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
13
Number of overlapping holdings
32.5%
% of PFI's 40 holdings also in KCE
22.0%
% of KCE's 60 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus KCE)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in KCE |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 3.4% | 1.8% | 1.8% |
|
EVERCORE PARTNERS INC-CL A | 2.1% | 1.7% | 1.7% |
|
KKR & CO LP | 3.1% | 1.7% | 1.7% |
|
VICTORY CAPITAL HOLDING - A | 2.2% | 1.7% | 1.7% |
|
AMERIPRISE FINANCIAL INC | 4.3% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KCE
|
MASTERCARD INCORPORATED CLASS A | 5.8% |
|
VISA INC. CLASS A | 3.9% |
|
JPMORGAN CHASE & CO | 3.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 3.4% |
|
BROWN & BROWN INC | 3.2% |
|
UNUM GROUP | 3.2% |
|
MR. COOPER GROUP, INC. | 3.0% |
|
KINSALE CAPITAL GROUP, INC. | 2.9% |
|
WR BERKLEY CORP | 2.8% |
|
PROGRESSIVE CORP | 2.6% |
PFI Underweight Relative to KCE
|
TRADEWEB MARKETS, INC. CLASS A | -1.8% |
|
CBOE HOLDINGS INC | -1.8% |
|
VIRTU FINANCIAL, INC. CLASS A | -1.8% |
|
BLUE OWL CAPITAL INC CLASS A | -1.8% |
|
LPL FINANCIAL HOLDINGS INC | -1.8% |
|
FEDERATED INVESTORS INC-CL B | -1.8% |
|
S&P GLOBAL, INC. | -1.7% |
|
SCHWAB (CHARLES) CORP | -1.7% |
|
MARKETAXESS HOLDINGS INC | -1.7% |
|
SEI INVESTMENTS COMPANY | -1.7% |