53.3%
% of PFI's 45 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus PFI)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.5% | 4.1% | 4.1% |
|
PROGRESSIVE CORP | 2.7% | 2.2% | 2.2% |
|
MARSH & MCLENNAN COS | 2.1% | 2.6% | 2.1% |
|
CHUBB LIMITED | 2.2% | 1.8% | 1.8% |
|
KKR & CO LP | 1.3% | 3.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 12.9% |
|
JPMORGAN CHASE & CO | 5.4% |
|
BANK OF AMERICA CORP | 4.7% |
|
WELLS FARGO & CO | 4.3% |
|
S&P GLOBAL, INC. | 2.8% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
CITIGROUP INC | 2.4% |
|
BLACKROCK INC | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
MORGAN STANLEY | 2.2% |
IYF Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -5.7% |
|
KINSALE CAPITAL GROUP, INC. | -4.9% |
|
ARES MANAGEMENT LP | -4.2% |
|
VISA INC. CLASS A | -3.5% |
|
MR. COOPER GROUP, INC. | -3.0% |
|
APOLLO GLOBAL MANAGEMENT INC. | -2.8% |
|
AMERICAN EXPRESS CO | -2.6% |
|
FIRST CITIZENS BCSHS -CL A | -2.3% |
|
BROWN & BROWN INC | -2.1% |
|
COINBASE GLOBAL, INC. CLASS A | -2.1% |