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
18%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
XLF
76
HOLDINGS
18%
ALSO IN PFI
PFI
46
HOLDINGS
34%
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 | 11.2% | 6.0% | 6.0% |
|
MORGAN STANLEY | 2.8% | 4.4% | 2.8% |
|
CITIGROUP INC | 2.6% | 2.9% | 2.6% |
|
BANK OF NEW YORK MELLON CORP | 1.3% | 3.2% | 1.3% |
|
TRAVELERS COS INC/THE | 1.0% | 2.9% | 1.0% |
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 12.7% |
|
VISA INC. CLASS A | 8.8% |
|
MASTERCARD INCORPORATED CLASS A | 6.5% |
|
JPMORGAN CHASE & CO | 5.3% |
|
BANK OF AMERICA CORP | 4.1% |
|
GOLDMAN SACHS GROUP INC | 3.3% |
|
WELLS FARGO & CO | 3.2% |
|
AMERICAN EXPRESS CO | 2.1% |
|
BLACKROCK INC | 2.1% |
|
SCHWAB (CHARLES) CORP | 1.8% |
XLF Underweight Relative to PFI
|
INTERACTIVE BROKERS GRO-CL A | -4.3% |
|
WELLTOWER, INC. | -3.5% |
|
SIMON PROPERTY GROUP INC | -3.3% |
|
VENTAS INC | -2.9% |
|
CBOE HOLDINGS INC | -2.7% |
|
HYPERLIQUID STRATEGIES | -2.6% |
|
INVESCO LTD | -2.6% |
|
VICTORY CAPITAL HOLDING - A | -2.4% |
|
COREBRIDGE FINANCIAL INC | -2.3% |
|
JACKSON FINANCIAL INCORPORATION CLAS | -2.3% |