Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
OVERLAP
BY WEIGHT
36
# OF OVERLAPPING
HOLDINGS
PFM
426
HOLDINGS
8%
ALSO IN BGDV
BGDV
51
HOLDINGS
71%
ALSO IN PFM
SECTOR DRIFT (PFM minus BGDV)
OVERLAPPING HOLDINGS
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| Company | Weight in PFM |
Weight in BGDV |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.4% | 6.5% | 4.4% |
|
ELI LILLY & CO | 2.7% | 4.0% | 2.7% |
|
JPMORGAN CHASE & CO | 3.4% | 2.0% | 2.0% |
|
ORACLE CORP | 3.2% | 1.8% | 1.8% |
|
HOME DEPOT INC | 1.6% | 1.9% | 1.6% |
PFM Overweight Relative to BGDV
|
APPLE INC | 4.3% |
|
MICROSOFT CORP | 4.0% |
|
VISA INC. CLASS A | 2.3% |
|
MASTERCARD INCORPORATED CLASS A | 2.0% |
|
EXXON MOBIL CORP | 2.0% |
|
WAL-MART STORES INC | 1.9% |
|
JOHNSON & JOHNSON | 1.7% |
|
COSTCO WHOLESALE CORP | 1.6% |
|
BANK OF AMERICA CORP | 1.5% |
|
JPMORGAN CHASE & CO | 1.4% |
PFM Underweight Relative to BGDV
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.8% |
|
TJX COMPANIES INC | -3.7% |
|
BROADRIDGE FINANCIAL SOLUTIO | -3.5% |
|
MOTOROLA SOLUTIONS | -3.4% |
|
ALPHABET INC. CLASS A | -2.8% |
|
CINTAS CORP | -2.8% |
|
WILLIAMS COS INC | -2.7% |
|
META PLATFORMS INC | -2.5% |
|
HARTFORD FINANCIAL SVCS GRP | -2.4% |
|
TARGA RESOURCES CORP | -2.3% |