Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
24.4%
% of PFI's 41 holdings also in KIE
19.6%
% of KIE's 51 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus KIE)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in KIE |
Overlap | |
|---|---|---|---|---|
 |
PRIMERICA INC | 2.1% | 2.2% | 2.1% |
|
BROWN & BROWN INC | 2.6% | 2.0% | 2.0% |
|
WR BERKLEY CORP | 2.1% | 1.9% | 1.9% |
|
AFLAC INC | 2.2% | 1.9% | 1.9% |
|
PROGRESSIVE CORP | 2.1% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KIE
|
MASTERCARD INCORPORATED CLASS A | 5.1% |
|
AMERIPRISE FINANCIAL INC | 4.6% |
|
ARES MANAGEMENT LP | 4.2% |
|
KKR & CO LP | 3.7% |
|
JPMORGAN CHASE & CO | 3.7% |
|
VISA INC. CLASS A | 3.3% |
|
EVERCORE PARTNERS INC-CL A | 2.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.8% |
|
WESTERN ALLIANCE BANCORP | 2.7% |
|
JEFFERIES FINANCIAL GROUP INC. | 2.6% |
PFI Underweight Relative to KIE
|
GOOSEHEAD INSURANCE, INC. CLASS A | -2.5% |
|
UNUM GROUP | -2.5% |
|
LINCOLN NATIONAL CORP | -2.2% |
|
BRIGHTHOUSE FINANCIAL, INC. | -2.2% |
|
KEMPER CORP | -2.2% |
|
CNO FINANCIAL GROUP INC | -2.2% |
|
RLI CORP | -2.1% |
|
ASSURANT INC | -2.1% |
 |
ASSURED GUARANTY LTD | -2.1% |
|
HANOVER INSURANCE GROUP INC/ | -2.1% |