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
10
Number of overlapping holdings
22.2%
% of PFI's 45 holdings also in KCE
16.7%
% of KCE's 60 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus KCE)
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 KCE |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 1.8% | 1.7% | 1.7% |
|
HOULIHAN LOKEY, INC. CLASS A | 1.7% | 1.7% | 1.7% |
|
ARES MANAGEMENT LP | 4.7% | 1.7% | 1.7% |
|
KKR & CO LP | 3.0% | 1.6% | 1.6% |
|
PIPER JAFFRAY COS | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KCE
|
MASTERCARD INCORPORATED CLASS A | 5.7% |
|
KINSALE CAPITAL GROUP, INC. | 5.1% |
|
JPMORGAN CHASE & CO | 4.1% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.0% |
|
VISA INC. CLASS A | 3.5% |
|
ARES MANAGEMENT LP | 3.0% |
|
ARTHUR J GALLAGHER & CO | 3.0% |
|
MR. COOPER GROUP, INC. | 3.0% |
|
FIRST CITIZENS BCSHS -CL A | 2.7% |
|
AMERICAN EXPRESS CO | 2.6% |
PFI Underweight Relative to KCE
|
B. RILEY FINANCIAL, INC. | -1.9% |
|
VIRTU FINANCIAL, INC. CLASS A | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.9% |
|
STEPSTONE GROUP, INC. CLASS A | -1.8% |
|
MORGAN STANLEY | -1.8% |
|
GOLDMAN SACHS GROUP INC | -1.8% |
|
BLUE OWL CAPITAL INC CLASS A | -1.8% |
|
INTERACTIVE BROKERS GRO-CL A | -1.8% |
|
RAYMOND JAMES FINANCIAL INC | -1.8% |
|
HAMILTON LANE INCORPORATED CLASS A | -1.7% |