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
13%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
11%
ALSO IN LBO
LBO
36
HOLDINGS
11%
ALSO IN PFI
SECTOR DRIFT (PFI minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES MANAGEMENT LP | 3.5% | 3.7% | 3.5% |
|
BLACKSTONE GROUP LP/THE | 3.4% | 5.1% | 3.4% |
|
KKR & CO LP | 3.4% | 8.3% | 3.4% |
|
BLACKROCK INC | 2.4% | 4.0% | 2.4% |
PFI Overweight Relative to LBO
|
ROBINHOOD MARKETS, INC. CLASS A | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 5.1% |
|
JPMORGAN CHASE & CO | 4.1% |
|
INTERACTIVE BROKERS GRO-CL A | 3.3% |
|
EVERCORE PARTNERS INC-CL A | 3.2% |
|
AMERICAN EXPRESS CO | 3.1% |
|
SOFI TECHNOLOGIES INC | 2.9% |
|
RAYMOND JAMES FINANCIAL INC | 2.9% |
|
VICTORY CAPITAL HOLDING - A | 2.5% |
|
GOLDMAN SACHS GROUP INC | 2.5% |
PFI Underweight Relative to LBO
|
ARES CAPITAL CORP | -10.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | -8.4% |
|
HERCULES TECHNOLOGY GROWTH | -8.1% |
|
BLUE OWL CAPITAL INC CLASS A | -7.4% |
|
GOLUB CAPITAL BDC INC | -5.2% |
|
KKR & CO LP | -5.0% |
|
CARLYLE GROUP/THE | -4.6% |
|
TPG SPECIALTY LENDING, INC. | -1.9% |
|
HAMILTON LANE INCORPORATED CLASS A | -1.9% |
|
BLACKROCK INC | -1.7% |