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
19.4%
% of XLF's 72 holdings also in PFI
34.1%
% of PFI's 41 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 | 6.2% | 5.1% | 5.1% |
|
JPMORGAN CHASE & CO | 10.1% | 3.7% | 3.7% |
|
VISA INC. CLASS A | 7.5% | 3.3% | 3.3% |
|
AMERICAN EXPRESS CO | 2.3% | 2.6% | 2.3% |
|
PROGRESSIVE CORP | 2.2% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to PFI
|
BERKSHIRE HATHAWAY INC-CL B | 12.4% |
|
JPMORGAN CHASE & CO | 6.4% |
|
BANK OF AMERICA CORP | 4.6% |
|
VISA INC. CLASS A | 4.2% |
|
WELLS FARGO & CO | 3.7% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
MORGAN STANLEY | 2.4% |
|
S&P GLOBAL, INC. | 2.3% |
|
BLACKROCK INC | 2.1% |
|
CITIGROUP INC | 1.9% |
XLF Underweight Relative to PFI
|
ARES MANAGEMENT LP | -4.2% |
|
AMERIPRISE FINANCIAL INC | -3.8% |
|
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% |
|
KKR & CO LP | -2.2% |
|
BROWN & BROWN INC | -2.2% |