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
25%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
PFI
46
HOLDINGS
20%
ALSO IN KBWB
KBWB
29
HOLDINGS
35%
ALSO IN PFI
SECTOR DRIFT (PFI minus KBWB)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 6.0% | 8.1% | 6.0% |
|
MORGAN STANLEY | 4.4% | 7.4% | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 3.2% | 3.9% | 3.2% |
|
CITIGROUP INC | 2.9% | 4.0% | 2.9% |
|
STATE STREET CORP | 2.6% | 3.8% | 2.6% |
PFI Overweight Relative to KBWB
|
INTERACTIVE BROKERS GRO-CL A | 4.7% |
|
WELLTOWER, INC. | 3.5% |
|
SIMON PROPERTY GROUP INC | 3.3% |
|
CBOE HOLDINGS INC | 3.1% |
|
VENTAS INC | 2.9% |
|
TRAVELERS COS INC/THE | 2.9% |
|
INVESCO LTD | 2.8% |
|
HYPERLIQUID STRATEGIES | 2.6% |
|
ALLSTATE CORP | 2.6% |
|
PRINCIPAL FINANCIAL GROUP | 2.5% |
PFI Underweight Relative to KBWB
|
WELLS FARGO & CO | -8.3% |
|
GOLDMAN SACHS GROUP INC | -7.5% |
|
BANK OF AMERICA CORP | -6.9% |
|
TRUIST FINANCIAL CORPORATION | -4.2% |
|
US BANCORP | -4.1% |
|
CAPITAL ONE FINANCIAL CORP | -4.1% |
|
PNC FINANCIAL SERVICES GROUP | -4.1% |
|
HUNTINGTON BANCSHARES INC | -4.0% |
|
M & T BANK CORP | -4.0% |
|
NORTHERN TRUST CORP | -3.9% |