Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
168
Number of overlapping holdings
39.6%
% of PFM's 424 holdings also in DLN
55.1%
% of DLN's 306 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus DLN)
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 DLN |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 4.0% | 3.7% | 3.7% | |
APPLE INC | 4.5% | 3.7% | 3.7% | |
BROADCOM INC. | 3.3% | 3.1% | 3.1% | |
JPMORGAN CHASE & CO | 2.8% | 3.2% | 2.8% | |
EXXON MOBIL CORP | 2.4% | 2.9% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DLN
MASTERCARD INCORPORATED CLASS A | 1.4% | |
COSTCO WHOLESALE CORP | 1.2% | |
VISA INC. CLASS A | 1.2% | |
UNITEDHEALTH GROUP INC | 1.1% | |
ORACLE CORP | 1.1% | |
WAL-MART STORES INC | 1.0% | |
LINDE PLC | 1.0% | |
ACCENTURE PLC-CL A | 0.9% | |
APPLE INC | 0.8% | |
VERIZON COMMUNICATIONS INC | 0.8% |
PFM Underweight Relative to DLN
NVIDIA CORP | -2.7% | |
ALPHABET INC. CLASS A | -1.1% | |
ABBVIE INC | -1.1% | |
META PLATFORMS INC | -1.0% | |
WELLS FARGO & CO | -0.9% | |
ELI LILLY & CO | -0.9% | |
ALPHABET INC. CLASS C | -0.7% | |
T-MOBILE US, INC. | -0.7% | |
CITIGROUP INC | -0.7% | |
JOHNSON & JOHNSON | -0.5% |