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   

29

Number of overlapping holdings

6.8%

% of PFM's 430 holdings also in CZAR

30.5%

% of CZAR's 95 holdings also in PFM

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

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Company Weight
in PFM
Weight
in CZAR
Overlap
BROADCOM INC. 3.6% 2.7% 2.7%
ABBVIE INC 1.4% 1.7% 1.4%
COCA-COLA CO/THE 1.4% 1.2% 1.2%
PROCTER & GAMBLE CO/THE 1.8% 1.0% 1.0%
CISCO SYSTEMS INC 1.0% 3.5% 1.0%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to CZAR
MICROSOFT CORP 4.1%
APPLE INC 3.6%
ELI LILLY & CO 3.6%
WAL-MART STORES INC 3.4%
JPMORGAN CHASE & CO 2.9%
EXXON MOBIL CORP 2.1%
COSTCO WHOLESALE CORP 2.0%
VISA INC. CLASS A 2.0%
UNITEDHEALTH GROUP INC 1.9%
JOHNSON & JOHNSON 1.7%
PFM Underweight Relative to CZAR
LEGRAND SA -4.0%
DASSAULT SYSTEMES SA -3.7%
SINGAPORE EXCHANGE LTD -3.6%
ASX LTD -3.4%
SAGE GROUP PLC -3.4%
FORTIVE CORP. -3.2%
CME GROUP INC -3.2%
AUTODESK INC -3.1%
ADOBE SYSTEMS INC -2.7%
RAYMOND JAMES FINANCIAL INC -2.6%
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