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
10%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
8%
ALSO IN AAUM
AAUM
24
HOLDINGS
13%
ALSO IN PFI
SECTOR DRIFT (PFI minus AAUM)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in AAUM |
Overlap | |
|---|---|---|---|---|
 |
ARES MANAGEMENT LP | 3.5% | 5.4% | 3.5% |
|
BLACKSTONE GROUP LP/THE | 3.4% | 4.6% | 3.4% |
|
KKR & CO LP | 3.4% | 5.1% | 3.4% |
PFI Overweight Relative to AAUM
|
ROBINHOOD MARKETS, INC. CLASS A | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 5.1% |
|
JPMORGAN CHASE & CO | 4.1% |
|
INTERACTIVE BROKERS GRO-CL A | 3.3% |
|
EVERCORE PARTNERS INC-CL A | 3.2% |
|
AMERICAN EXPRESS CO | 3.1% |
|
SOFI TECHNOLOGIES INC | 2.9% |
|
RAYMOND JAMES FINANCIAL INC | 2.9% |
|
VICTORY CAPITAL HOLDING - A | 2.5% |
|
GOLDMAN SACHS GROUP INC | 2.5% |
PFI Underweight Relative to AAUM
 |
BROOKFIELD CORP | -5.5% |
|
APOLLO GLOBAL MANAGEMENT INC. | -5.4% |
|
STEPSTONE GROUP, INC. CLASS A | -5.2% |
 |
EQT AB | -5.2% |
|
HAMILTON LANE INCORPORATED CLASS A | -5.1% |
|
BROOKFIELD ASSET MGMT-A | -5.0% |
|
BLUE OWL CAPITAL INC CLASS A | -4.9% |
 |
INTERMEDIATE CAPITAL GROUP PLC | -4.9% |
 |
PARTNERS GROUP HOLDING AG | -4.8% |
|
CARLYLE GROUP/THE | -4.7% |