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
10
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
26%
ALSO IN IAI
IAI
32
HOLDINGS
33%
ALSO IN PFI
SECTOR DRIFT (PFI minus IAI)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in IAI |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 6.0% | 5.2% | 5.2% |
|
INTERACTIVE BROKERS GRO-CL A | 3.3% | 3.1% | 3.1% |
|
RAYMOND JAMES FINANCIAL INC | 2.9% | 3.0% | 2.9% |
|
GOLDMAN SACHS GROUP INC | 2.5% | 15.8% | 2.5% |
|
INTERCONTINENTALEXCHANGE INC | 2.2% | 4.2% | 2.2% |
PFI Overweight Relative to IAI
|
MASTERCARD INCORPORATED CLASS A | 5.1% |
|
JPMORGAN CHASE & CO | 4.1% |
|
ARES MANAGEMENT LP | 3.5% |
|
BLACKSTONE GROUP LP/THE | 3.4% |
|
KKR & CO LP | 3.4% |
|
AMERICAN EXPRESS CO | 3.1% |
|
SOFI TECHNOLOGIES INC | 2.9% |
|
VICTORY CAPITAL HOLDING - A | 2.5% |
|
SIMON PROPERTY GROUP INC | 2.4% |
|
WELLTOWER, INC. | 2.4% |
PFI Underweight Relative to IAI
|
MORGAN STANLEY | -13.4% |
|
GOLDMAN SACHS GROUP INC | -13.3% |
|
S&P GLOBAL, INC. | -10.3% |
|
SCHWAB (CHARLES) CORP | -6.0% |
|
COINBASE GLOBAL, INC. CLASS A | -5.0% |
|
CME GROUP INC | -4.8% |
|
MSCI INC-A | -4.4% |
|
MOODY'S CORP | -4.4% |
|
NASDAQ OMX GROUP/THE | -4.3% |
|
LPL FINANCIAL HOLDINGS INC | -2.9% |