Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
50.0%
% of PFI's 40 holdings also in FXO
19.6%
% of FXO's 104 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus FXO)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in FXO |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 2.6% | 1.8% | 1.8% |
|
JEFFERIES FINANCIAL GROUP INC. | 2.0% | 1.8% | 1.8% |
|
MGIC INVESTMENT CORP | 1.8% | 1.8% | 1.8% |
|
KKR & CO LP | 3.8% | 1.8% | 1.8% |
 |
ARCH CAPITAL GROUP LTD | 2.6% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to FXO
|
MASTERCARD INCORPORATED CLASS A | 5.3% |
|
JPMORGAN CHASE & CO | 3.7% |
|
ARES MANAGEMENT LP | 3.6% |
|
VISA INC. CLASS A | 3.5% |
|
MR. COOPER GROUP, INC. | 3.0% |
|
AMERICAN EXPRESS CO | 2.9% |
|
MARSH & MCLENNAN COS | 2.5% |
|
VICTORY CAPITAL HOLDING - A | 2.3% |
|
SIMON PROPERTY GROUP INC | 2.3% |
|
PIPER JAFFRAY COS | 2.3% |
PFI Underweight Relative to FXO
|
BERKSHIRE HATHAWAY INC-CL B | -1.8% |
 |
NU HOLDINGS LTD. CLASS A | -1.7% |
|
CINCINNATI FINANCIAL CORP | -1.7% |
|
RENAISSANCERE HOLDINGS LTD | -1.7% |
|
GOLDMAN SACHS GROUP INC | -1.7% |
|
JANUS HENDERSON GROUP PLC | -1.7% |
|
AFFILIATED MANAGERS GROUP | -1.7% |
|
ALLY FINANCIAL INC | -1.6% |
|
ASSURED GUARANTY LTD | -1.6% |
|
EVEREST RE GROUP LTD | -1.5% |