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
18%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
LVDS
131
HOLDINGS
5%
ALSO IN PFI
PFI
38
HOLDINGS
18%
ALSO IN LVDS
SECTOR DRIFT (LVDS minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in LVDS |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 4.2% | 5.1% | 4.2% |
|
GOLDMAN SACHS GROUP INC | 2.6% | 2.5% | 2.5% |
|
BLACKROCK INC | 6.4% | 2.4% | 2.4% |
|
BANK OF AMERICA CORP | 12.9% | 2.3% | 2.3% |
|
CBRE GROUP, INC. CLASS A | 4.7% | 2.3% | 2.3% |
LVDS Overweight Relative to PFI
|
ALPHABET INC. CLASS C | 17.6% |
|
AMAZON.COM INC | 13.6% |
|
EXXON MOBIL CORP | 12.2% |
|
WELLS FARGO & CO | 11.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 11.6% |
|
BANK OF AMERICA CORP | 10.6% |
|
PHILIP MORRIS INTERNATIONAL | 9.4% |
|
RTX CORP | 9.2% |
|
MORGAN STANLEY | 8.5% |
|
META PLATFORMS INC | 7.8% |
LVDS Underweight Relative to PFI
|
ROBINHOOD MARKETS, INC. CLASS A | -6.0% |
|
JPMORGAN CHASE & CO | -4.1% |
|
ARES MANAGEMENT LP | -3.5% |
|
BLACKSTONE GROUP LP/THE | -3.4% |
|
KKR & CO LP | -3.4% |
|
INTERACTIVE BROKERS GRO-CL A | -3.3% |
|
EVERCORE PARTNERS INC-CL A | -3.2% |
|
AMERICAN EXPRESS CO | -3.1% |
|
SOFI TECHNOLOGIES INC | -2.9% |
|
RAYMOND JAMES FINANCIAL INC | -2.9% |