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
25%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
XLF
74
HOLDINGS
18%
ALSO IN PFI
PFI
38
HOLDINGS
34%
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 | 6.3% | 4.8% | 4.8% |
|
JPMORGAN CHASE & CO | 10.9% | 3.6% | 3.6% |
|
VISA INC. CLASS A | 7.9% | 3.3% | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.0% | 2.5% | 2.5% |
|
AMERICAN EXPRESS CO | 2.2% | 2.7% | 2.2% |
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 11.6% |
|
JPMORGAN CHASE & CO | 7.4% |
|
VISA INC. CLASS A | 4.6% |
|
BANK OF AMERICA CORP | 4.1% |
|
WELLS FARGO & CO | 3.5% |
|
MORGAN STANLEY | 2.4% |
|
S&P GLOBAL, INC. | 2.4% |
|
CITIGROUP INC | 2.4% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
BLACKROCK INC | 2.2% |
XLF Underweight Relative to PFI
|
ROBINHOOD MARKETS, INC. CLASS A | -5.2% |
|
ARES MANAGEMENT LP | -4.0% |
|
SOFI TECHNOLOGIES INC | -3.3% |
|
INTERACTIVE BROKERS GRO-CL A | -3.2% |
|
EVERCORE PARTNERS INC-CL A | -3.1% |
|
AMERIPRISE FINANCIAL INC | -2.8% |
|
CBRE GROUP, INC. CLASS A | -2.5% |
|
UNUM GROUP | -2.5% |
|
RAYMOND JAMES FINANCIAL INC | -2.4% |
|
LEMONADE INC | -2.3% |