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
21%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
RSPF
78
HOLDINGS
18%
ALSO IN PFI
PFI
50
HOLDINGS
28%
ALSO IN RSPF
SECTOR DRIFT (RSPF minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in RSPF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
INTERACTIVE BROKERS GRO-CL A | 2.0% | 5.7% | 2.0% |
|
CITIGROUP INC | 1.9% | 3.4% | 1.9% |
|
MORGAN STANLEY | 1.9% | 5.4% | 1.9% |
|
GOLDMAN SACHS GROUP INC | 1.9% | 4.1% | 1.9% |
|
BANK OF NEW YORK MELLON CORP | 1.8% | 3.2% | 1.8% |
RSPF Overweight Relative to PFI
|
STATE STREET CORP | 2.0% |
|
PRINCIPAL FINANCIAL GROUP | 1.8% |
|
FRANKLIN RESOURCES INC | 1.8% |
|
NORTHERN TRUST CORP | 1.8% |
|
ASSURANT INC | 1.6% |
|
GLOBE LIFE INC. | 1.6% |
|
BLOCK INC. | 1.6% |
|
US BANCORP | 1.5% |
|
CHUBB LIMITED | 1.5% |
|
PNC FINANCIAL SERVICES GROUP | 1.5% |
RSPF Underweight Relative to PFI
|
LEMONADE INC | -4.1% |
|
JPMORGAN CHASE & CO | -3.9% |
|
AMERICAN HEALTHC | -3.9% |
|
STONEX GROUP INC | -3.8% |
|
INTERACTIVE BROKERS GRO-CL A | -3.7% |
|
MORGAN STANLEY | -3.5% |
|
SIMON PROPERTY GROUP INC | -3.2% |
|
WELLTOWER, INC. | -3.1% |
|
VENTAS INC | -2.8% |
|
VICTORY CAPITAL HOLDING - A | -2.6% |