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
39
# OF OVERLAPPING
HOLDINGS
PFI
50
HOLDINGS
83%
ALSO IN VFH
VFH
432
HOLDINGS
10%
ALSO IN PFI
SECTOR DRIFT (PFI minus VFH)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in VFH |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.3% | 9.9% | 5.3% |
|
GOLDMAN SACHS GROUP INC | 4.1% | 3.3% | 3.3% |
|
MORGAN STANLEY | 5.4% | 2.9% | 2.9% |
|
CITIGROUP INC | 3.4% | 2.4% | 2.4% |
|
BANK OF NEW YORK MELLON CORP | 3.2% | 1.2% | 1.2% |
PFI Overweight Relative to VFH
|
INTERACTIVE BROKERS GRO-CL A | 5.3% |
|
LEMONADE INC | 4.0% |
|
AMERICAN HEALTHC | 3.9% |
|
STONEX GROUP INC | 3.7% |
|
SIMON PROPERTY GROUP INC | 3.2% |
|
WELLTOWER, INC. | 3.1% |
|
VENTAS INC | 2.8% |
|
VICTORY CAPITAL HOLDING - A | 2.6% |
|
INVESCO LTD | 2.6% |
|
MORGAN STANLEY | 2.6% |
PFI Underweight Relative to VFH
|
BERKSHIRE HATHAWAY INC-CL B | -7.7% |
|
MASTERCARD INCORPORATED CLASS A | -5.0% |
|
BANK OF AMERICA CORP | -4.7% |
|
JPMORGAN CHASE & CO | -4.6% |
|
VISA INC. CLASS A | -4.2% |
|
WELLS FARGO & CO | -3.0% |
|
AMERICAN EXPRESS CO | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.9% |
|
BLACKROCK INC | -1.8% |
|
S&P GLOBAL, INC. | -1.5% |