Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
15.1%
% of XLF's 73 holdings also in PFI
27.5%
% of PFI's 40 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus PFI)
Overlapping Holdings
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| Company | Weight in XLF | Weight in PFI | Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.4% | 5.8% | 5.8% |
|
VISA INC. CLASS A | 8.6% | 3.9% | 3.9% |
|
JPMORGAN CHASE & CO | 9.8% | 3.8% | 3.8% |
|
PROGRESSIVE CORP | 2.4% | 2.6% | 2.4% |
|
AMERICAN EXPRESS CO | 2.1% | 2.6% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 14.0% |
|
JPMORGAN CHASE & CO | 6.0% |
|
VISA INC. CLASS A | 4.6% |
|
BANK OF AMERICA CORP | 4.0% |
|
WELLS FARGO & CO | 3.4% |
|
GOLDMAN SACHS GROUP INC | 2.5% |
|
S&P GLOBAL, INC. | 2.3% |
|
MORGAN STANLEY | 2.1% |
|
BLACKROCK INC | 2.0% |
|
SCHWAB (CHARLES) CORP | 1.9% |
XLF Underweight Relative to PFI
|
ARES MANAGEMENT LP | -3.8% |
|
AMERIPRISE FINANCIAL INC | -3.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.4% |
|
UNUM GROUP | -3.2% |
|
MR. COOPER GROUP, INC. | -3.0% |
|
KINSALE CAPITAL GROUP, INC. | -2.9% |
|
BROWN & BROWN INC | -2.8% |
|
WESTERN ALLIANCE BANCORP | -2.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | -2.5% |
|
WR BERKLEY CORP | -2.5% |