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   

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%
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