Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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322
Number of overlapping holdings
80.1%
% of PFM's 402 holdings also in DTD
39.7%
% of DTD's 813 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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.6% | 2.5% | 2.5% |
|
APPLE INC | 4.1% | 2.3% | 2.3% |
|
EXXON MOBIL CORP | 2.4% | 1.8% | 1.8% |
|
JPMORGAN CHASE & CO | 2.6% | 1.1% | 1.1% |
|
CHEVRON CORP | 1.6% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DTD
|
UNITEDHEALTH GROUP INC | 2.1% |
|
MICROSOFT CORP | 2.1% |
|
MASTERCARD INCORPORATED CLASS A | 1.9% |
|
VISA INC. CLASS A | 1.9% |
|
WAL-MART STORES INC | 1.9% |
|
APPLE INC | 1.7% |
|
JPMORGAN CHASE & CO | 1.4% |
|
ORACLE CORP | 1.4% |
|
PROCTER & GAMBLE CO/THE | 1.3% |
|
BROADCOM INC. | 1.3% |
PFM Underweight Relative to DTD
|
ABBVIE INC | -1.1% |
|
NVIDIA CORP | -0.8% |
|
ELI LILLY & CO | -0.8% |
|
AT&T INC | -0.6% |
|
BANK OF AMERICA CORP | -0.5% |
|
GILEAD SCIENCES INC | -0.4% |
|
MORGAN STANLEY | -0.4% |
|
WELLS FARGO & CO | -0.4% |
|
PIONEER NATURAL RESOURCES CO | -0.3% |
|
CITIGROUP INC | -0.3% |