Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

10
Number of overlapping holdings
22.2%
% of PFI's 45 holdings also in KCE
15.6%
% of KCE's 64 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 | |
---|---|---|---|---|
MORGAN STANLEY | 2.6% | 1.7% | 1.7% | |
AMERIPRISE FINANCIAL INC | 5.2% | 1.6% | 1.6% | |
HOULIHAN LOKEY, INC. CLASS A | 1.7% | 1.6% | 1.6% | |
RAYMOND JAMES FINANCIAL INC | 2.7% | 1.5% | 1.5% | |
JEFFERIES FINANCIAL GROUP INC. | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KCE
MASTERCARD INC-CLASS A | 6.5% | |
PROGRESSIVE CORP | 6.0% | |
GLOBE LIFE INC. | 4.2% | |
VISA INC-CLASS A SHARES | 3.8% | |
AMERIPRISE FINANCIAL INC | 3.6% | |
APOLLO GLOBAL MANAGEMENT INC. | 3.5% | |
ARTHUR J GALLAGHER & CO | 3.2% | |
MARSH & MCLENNAN COS | 2.7% | |
AON PLC CLASS A | 2.7% | |
AMERICAN EXPRESS CO | 2.6% |
PFI Underweight Relative to KCE
COINBASE GLOBAL, INC. CLASS A | -2.3% | |
MARKETAXESS HOLDINGS INC | -2.0% | |
BLACKSTONE GROUP LP/THE | -1.9% | |
FOCUS FINANCIAL PARTNERS, INC. CLASS | -1.8% | |
ARES MANAGEMENT LP | -1.8% | |
CARLYLE GROUP/THE | -1.8% | |
EVERCORE PARTNERS INC-CL A | -1.8% | |
TRADEWEB MARKETS, INC. CLASS A | -1.8% | |
FRANKLIN RESOURCES INC | -1.8% | |
KKR & CO LP | -1.8% |