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
21%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
NYNY
58
HOLDINGS
12%
ALSO IN PFI
PFI
50
HOLDINGS
15%
ALSO IN NYNY
SECTOR DRIFT (NYNY minus PFI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in NYNY |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.1% | 5.3% | 5.3% |
|
MORGAN STANLEY | 4.5% | 5.4% | 4.5% |
|
GOLDMAN SACHS GROUP INC | 4.8% | 4.1% | 4.1% |
|
CITIGROUP INC | 4.0% | 3.4% | 3.4% |
|
BANK OF NEW YORK MELLON CORP | 2.7% | 3.2% | 2.7% |
NYNY Overweight Relative to PFI
|
JPMORGAN CHASE & CO | 4.7% |
|
VERIZON COMMUNICATIONS INC | 3.9% |
|
AMERICAN EXPRESS CO | 3.4% |
|
BLACKROCK INC | 3.2% |
|
BRISTOL-MYERS SQUIBB CO | 3.2% |
|
PFIZER INC | 3.2% |
|
DATADOG INC CLASS A | 3.0% |
|
S&P GLOBAL, INC. | 2.9% |
|
TRAVELERS COS INC/THE | 2.6% |
|
MARSH & MCLENNAN COS | 2.4% |
NYNY Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -5.7% |
|
LEMONADE INC | -4.1% |
|
AMERICAN HEALTHC | -3.9% |
|
STONEX GROUP INC | -3.3% |
|
SIMON PROPERTY GROUP INC | -3.2% |
|
WELLTOWER, INC. | -3.1% |
|
VENTAS INC | -2.8% |
|
INVESCO LTD | -2.7% |
|
CITIZENS FINANCIAL GROUP, INC. | -2.6% |
|
VICTORY CAPITAL HOLDING - A | -2.6% |