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
14
Number of overlapping holdings
32.6%
% of PFI's 43 holdings also in XLF
19.2%
% of XLF's 73 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus XLF)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PFI |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.5% | 6.4% | 6.4% |
|
JPMORGAN CHASE & CO | 4.8% | 9.9% | 4.8% |
|
VISA INC. CLASS A | 4.0% | 8.7% | 4.0% |
|
PROGRESSIVE CORP | 6.3% | 2.4% | 2.4% |
|
AMERICAN EXPRESS CO | 2.7% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to XLF
|
AMERIPRISE FINANCIAL INC | 4.6% |
|
PROGRESSIVE CORP | 3.9% |
|
MR. COOPER GROUP, INC. | 3.4% |
|
UNUM GROUP | 3.1% |
|
BROWN & BROWN INC | 2.7% |
|
RAYMOND JAMES FINANCIAL INC | 2.2% |
|
WELLTOWER, INC. | 2.2% |
|
AXA EQUITABLE HOLDINGS, INC. | 2.1% |
|
CBRE GROUP, INC. CLASS A | 2.0% |
|
SIMON PROPERTY GROUP INC | 2.0% |
PFI Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -12.5% |
|
JPMORGAN CHASE & CO | -5.1% |
|
VISA INC. CLASS A | -4.7% |
|
BANK OF AMERICA CORP | -3.8% |
|
S&P GLOBAL, INC. | -2.2% |
|
MORGAN STANLEY | -2.1% |
|
SCHWAB (CHARLES) CORP | -2.0% |
|
CITIGROUP INC | -1.8% |
|
FISERV, INC. | -1.8% |
|
MARSH & MCLENNAN COS | -1.7% |