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
13%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
PFI
50
HOLDINGS
15%
ALSO IN DVLU
DVLU
51
HOLDINGS
14%
ALSO IN PFI
SECTOR DRIFT (PFI minus DVLU)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PFI |
Weight in DVLU |
Overlap | |
|---|---|---|---|---|
 |
CITIGROUP INC | 3.4% | 2.7% | 2.7% |
|
INVESCO LTD | 2.7% | 3.5% | 2.7% |
|
CITIZENS FINANCIAL GROUP, INC. | 2.6% | 2.3% | 2.3% |
 |
POPULAR INC | 2.0% | 2.6% | 2.0% |
|
BANK OF NEW YORK MELLON CORP | 3.2% | 1.4% | 1.4% |
PFI Overweight Relative to DVLU
|
INTERACTIVE BROKERS GRO-CL A | 5.7% |
|
JPMORGAN CHASE & CO | 5.3% |
|
MORGAN STANLEY | 4.4% |
|
LEMONADE INC | 4.1% |
|
AMERICAN HEALTHC | 3.9% |
|
STONEX GROUP INC | 3.8% |
|
SIMON PROPERTY GROUP INC | 3.2% |
|
WELLTOWER, INC. | 3.1% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
VENTAS INC | 2.8% |
PFI Underweight Relative to DVLU
|
REGAL BELOIT CORP | -4.1% |
|
GENERAL MOTORS CO | -3.9% |
|
HF SINCLAIR CORPORATION | -3.6% |
|
SYNNEX CORP | -3.4% |
|
BORGWARNER INC | -3.1% |
|
OSHKOSH CORP | -3.0% |
|
APOLLO GLOBAL MANAGEMENT INC. | -3.0% |
|
PRINCIPAL FINANCIAL GROUP | -3.0% |
|
CENTENE CORP | -2.8% |
|
CVS CAREMARK CORP | -2.7% |