Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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38
Number of overlapping holdings
88.4%
% of PFI's 43 holdings also in VFH
10.0%
% of VFH's 408 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus VFH)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in VFH |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.5% | 5.8% | 5.8% |
|
JPMORGAN CHASE & CO | 4.8% | 8.9% | 4.8% |
|
VISA INC. CLASS A | 4.0% | 4.8% | 4.0% |
|
PROGRESSIVE CORP | 6.3% | 2.1% | 2.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% | 9.4% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to VFH
|
AMERIPRISE FINANCIAL INC | 4.6% |
|
PROGRESSIVE CORP | 4.2% |
|
MR. COOPER GROUP, INC. | 3.3% |
|
UNUM GROUP | 2.9% |
|
BROWN & BROWN INC | 2.7% |
|
RAYMOND JAMES FINANCIAL INC | 2.2% |
|
WELLTOWER, INC. | 2.2% |
|
CBRE GROUP, INC. CLASS A | 2.0% |
|
SIMON PROPERTY GROUP INC | 2.0% |
|
AXA EQUITABLE HOLDINGS, INC. | 1.9% |
PFI Underweight Relative to VFH
|
BERKSHIRE HATHAWAY INC-CL B | -7.4% |
|
JPMORGAN CHASE & CO | -4.1% |
|
BANK OF AMERICA CORP | -3.5% |
|
S&P GLOBAL, INC. | -2.0% |
|
MORGAN STANLEY | -1.8% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
CITIGROUP INC | -1.6% |
|
FISERV, INC. | -1.6% |
|
CHUBB LIMITED | -1.5% |
|
MARSH & MCLENNAN COS | -1.5% |