Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
BY WEIGHT
14
# OF OVERLAPPING HOLDINGS
PFI
43
HOLDINGS
33%
ALSO IN XLF
XLF
73
HOLDINGS
19%
ALSO IN PFI
SECTOR DRIFT (PFI minus XLF)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.3% | 6.1% | 6.1% |
|
JPMORGAN CHASE & CO | 5.3% | 10.9% | 5.3% |
|
VISA INC. CLASS A | 3.8% | 8.2% | 3.8% |
|
AMERICAN EXPRESS CO | 3.1% | 2.4% | 2.4% |
|
GOLDMAN SACHS GROUP INC | 2.3% | 2.9% | 2.3% |
PFI Overweight Relative to XLF
|
AMERIPRISE FINANCIAL INC | 4.7% |
|
MR. COOPER GROUP, INC. | 4.1% |
|
PROGRESSIVE CORP | 3.5% |
|
UNUM GROUP | 3.0% |
|
RAYMOND JAMES FINANCIAL INC | 2.3% |
|
AXA EQUITABLE HOLDINGS, INC. | 2.3% |
|
BROWN & BROWN INC | 2.3% |
|
CBRE GROUP, INC. CLASS A | 2.2% |
|
HOULIHAN LOKEY, INC. CLASS A | 2.1% |
|
WELLTOWER, INC. | 2.0% |
PFI Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -10.5% |
|
JPMORGAN CHASE & CO | -5.6% |
|
VISA INC. CLASS A | -4.3% |
|
BANK OF AMERICA CORP | -4.2% |
|
MORGAN STANLEY | -2.4% |
|
S&P GLOBAL, INC. | -2.2% |
|
CITIGROUP INC | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.1% |
|
BLACKSTONE GROUP LP/THE | -1.5% |
|
MARSH & MCLENNAN COS | -1.5% |