Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
20.0%
% of RSPF's 70 holdings also in PFI
34.1%
% of PFI's 41 holdings also in RSPF
Overlap by Weight
Sector Drift (RSPF minus PFI)
Overlapping Holdings
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| Company | Weight in RSPF |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
AMERIPRISE FINANCIAL INC | 1.6% | 4.6% | 1.6% |
|
KKR & CO LP | 1.5% | 3.7% | 1.5% |
|
JPMORGAN CHASE & CO | 1.5% | 3.7% | 1.5% |
|
AMERICAN EXPRESS CO | 1.4% | 2.6% | 1.4% |
|
VISA INC. CLASS A | 1.3% | 3.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
RSPF Overweight Relative to PFI
|
WELLS FARGO & CO | 1.8% |
|
SYNCHRONY FINANCIAL | 1.7% |
|
MORGAN STANLEY | 1.7% |
|
RAYMOND JAMES FINANCIAL INC | 1.7% |
|
DISCOVER FINANCIAL SERVICES | 1.7% |
|
CAPITAL ONE FINANCIAL CORP | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.6% |
|
M & T BANK CORP | 1.6% |
|
GOLDMAN SACHS GROUP INC | 1.5% |
|
HUNTINGTON BANCSHARES INC | 1.5% |
RSPF Underweight Relative to PFI
|
ARES MANAGEMENT LP | -4.2% |
|
MASTERCARD INCORPORATED CLASS A | -3.8% |
|
AMERIPRISE FINANCIAL INC | -3.0% |
|
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% |
|
KINSALE CAPITAL GROUP, INC. | -2.4% |
|
MR. COOPER GROUP, INC. | -2.4% |
|
JPMORGAN CHASE & CO | -2.2% |