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
41.9%
% of PFI's 43 holdings also in IYG
18.2%
% of IYG's 102 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus IYG)
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 IYG |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.5% | 7.4% | 6.5% |
|
JPMORGAN CHASE & CO | 4.8% | 11.5% | 4.8% |
|
VISA INC. CLASS A | 4.0% | 10.0% | 4.0% |
|
AMERICAN EXPRESS CO | 2.7% | 2.5% | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% | 16.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to IYG
|
PROGRESSIVE CORP | 6.3% |
|
AMERIPRISE FINANCIAL INC | 4.5% |
|
MR. COOPER GROUP, INC. | 3.4% |
|
BROWN & BROWN INC | 3.1% |
|
UNUM GROUP | 3.1% |
|
WELLTOWER, INC. | 2.2% |
|
RAYMOND JAMES FINANCIAL INC | 2.1% |
|
CBRE GROUP, INC. CLASS A | 2.0% |
|
SIMON PROPERTY GROUP INC | 2.0% |
|
PALOMAR HOLDINGS, INC. | 1.9% |
PFI Underweight Relative to IYG
|
BERKSHIRE HATHAWAY INC-CL B | -14.8% |
|
JPMORGAN CHASE & CO | -6.7% |
|
VISA INC. CLASS A | -6.0% |
|
BANK OF AMERICA CORP | -4.4% |
|
S&P GLOBAL, INC. | -2.6% |
|
MORGAN STANLEY | -2.4% |
|
SCHWAB (CHARLES) CORP | -2.3% |
|
CITIGROUP INC | -2.1% |
|
WELLS FARGO & CO | -1.9% |
|
BLACKSTONE GROUP LP/THE | -1.7% |