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
30%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PFI
50
HOLDINGS
19%
ALSO IN KBWB
KBWB
29
HOLDINGS
39%
ALSO IN PFI
SECTOR DRIFT (PFI minus KBWB)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 5.4% | 9.5% | 5.4% |
|
JPMORGAN CHASE & CO | 5.3% | 7.6% | 5.3% |
|
GOLDMAN SACHS GROUP INC | 4.1% | 9.0% | 4.1% |
|
CITIGROUP INC | 3.4% | 4.6% | 3.4% |
|
BANK OF NEW YORK MELLON CORP | 3.2% | 4.2% | 3.2% |
PFI Overweight Relative to KBWB
|
INTERACTIVE BROKERS GRO-CL A | 5.7% |
|
LEMONADE INC | 4.1% |
|
AMERICAN HEALTHC | 3.9% |
|
STONEX GROUP INC | 3.8% |
|
SIMON PROPERTY GROUP INC | 3.2% |
|
WELLTOWER, INC. | 3.1% |
|
VENTAS INC | 2.8% |
|
INVESCO LTD | 2.7% |
|
VICTORY CAPITAL HOLDING - A | 2.6% |
|
WISDOMTREE INVESTMENTS INC | 2.3% |
PFI Underweight Relative to KBWB
|
BANK OF AMERICA CORP | -8.0% |
|
WELLS FARGO & CO | -7.1% |
|
GOLDMAN SACHS GROUP INC | -4.9% |
|
STATE STREET CORP | -4.6% |
|
MORGAN STANLEY | -4.0% |
|
PNC FINANCIAL SERVICES GROUP | -3.8% |
|
US BANCORP | -3.8% |
|
M & T BANK CORP | -3.7% |
|
CAPITAL ONE FINANCIAL CORP | -3.6% |
|
NORTHERN TRUST CORP | -3.6% |