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
34
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
89%
ALSO IN FNCL
FNCL
390
HOLDINGS
9%
ALSO IN PFI
SECTOR DRIFT (PFI minus FNCL)
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 PFI |
Weight in FNCL |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 5.1% | 6.0% | 5.1% |
|
JPMORGAN CHASE & CO | 4.1% | 10.5% | 4.1% |
|
GOLDMAN SACHS GROUP INC | 2.5% | 2.9% | 2.5% |
|
BANK OF AMERICA CORP | 2.3% | 4.3% | 2.3% |
|
AMERICAN EXPRESS CO | 3.1% | 2.3% | 2.3% |
PFI Overweight Relative to FNCL
|
ROBINHOOD MARKETS, INC. CLASS A | 5.3% |
|
INTERACTIVE BROKERS GRO-CL A | 3.2% |
|
ARES MANAGEMENT LP | 3.1% |
|
EVERCORE PARTNERS INC-CL A | 3.0% |
|
SOFI TECHNOLOGIES INC | 2.6% |
|
RAYMOND JAMES FINANCIAL INC | 2.5% |
|
SIMON PROPERTY GROUP INC | 2.4% |
|
VICTORY CAPITAL HOLDING - A | 2.4% |
|
WELLTOWER, INC. | 2.4% |
|
KKR & CO LP | 2.3% |
PFI Underweight Relative to FNCL
|
BERKSHIRE HATHAWAY INC-CL B | -8.4% |
|
VISA INC. CLASS A | -7.5% |
|
JPMORGAN CHASE & CO | -6.4% |
|
CITIGROUP INC | -2.3% |
|
MORGAN STANLEY | -2.3% |
|
S&P GLOBAL, INC. | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.0% |
|
BANK OF AMERICA CORP | -2.0% |
|
PROGRESSIVE CORP | -1.8% |
|
CHUBB LIMITED | -1.3% |