Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
36.6%
% of PFI's 41 holdings also in FXO
14.7%
% of FXO's 104 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus FXO)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in FXO |
Overlap | |
|---|---|---|---|---|
 |
JEFFERIES FINANCIAL GROUP INC. | 2.9% | 2.0% | 2.0% |
|
KKR & CO LP | 3.9% | 1.8% | 1.8% |
|
PROGRESSIVE CORP | 2.1% | 1.5% | 1.5% |
|
MGIC INVESTMENT CORP | 1.4% | 1.5% | 1.4% |
 |
ARCH CAPITAL GROUP LTD | 1.7% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to FXO
|
MASTERCARD INCORPORATED CLASS A | 5.2% |
|
ARES MANAGEMENT LP | 4.6% |
|
AMERIPRISE FINANCIAL INC | 3.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.5% |
|
VISA INC. CLASS A | 3.4% |
|
JPMORGAN CHASE & CO | 3.0% |
|
EVERCORE PARTNERS INC-CL A | 2.9% |
|
AMERICAN EXPRESS CO | 2.8% |
|
KINSALE CAPITAL GROUP, INC. | 2.7% |
|
MR. COOPER GROUP, INC. | 2.4% |
PFI Underweight Relative to FXO
|
GOLDMAN SACHS GROUP INC | -1.8% |
|
JANUS HENDERSON GROUP PLC | -1.8% |
|
WHITE MOUNTAINS INSURANCE GP | -1.8% |
|
ASSURED GUARANTY LTD | -1.7% |
|
CINCINNATI FINANCIAL CORP | -1.7% |
|
T ROWE PRICE GROUP INC | -1.7% |
|
FRANKLIN RESOURCES INC | -1.7% |
|
LAZARD LTD-CL A | -1.6% |
|
AFFILIATED MANAGERS GROUP | -1.6% |
|
ALLSTATE CORP | -1.6% |