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
8
Number of overlapping holdings
17.8%
% of PFI's 45 holdings also in IAK
14.5%
% of IAK's 55 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus IAK)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in IAK |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 2.2% | 15.6% | 2.2% |
|
AMERICAN INTERNATIONAL GROUP | 1.9% | 6.5% | 1.9% |
|
CHUBB LIMITED | 1.8% | 12.6% | 1.8% |
|
KINSALE CAPITAL GROUP, INC. | 5.1% | 1.3% | 1.3% |
|
ERIE INDEMNITY COMPANY-CL A | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to IAK
|
MASTERCARD INCORPORATED CLASS A | 5.7% |
|
ARES MANAGEMENT LP | 4.7% |
|
JPMORGAN CHASE & CO | 4.1% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.0% |
|
KINSALE CAPITAL GROUP, INC. | 3.8% |
|
VISA INC. CLASS A | 3.5% |
|
KKR & CO LP | 3.0% |
|
ARTHUR J GALLAGHER & CO | 3.0% |
|
MR. COOPER GROUP, INC. | 3.0% |
|
COINBASE GLOBAL, INC. CLASS A | 2.9% |
PFI Underweight Relative to IAK
|
PROGRESSIVE CORP | -13.4% |
|
CHUBB LIMITED | -10.8% |
|
TRAVELERS COS INC/THE | -6.1% |
|
METLIFE INC | -5.3% |
|
ALLSTATE CORP | -4.9% |
|
AMERICAN INTERNATIONAL GROUP | -4.6% |
|
AFLAC INC | -4.5% |
|
PRUDENTIAL FINANCIAL INC | -4.5% |
 |
ARCH CAPITAL GROUP LTD | -4.5% |
|
HARTFORD FINANCIAL SVCS GRP | -3.9% |