Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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168

Number of overlapping holdings

39.5%

% of PFM's 425 holdings also in DLN

56.0%

% of DLN's 302 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 4.0% 3.7% 3.7%
APPLE INC 4.3% 3.1% 3.1%
BROADCOM INC. 3.1% 3.0% 3.0%
JPMORGAN CHASE & CO 2.7% 3.2% 2.7%
EXXON MOBIL CORP 2.1% 2.4% 2.1%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DLN
MASTERCARD INCORPORATED CLASS A 1.4%
COSTCO WHOLESALE CORP 1.3%
VISA INC. CLASS A 1.3%
APPLE INC 1.2%
ORACLE CORP 1.0%
LINDE PLC 1.0%
WAL-MART STORES INC 1.0%
ACCENTURE PLC-CL A 0.9%
VERIZON COMMUNICATIONS INC 0.8%
UNITEDHEALTH GROUP INC 0.8%
PFM Underweight Relative to DLN
NVIDIA CORP -2.3%
ABBVIE INC -1.5%
WELLS FARGO & CO -0.9%
JOHNSON & JOHNSON -0.9%
ELI LILLY & CO -0.9%
INTL BUSINESS MACHINES CORP -0.8%
CITIGROUP INC -0.7%
T-MOBILE US, INC. -0.7%
HOME DEPOT INC -0.7%
CISCO SYSTEMS INC -0.5%
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