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
17
Number of overlapping holdings
16.8%
% of FXO's 103 holdings also in PFI
42.5%
% of PFI's 40 holdings also in FXO
Overlap by Weight
Sector Drift (FXO minus PFI)
Overlapping Holdings
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| Company | Weight in FXO |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 1.6% | 3.6% | 1.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.6% | 3.7% | 1.6% |
|
SOFI TECHNOLOGIES INC | 1.6% | 2.0% | 1.6% |
|
JEFFERIES FINANCIAL GROUP INC. | 1.6% | 2.5% | 1.6% |
|
MGIC INVESTMENT CORP | 1.7% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FXO Overweight Relative to PFI
|
LPL FINANCIAL HOLDINGS INC | 1.7% |
 |
RENAISSANCERE HOLDINGS LTD | 1.7% |
|
MORGAN STANLEY | 1.7% |
|
GOLDMAN SACHS GROUP INC | 1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
ARCH CAPITAL GROUP LTD | 1.7% |
|
EVEREST RE GROUP LTD | 1.7% |
|
BLUE OWL CAPITAL INC CLASS A | 1.7% |
|
MARKEL CORP | 1.7% |
|
T ROWE PRICE GROUP INC | 1.7% |
FXO Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -5.2% |
|
ARES MANAGEMENT LP | -3.4% |
|
VISA INC. CLASS A | -3.4% |
|
JPMORGAN CHASE & CO | -3.3% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.1% |
|
AMERIPRISE FINANCIAL INC | -3.1% |
|
AMERICAN EXPRESS CO | -2.8% |
|
EVERCORE PARTNERS INC-CL A | -2.6% |
|
MR. COOPER GROUP, INC. | -2.5% |
|
INTERACTIVE BROKERS GRO-CL A | -2.4% |