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
19%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
PFI
50
HOLDINGS
15%
ALSO IN IAI
IAI
34
HOLDINGS
22%
ALSO IN PFI
SECTOR DRIFT (PFI minus IAI)
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 IAI |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 5.4% | 16.3% | 5.4% |
|
GOLDMAN SACHS GROUP INC | 4.1% | 19.8% | 4.1% |
|
INTERACTIVE BROKERS GRO-CL A | 5.7% | 3.5% | 3.5% |
|
CBOE HOLDINGS INC | 2.3% | 2.5% | 2.3% |
|
CME GROUP INC | 1.6% | 3.9% | 1.6% |
PFI Overweight Relative to IAI
|
JPMORGAN CHASE & CO | 5.3% |
|
LEMONADE INC | 4.1% |
|
AMERICAN HEALTHC | 3.9% |
|
CITIGROUP INC | 3.4% |
|
SIMON PROPERTY GROUP INC | 3.2% |
|
BANK OF NEW YORK MELLON CORP | 3.2% |
|
STONEX GROUP INC | 3.1% |
|
WELLTOWER, INC. | 3.1% |
|
VENTAS INC | 2.8% |
|
INVESCO LTD | 2.7% |
PFI Underweight Relative to IAI
|
GOLDMAN SACHS GROUP INC | -15.6% |
|
MORGAN STANLEY | -10.8% |
|
SCHWAB (CHARLES) CORP | -8.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.8% |
|
MOODY'S CORP | -4.7% |
|
S&P GLOBAL, INC. | -4.4% |
|
INTERCONTINENTALEXCHANGE INC | -4.2% |
|
MSCI INC-A | -4.0% |
|
NASDAQ OMX GROUP/THE | -3.6% |
|
COINBASE GLOBAL, INC. CLASS A | -3.0% |