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
12
Number of overlapping holdings
20.7%
% of KCE's 58 holdings also in PFI
29.3%
% of PFI's 41 holdings also in KCE
Overlap by Weight
Sector Drift (KCE 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 KCE |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 2.1% | 2.8% | 2.1% |
|
AMERIPRISE FINANCIAL INC | 1.9% | 4.6% | 1.9% |
|
JEFFERIES FINANCIAL GROUP INC. | 1.8% | 2.6% | 1.8% |
|
PIPER JAFFRAY COS | 1.8% | 2.1% | 1.8% |
|
EVERCORE PARTNERS INC-CL A | 1.8% | 2.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
KCE Overweight Relative to PFI
|
COINBASE GLOBAL, INC. CLASS A | 2.7% |
|
LPL FINANCIAL HOLDINGS INC | 2.2% |
|
INTERACTIVE BROKERS GRO-CL A | 2.0% |
|
MORGAN STANLEY | 2.0% |
|
RAYMOND JAMES FINANCIAL INC | 2.0% |
|
STIFEL FINANCIAL CORP | 1.9% |
|
SCHWAB (CHARLES) CORP | 1.9% |
|
BLUE OWL CAPITAL INC CLASS A | 1.9% |
|
PJT PARTNERS, INC. CLASS A | 1.8% |
|
CARLYLE GROUP/THE | 1.8% |
KCE Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -5.1% |
|
JPMORGAN CHASE & CO | -3.7% |
|
VISA INC. CLASS A | -3.3% |
|
WESTERN ALLIANCE BANCORP | -2.7% |
|
AMERIPRISE FINANCIAL INC | -2.7% |
|
AMERICAN EXPRESS CO | -2.6% |
|
BROWN & BROWN INC | -2.6% |
|
ARES MANAGEMENT LP | -2.5% |
|
KINSALE CAPITAL GROUP, INC. | -2.4% |
|
MR. COOPER GROUP, INC. | -2.4% |