Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
PFI
50
HOLDINGS
11%
ALSO IN SAMM
SAMM
35
HOLDINGS
15%
ALSO IN PFI
SECTOR DRIFT (PFI minus SAMM)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in SAMM |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 4.1% | 3.0% | 3.0% |
|
CITIGROUP INC | 3.4% | 2.8% | 2.8% |
|
BANK OF NEW YORK MELLON CORP | 3.2% | 2.7% | 2.7% |
|
MORGAN STANLEY | 5.4% | 2.6% | 2.6% |
 |
POPULAR INC | 2.0% | 2.7% | 2.0% |
PFI Overweight Relative to SAMM
|
INTERACTIVE BROKERS GRO-CL A | 5.7% |
|
JPMORGAN CHASE & CO | 5.3% |
|
LEMONADE INC | 4.1% |
|
AMERICAN HEALTHC | 3.9% |
|
STONEX GROUP INC | 3.8% |
|
SIMON PROPERTY GROUP INC | 3.2% |
|
WELLTOWER, INC. | 3.1% |
|
MORGAN STANLEY | 2.8% |
|
VENTAS INC | 2.8% |
|
INVESCO LTD | 2.7% |
PFI Underweight Relative to SAMM
 |
ASML HOLDING NV-NY REG SHS | -4.1% |
|
FREEPORT-MCMORAN COPPER | -4.0% |
|
GE VERONA | -3.7% |
|
CSX CORP | -3.7% |
|
KEYSIGHT TECHNOLOGIES INC | -3.5% |
|
MARRIOTT INTERNATIONAL-CL A | -3.4% |
|
ROKU, INC. CLASS A | -3.3% |
|
VIKING HOLDINGS LTD | -3.2% |
|
DELL TECHNOLOGIES INC CLASS C | -3.0% |
|
VERTIV HOLDINGS CO. CLASS A | -3.0% |