Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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165

Number of overlapping holdings

55.4%

% of DLN's 298 holdings also in PFM

40.8%

% of PFM's 404 holdings also in DLN

Overlap by Weight
Sector Drift (DLN minus PFM)
Overlapping Holdings

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Company Weight
in DLN
Weight
in PFM
Overlap
MICROSOFT CORP 4.3% 3.8% 3.8%
APPLE INC 4.2% 3.8% 3.8%
EXXON MOBIL CORP 3.9% 2.7% 2.7%
JPMORGAN CHASE & CO 2.1% 2.5% 2.1%
CHEVRON CORP 2.5% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
DLN Overweight Relative to PFM
ABBVIE INC 2.3%
NVIDIA CORP 1.4%
ELI LILLY & CO 1.4%
EXXON MOBIL CORP 1.2%
AT&T INC 1.0%
BANK OF AMERICA CORP 0.9%
MORGAN STANLEY 0.8%
PHILIP MORRIS INTERNATIONAL 0.8%
GILEAD SCIENCES INC 0.8%
WELLS FARGO & CO 0.7%
DLN Underweight Relative to PFM
MASTERCARD INCORPORATED CLASS A -1.7%
WAL-MART STORES INC -1.5%
VISA INC. CLASS A -1.5%
UNITEDHEALTH GROUP INC -1.3%
ACCENTURE PLC-CL A -1.1%
COSTCO WHOLESALE CORP -1.0%
ORACLE CORP -1.0%
VERIZON COMMUNICATIONS INC -0.8%
JOHNSON & JOHNSON -0.7%
INTUIT INC -0.7%
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