Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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144
Number of overlapping holdings
33.6%
% of PFM's 430 holdings also in FVD
65.8%
% of FVD's 222 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus FVD)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in FVD |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 1.5% | 0.5% | 0.5% |
|
CATERPILLAR INC | 0.7% | 0.5% | 0.5% |
|
TEXAS INSTRUMENTS INC | 0.6% | 0.5% | 0.5% |
|
MORGAN STANLEY | 0.8% | 0.5% | 0.5% |
|
GOLDMAN SACHS GROUP INC | 0.8% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to FVD
|
MICROSOFT CORP | 4.7% |
|
BROADCOM INC. | 4.1% |
|
APPLE INC | 3.6% |
|
WAL-MART STORES INC | 3.4% |
|
ELI LILLY & CO | 3.4% |
|
VISA INC. CLASS A | 2.6% |
|
JPMORGAN CHASE & CO | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
COSTCO WHOLESALE CORP | 1.9% |
|
ORACLE CORP | 1.8% |
PFM Underweight Relative to FVD
|
SENSIENT TECHNOLOGIES CORP | -0.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -0.5% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -0.5% |
|
STEPAN CO | -0.5% |
|
COGNIZANT TECH SOLUTIONS-A | -0.5% |
|
EQUINIX INC | -0.5% |
|
UNIVERSAL CORP/VA | -0.5% |
|
NEWMARKET CORP | -0.5% |
|
3M CO | -0.5% |
|
HOULIHAN LOKEY, INC. CLASS A | -0.5% |