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   

23

Number of overlapping holdings

5.4%

% of PFM's 424 holdings also in DJD

82.1%

% of DJD's 28 holdings also in PFM

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

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Company Weight
in PFM
Weight
in DJD
Overlap
JPMORGAN CHASE & CO 2.8% 3.5% 2.8%
UNITEDHEALTH GROUP INC 2.4% 2.5% 2.4%
WAL-MART STORES INC 2.6% 2.3% 2.3%
PROCTER & GAMBLE CO/THE 1.8% 3.5% 1.8%
JOHNSON & JOHNSON 1.7% 4.0% 1.7%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DJD
APPLE INC 3.5%
BROADCOM INC. 3.3%
MICROSOFT CORP 3.0%
EXXON MOBIL CORP 2.4%
MASTERCARD INCORPORATED CLASS A 1.9%
ORACLE CORP 1.7%
COSTCO WHOLESALE CORP 1.7%
BANK OF AMERICA CORP 1.5%
ABBVIE INC 1.4%
PEPSICO INC 1.1%
PFM Underweight Relative to DJD
3M CO -9.9%
VERIZON COMMUNICATIONS INC -9.0%
DOW, INC. -6.7%
CHEVRON CORP -5.0%
AMGEN INC -4.8%
GOLDMAN SACHS GROUP INC -4.3%
INTL BUSINESS MACHINES CORP -3.9%
COCA-COLA CO/THE -3.7%
CISCO SYSTEMS INC -3.6%
HONEYWELL INTERNATIONAL INC -2.6%
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