Fund Overlap

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


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347

Number of overlapping holdings

80.9%

% of PFM's 430 holdings also in DTD

42.0%

% of DTD's 837 holdings also in PFM

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

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Company Weight
in PFM
Weight
in DTD
Overlap
APPLE INC 3.6% 3.2% 3.2%
MICROSOFT CORP 4.7% 3.1% 3.1%
JPMORGAN CHASE & CO 3.1% 3.0% 3.0%
EXXON MOBIL CORP 2.0% 2.4% 2.0%
JOHNSON & JOHNSON 1.6% 2.8% 1.6%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DTD
BROADCOM INC. 4.1%
ELI LILLY & CO 2.7%
WAL-MART STORES INC 2.1%
MASTERCARD INCORPORATED CLASS A 1.7%
VISA INC. CLASS A 1.7%
MICROSOFT CORP 1.5%
COSTCO WHOLESALE CORP 1.5%
ORACLE CORP 1.3%
LINDE PLC 0.9%
ACCENTURE PLC-CL A 0.8%
PFM Underweight Relative to DTD
NVIDIA CORP -2.1%
AT&T INC -1.3%
JOHNSON & JOHNSON -1.2%
GILEAD SCIENCES INC -1.0%
META PLATFORMS INC -1.0%
T-MOBILE US, INC. -0.9%
ALPHABET INC. CLASS A -0.8%
WELLS FARGO & CO -0.7%
ALPHABET INC. CLASS C -0.7%
PEPSICO INC -0.7%
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