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

23.3%

% of PFI's 43 holdings also in KCE

16.9%

% of KCE's 60 holdings also in PFI

Overlap by Weight
Sector Drift (PFI minus KCE)
Overlapping Holdings

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Company Weight
in PFI
Weight
in KCE
Overlap
GOLDMAN SACHS GROUP INC 2.1% 1.7% 1.7%
HOULIHAN LOKEY, INC. CLASS A 2.0% 1.7% 1.7%
STONEX GROUP INC 1.7% 1.8% 1.7%
BLACKROCK INC 2.0% 1.7% 1.7%
VICTORY CAPITAL HOLDING - A 1.7% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KCE
MASTERCARD INCORPORATED CLASS A 6.7%
PROGRESSIVE CORP 6.0%
JPMORGAN CHASE & CO 4.9%
VISA INC. CLASS A 4.1%
AMERIPRISE FINANCIAL INC 3.6%
MR. COOPER GROUP, INC. 3.6%
UNUM GROUP 3.0%
AMERICAN EXPRESS CO 2.9%
BROWN & BROWN INC 2.7%
AXA EQUITABLE HOLDINGS, INC. 2.2%
PFI Underweight Relative to KCE
ROBINHOOD MARKETS, INC. CLASS A -2.9%
COINBASE GLOBAL, INC. CLASS A -2.0%
DONNELLEY FINANCIAL SOLUTIONS, INC. -2.0%
INTERACTIVE BROKERS GRO-CL A -1.9%
EVERCORE PARTNERS INC-CL A -1.9%
LPL FINANCIAL HOLDINGS INC -1.9%
ARES MANAGEMENT LP -1.8%
SCHWAB (CHARLES) CORP -1.8%
VIRTU FINANCIAL, INC. CLASS A -1.8%
NASDAQ OMX GROUP/THE -1.8%
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