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
4
Number of overlapping holdings
8.9%
% of PFI's 45 holdings also in IPAY
10.8%
% of IPAY's 37 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus IPAY)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 5.8% | 5.8% | 5.8% |
|
VISA INC. CLASS A | 3.5% | 5.7% | 3.5% |
|
COINBASE GLOBAL, INC. CLASS A | 3.1% | 5.9% | 3.1% |
|
AMERICAN EXPRESS CO | 2.4% | 5.9% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to IPAY
|
KINSALE CAPITAL GROUP, INC. | 4.9% |
|
ARES MANAGEMENT LP | 4.6% |
|
JPMORGAN CHASE & CO | 4.2% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.1% |
|
KKR & CO LP | 3.2% |
|
ARTHUR J GALLAGHER & CO | 3.0% |
|
MR. COOPER GROUP, INC. | 2.8% |
|
FIRST CITIZENS BCSHS -CL A | 2.6% |
|
BROWN & BROWN INC | 2.5% |
|
MARSH & MCLENNAN COS | 2.5% |
PFI Underweight Relative to IPAY
|
PAYPAL HOLDINGS, INC. | -6.3% |
|
FISERV, INC. | -5.9% |
|
BLOCK INC. | -5.1% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.8% |
|
CORPAY INC | -4.8% |
|
DISCOVER FINANCIAL SERVICES | -4.8% |
|
WEX INC | -4.5% |
|
TOAST, INC. CLASS A | -4.1% |
 |
ADYEN NV | -4.0% |
|
GLOBAL PAYMENTS INC. | -4.0% |