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

40.8%

% of PFM's 403 holdings also in DLN

55.4%

% of DLN's 298 holdings also in PFM

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

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

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DLN
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%
PFM Underweight Relative to DLN
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%
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