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
18
Number of overlapping holdings
18.2%
% of IYG's 102 holdings also in PFI
43.9%
% of PFI's 41 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus PFI)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IYG |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 7.0% | 5.1% | 5.1% |
|
JPMORGAN CHASE & CO | 11.4% | 3.7% | 3.7% |
|
VISA INC. CLASS A | 8.4% | 3.3% | 3.3% |
|
AMERICAN EXPRESS CO | 2.6% | 2.6% | 2.6% |
|
KKR & CO LP | 1.6% | 3.7% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 14.0% |
|
JPMORGAN CHASE & CO | 7.7% |
|
VISA INC. CLASS A | 5.2% |
|
BANK OF AMERICA CORP | 5.1% |
|
WELLS FARGO & CO | 4.1% |
|
GOLDMAN SACHS GROUP INC | 3.1% |
|
MORGAN STANLEY | 2.7% |
|
S&P GLOBAL, INC. | 2.6% |
|
BLACKROCK INC | 2.4% |
|
CITIGROUP INC | 2.1% |
IYG Underweight Relative to PFI
|
ARES MANAGEMENT LP | -3.7% |
|
AMERIPRISE FINANCIAL INC | -3.7% |
|
EVERCORE PARTNERS INC-CL A | -2.7% |
|
WESTERN ALLIANCE BANCORP | -2.6% |
|
BROWN & BROWN INC | -2.6% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.4% |
|
KINSALE CAPITAL GROUP, INC. | -2.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | -2.4% |
|
MR. COOPER GROUP, INC. | -2.4% |
|
MARSH & MCLENNAN COS | -2.3% |