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
29%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
XLF
75
HOLDINGS
20%
ALSO IN PFI
PFI
38
HOLDINGS
39%
ALSO IN XLF
SECTOR DRIFT (XLF minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in XLF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.2% | 5.1% | 5.1% |
|
JPMORGAN CHASE & CO | 10.9% | 4.1% | 4.1% |
|
AMERICAN EXPRESS CO | 2.5% | 3.1% | 2.5% |
|
GOLDMAN SACHS GROUP INC | 3.0% | 2.5% | 2.5% |
|
BANK OF AMERICA CORP | 4.7% | 2.3% | 2.3% |
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 12.1% |
|
VISA INC. CLASS A | 7.8% |
|
JPMORGAN CHASE & CO | 6.8% |
|
MORGAN STANLEY | 2.6% |
|
CITIGROUP INC | 2.4% |
|
BANK OF AMERICA CORP | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.1% |
|
S&P GLOBAL, INC. | 2.0% |
|
PROGRESSIVE CORP | 1.8% |
|
WELLS FARGO & CO | 1.4% |
XLF Underweight Relative to PFI
|
ROBINHOOD MARKETS, INC. CLASS A | -4.7% |
|
ARES MANAGEMENT LP | -3.5% |
|
EVERCORE PARTNERS INC-CL A | -3.2% |
|
SOFI TECHNOLOGIES INC | -2.9% |
|
INTERACTIVE BROKERS GRO-CL A | -2.9% |
|
RAYMOND JAMES FINANCIAL INC | -2.5% |
|
VICTORY CAPITAL HOLDING - A | -2.5% |
|
SIMON PROPERTY GROUP INC | -2.4% |
|
WELLTOWER, INC. | -2.4% |
|
PIPER JAFFRAY COS | -2.3% |