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
20%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
PFI
50
HOLDINGS
13%
ALSO IN NYNY
NYNY
49
HOLDINGS
12%
ALSO IN PFI
SECTOR DRIFT (PFI minus NYNY)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in NYNY |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.3% | 4.3% | 4.3% |
|
MORGAN STANLEY | 5.4% | 4.1% | 4.1% |
|
GOLDMAN SACHS GROUP INC | 4.1% | 3.8% | 3.8% |
|
CITIGROUP INC | 3.4% | 4.4% | 3.4% |
|
BANK OF NEW YORK MELLON CORP | 3.2% | 3.2% | 3.2% |
PFI Overweight Relative to NYNY
|
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% |
|
CITIZENS FINANCIAL GROUP, INC. | 2.6% |
|
VICTORY CAPITAL HOLDING - A | 2.6% |
PFI Underweight Relative to NYNY
|
PFIZER INC | -5.0% |
|
BLACKROCK INC | -4.2% |
|
AMERICAN EXPRESS CO | -4.2% |
|
VERIZON COMMUNICATIONS INC | -4.2% |
|
S&P GLOBAL, INC. | -3.6% |
|
DATADOG INC CLASS A | -3.1% |
|
BLACKSTONE GROUP LP/THE | -2.8% |
|
MARSH & MCLENNAN COS | -2.7% |
|
TRAVELERS COS INC/THE | -2.4% |
|
MOODY'S CORP | -2.2% |