Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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44
Number of overlapping holdings
11.6%
% of VFH's 398 holdings also in PFI
88.0%
% of PFI's 50 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus PFI)
Overlapping Holdings
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Company | Weight in VFH |
Weight in PFI |
Overlap | |
---|---|---|---|---|
MASTERCARD INCORPORATED CLASS A | 6.1% | 5.7% | 5.7% | |
JPMORGAN CHASE & CO | 8.6% | 4.6% | 4.6% | |
VISA INC. CLASS A | 6.0% | 3.8% | 3.8% | |
MARSH & MCLENNAN COS | 1.5% | 2.7% | 1.5% | |
KKR & CO LP | 0.9% | 3.5% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to PFI
BERKSHIRE HATHAWAY INC-CL B | 8.0% | |
JPMORGAN CHASE & CO | 4.0% | |
BANK OF AMERICA CORP | 4.0% | |
WELLS FARGO & CO | 3.1% | |
VISA INC. CLASS A | 2.2% | |
AMERICAN EXPRESS CO | 2.1% | |
S&P GLOBAL, INC. | 2.1% | |
GOLDMAN SACHS GROUP INC | 2.0% | |
BLACKROCK INC | 1.9% | |
PROGRESSIVE CORP | 1.8% |
VFH Underweight Relative to PFI
ARES MANAGEMENT LP | -4.8% | |
APOLLO GLOBAL MANAGEMENT INC. | -3.7% | |
COINBASE GLOBAL, INC. CLASS A | -3.2% | |
MR. COOPER GROUP, INC. | -2.7% | |
KKR & CO LP | -2.5% | |
BROWN & BROWN INC | -2.5% | |
ARTHUR J GALLAGHER & CO | -2.5% | |
WESTERN ALLIANCE BANCORP | -2.3% | |
SL GREEN REALTY CORP | -2.1% | |
PRIMERICA INC | -2.0% |