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
20%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
XLF
76
HOLDINGS
17%
ALSO IN PFI
PFI
50
HOLDINGS
28%
ALSO IN XLF
SECTOR DRIFT (XLF minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in XLF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 11.9% | 5.3% | 5.3% |
|
GOLDMAN SACHS GROUP INC | 3.9% | 4.1% | 3.9% |
|
MORGAN STANLEY | 3.2% | 5.4% | 3.2% |
|
CITIGROUP INC | 2.8% | 3.4% | 2.8% |
|
BANK OF NEW YORK MELLON CORP | 1.4% | 3.2% | 1.4% |
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 11.4% |
|
VISA INC. CLASS A | 7.4% |
|
JPMORGAN CHASE & CO | 6.6% |
|
MASTERCARD INCORPORATED CLASS A | 5.5% |
|
BANK OF AMERICA CORP | 5.1% |
|
WELLS FARGO & CO | 3.3% |
|
AMERICAN EXPRESS CO | 2.2% |
|
SCHWAB (CHARLES) CORP | 2.1% |
|
BLACKROCK INC | 1.9% |
|
CHUBB LIMITED | 1.6% |
XLF Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -5.2% |
|
LEMONADE INC | -4.1% |
|
AMERICAN HEALTHC | -3.9% |
|
STONEX GROUP INC | -3.8% |
|
SIMON PROPERTY GROUP INC | -3.2% |
|
WELLTOWER, INC. | -3.1% |
|
VENTAS INC | -2.8% |
|
VICTORY CAPITAL HOLDING - A | -2.6% |
|
INVESCO LTD | -2.5% |
|
WISDOMTREE INVESTMENTS INC | -2.3% |