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
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
DDIV
51
HOLDINGS
22%
ALSO IN PFI
PFI
38
HOLDINGS
29%
ALSO IN DDIV
SECTOR DRIFT (DDIV minus PFI)
OVERLAPPING HOLDINGS
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| Company | Weight in DDIV |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.5% | 4.1% | 2.5% |
|
WELLTOWER, INC. | 2.8% | 2.4% | 2.4% |
|
GOLDMAN SACHS GROUP INC | 2.4% | 2.5% | 2.4% |
|
BLACKROCK INC | 2.8% | 2.4% | 2.4% |
|
WELLS FARGO & CO | 2.5% | 2.2% | 2.2% |
DDIV Overweight Relative to PFI
|
ENTERGY CORP | 4.7% |
|
TARGA RESOURCES CORP | 4.5% |
|
INVESCO LTD | 4.1% |
 |
POPULAR INC | 3.7% |
|
FERGUSON ENTERPRISES INC | 2.9% |
|
MORGAN STANLEY | 2.9% |
|
NORTHROP GRUMMAN CORP | 2.8% |
|
DOLLAR GENERAL CORP | 2.8% |
|
CITIGROUP INC | 2.7% |
|
BANK OF NEW YORK MELLON CORP | 2.7% |
DDIV Underweight Relative to PFI
|
ROBINHOOD MARKETS, INC. CLASS A | -6.0% |
|
MASTERCARD INCORPORATED CLASS A | -5.1% |
|
ARES MANAGEMENT LP | -3.5% |
|
BLACKSTONE GROUP LP/THE | -3.4% |
|
KKR & CO LP | -3.4% |
|
INTERACTIVE BROKERS GRO-CL A | -3.3% |
|
SOFI TECHNOLOGIES INC | -2.9% |
|
VICTORY CAPITAL HOLDING - A | -2.5% |
|
AMERICAN EXPRESS CO | -2.5% |
|
SIMON PROPERTY GROUP INC | -2.4% |