Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
289
Number of overlapping holdings
68.2%
% of PFM's 424 holdings also in DGRO
70.7%
% of DGRO's 412 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus DGRO)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in PFM |
Weight in DGRO |
Overlap | |
---|---|---|---|---|
APPLE INC | 4.5% | 3.0% | 3.0% | |
MICROSOFT CORP | 4.0% | 2.9% | 2.9% | |
JPMORGAN CHASE & CO | 2.8% | 3.1% | 2.8% | |
EXXON MOBIL CORP | 2.4% | 3.0% | 2.4% | |
BROADCOM INC. | 3.3% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DGRO
WAL-MART STORES INC | 1.7% | |
APPLE INC | 1.5% | |
MASTERCARD INCORPORATED CLASS A | 1.4% | |
COSTCO WHOLESALE CORP | 1.2% | |
MICROSOFT CORP | 1.2% | |
VISA INC. CLASS A | 1.2% | |
ORACLE CORP | 1.2% | |
BROADCOM INC. | 1.0% | |
TEXAS INSTRUMENTS INC | 0.8% | |
VERIZON COMMUNICATIONS INC | 0.8% |
PFM Underweight Relative to DGRO
CHEVRON CORP | -1.5% | |
ABBVIE INC | -1.2% | |
JOHNSON & JOHNSON | -1.2% | |
CITIGROUP INC | -1.0% | |
ELI LILLY & CO | -1.0% | |
GILEAD SCIENCES INC | -1.0% | |
CONOCOPHILLIPS | -0.9% | |
INTL BUSINESS MACHINES CORP | -0.8% | |
BRISTOL-MYERS SQUIBB CO | -0.7% | |
UNITED PARCEL SERVICE-CL B | -0.7% |