Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
19.2%
% of XLF's 73 holdings also in PFI
32.6%
% of PFI's 43 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus PFI)
Overlapping Holdings
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| Company | Weight in XLF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.4% | 6.5% | 6.4% |
|
JPMORGAN CHASE & CO | 9.9% | 4.8% | 4.8% |
|
VISA INC. CLASS A | 8.7% | 4.0% | 4.0% |
|
PROGRESSIVE CORP | 2.4% | 6.3% | 2.4% |
|
AMERICAN EXPRESS CO | 2.1% | 2.7% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 12.5% |
|
JPMORGAN CHASE & CO | 5.1% |
|
VISA INC. CLASS A | 4.7% |
|
BANK OF AMERICA CORP | 3.8% |
|
S&P GLOBAL, INC. | 2.2% |
|
MORGAN STANLEY | 2.1% |
|
SCHWAB (CHARLES) CORP | 2.0% |
|
CITIGROUP INC | 1.8% |
|
FISERV, INC. | 1.8% |
|
MARSH & MCLENNAN COS | 1.7% |
XLF Underweight Relative to PFI
|
AMERIPRISE FINANCIAL INC | -4.6% |
|
PROGRESSIVE CORP | -3.9% |
|
MR. COOPER GROUP, INC. | -3.4% |
|
UNUM GROUP | -3.1% |
|
BROWN & BROWN INC | -2.7% |
|
RAYMOND JAMES FINANCIAL INC | -2.2% |
|
WELLTOWER, INC. | -2.2% |
|
AXA EQUITABLE HOLDINGS, INC. | -2.1% |
|
CBRE GROUP, INC. CLASS A | -2.0% |
|
SIMON PROPERTY GROUP INC | -2.0% |