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

15.6%

% of KCE's 64 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
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%
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