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
38
Number of overlapping holdings
88.4%
% of PFI's 43 holdings also in FNCL
10.0%
% of FNCL's 407 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus FNCL)
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 PFI |
Weight in FNCL |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.5% | 5.7% | 5.7% |
|
JPMORGAN CHASE & CO | 4.8% | 8.6% | 4.8% |
|
VISA INC. CLASS A | 4.0% | 7.5% | 4.0% |
|
PROGRESSIVE CORP | 6.3% | 2.1% | 2.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% | 8.3% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to FNCL
|
AMERIPRISE FINANCIAL INC | 4.6% |
|
PROGRESSIVE CORP | 4.2% |
|
MR. COOPER GROUP, INC. | 3.3% |
|
UNUM GROUP | 2.9% |
|
BROWN & BROWN INC | 2.8% |
|
RAYMOND JAMES FINANCIAL INC | 2.2% |
|
WELLTOWER, INC. | 2.2% |
|
CBRE GROUP, INC. CLASS A | 2.0% |
|
SIMON PROPERTY GROUP INC | 2.0% |
|
AXA EQUITABLE HOLDINGS, INC. | 1.9% |
PFI Underweight Relative to FNCL
|
BERKSHIRE HATHAWAY INC-CL B | -6.3% |
|
JPMORGAN CHASE & CO | -3.8% |
|
BANK OF AMERICA CORP | -3.6% |
|
VISA INC. CLASS A | -3.5% |
|
S&P GLOBAL, INC. | -2.0% |
|
MORGAN STANLEY | -1.8% |
|
CITIGROUP INC | -1.7% |
|
SCHWAB (CHARLES) CORP | -1.6% |
|
FISERV, INC. | -1.6% |
|
MARSH & MCLENNAN COS | -1.5% |