Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
21%
ALSO IN DVLU
DVLU
51
HOLDINGS
16%
ALSO IN PFI
SECTOR DRIFT (PFI minus DVLU)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in DVLU |
Overlap | |
|---|---|---|---|---|
 |
CAPITAL ONE FINANCIAL CORP | 2.3% | 3.1% | 2.3% |
|
WELLS FARGO & CO | 2.2% | 3.0% | 2.2% |
|
SYNCHRONY FINANCIAL | 2.1% | 3.5% | 2.1% |
|
RAYMOND JAMES FINANCIAL INC | 2.9% | 2.0% | 2.0% |
|
GOLDMAN SACHS GROUP INC | 2.5% | 1.9% | 1.9% |
PFI Overweight Relative to DVLU
|
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% |
|
EVERCORE PARTNERS INC-CL A | 3.2% |
|
AMERICAN EXPRESS CO | 3.1% |
|
SOFI TECHNOLOGIES INC | 2.9% |
|
VICTORY CAPITAL HOLDING - A | 2.5% |
PFI Underweight Relative to DVLU
|
WARNER BROS. DISCOVERY, INC. SERIES | -4.5% |
|
DELTA AIR LINES INC | -3.7% |
|
UNITED CONTINENTAL HOLDINGS | -3.6% |
|
JONES LANG LASALLE INC | -3.3% |
|
TRUIST FINANCIAL CORPORATION | -3.0% |
|
PULTE HOMES INC | -2.8% |
|
SYNNEX CORP | -2.8% |
|
OLD NATL BANCORP/IN | -2.7% |
 |
POPULAR INC | -2.7% |
|
TRAVELERS COS INC/THE | -2.7% |