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
29.3%
% of PFI's 41 holdings also in KCE
21.1%
% of KCE's 57 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 | 2.4% | 1.9% | 1.9% |
|
AMERIPRISE FINANCIAL INC | 4.3% | 1.8% | 1.8% |
|
EVERCORE PARTNERS INC-CL A | 2.7% | 1.8% | 1.8% |
|
KKR & CO LP | 3.6% | 1.8% | 1.8% |
|
ARES MANAGEMENT LP | 4.3% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KCE
|
MASTERCARD INCORPORATED CLASS A | 5.2% |
|
JPMORGAN CHASE & CO | 3.5% |
|
VISA INC. CLASS A | 3.1% |
|
WESTERN ALLIANCE BANCORP | 2.8% |
|
AMERICAN EXPRESS CO | 2.6% |
|
BROWN & BROWN INC | 2.6% |
|
KINSALE CAPITAL GROUP, INC. | 2.6% |
|
ARES MANAGEMENT LP | 2.6% |
|
AMERIPRISE FINANCIAL INC | 2.5% |
|
MR. COOPER GROUP, INC. | 2.5% |
PFI Underweight Relative to KCE
|
BLUE OWL CAPITAL INC CLASS A | -1.9% |
|
LPL FINANCIAL HOLDINGS INC | -1.9% |
|
CARLYLE GROUP/THE | -1.9% |
|
INTERACTIVE BROKERS GRO-CL A | -1.9% |
|
PJT PARTNERS, INC. CLASS A | -1.8% |
|
STEPSTONE GROUP, INC. CLASS A | -1.8% |
|
STIFEL FINANCIAL CORP | -1.8% |
|
TRADEWEB MARKETS, INC. CLASS A | -1.8% |
|
MORGAN STANLEY | -1.8% |
|
AFFILIATED MANAGERS GROUP | -1.8% |