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
20%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
29%
ALSO IN DDIV
DDIV
51
HOLDINGS
22%
ALSO IN PFI
SECTOR DRIFT (PFI minus DDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.1% | 2.5% | 2.5% |
|
GOLDMAN SACHS GROUP INC | 2.5% | 2.6% | 2.5% |
|
WELLTOWER, INC. | 2.4% | 2.5% | 2.4% |
|
BLACKROCK INC | 2.4% | 3.0% | 2.4% |
|
WELLS FARGO & CO | 2.2% | 2.6% | 2.2% |
PFI Overweight Relative to DDIV
|
ROBINHOOD MARKETS, INC. CLASS A | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 5.1% |
|
ARES MANAGEMENT LP | 3.5% |
|
BLACKSTONE GROUP LP/THE | 3.4% |
|
KKR & CO LP | 3.4% |
|
INTERACTIVE BROKERS GRO-CL A | 3.3% |
|
SOFI TECHNOLOGIES INC | 2.9% |
|
VICTORY CAPITAL HOLDING - A | 2.5% |
|
SIMON PROPERTY GROUP INC | 2.4% |
|
AMERICAN EXPRESS CO | 2.4% |
PFI Underweight Relative to DDIV
|
INVESCO LTD | -4.5% |
|
ENTERGY CORP | -4.1% |
|
TARGA RESOURCES CORP | -3.7% |
 |
POPULAR INC | -3.3% |
|
INTL BUSINESS MACHINES CORP | -3.3% |
|
MORGAN STANLEY | -3.1% |
|
CARLYLE GROUP/THE | -3.1% |
|
CITIGROUP INC | -2.8% |
|
FERGUSON ENTERPRISES INC | -2.8% |
|
BANK OF NEW YORK MELLON CORP | -2.7% |