Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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61
Number of overlapping holdings
14.6%
% of PFM's 419 holdings also in INCE
73.5%
% of INCE's 85 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus INCE)
Overlapping Holdings
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Company | Weight in PFM |
Weight in INCE |
Overlap | |
---|---|---|---|---|
ORACLE CORP | 2.2% | 2.0% | 2.0% | |
MICROSOFT CORP | 3.9% | 1.8% | 1.8% | |
APPLE INC | 4.0% | 1.7% | 1.7% | |
JPMORGAN CHASE & CO | 3.0% | 1.2% | 1.2% | |
ABBVIE INC | 1.4% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to INCE
BROADCOM INC. | 3.2% | |
WAL-MART STORES INC | 3.1% | |
APPLE INC | 2.3% | |
MICROSOFT CORP | 2.1% | |
COSTCO WHOLESALE CORP | 1.8% | |
JPMORGAN CHASE & CO | 1.8% | |
BANK OF AMERICA CORP | 1.6% | |
UNITEDHEALTH GROUP INC | 1.4% | |
EXXON MOBIL CORP | 1.2% | |
VISA INC. CLASS A | 1.1% |
PFM Underweight Relative to INCE
AMPHENOL CORP-CL A | -1.8% | |
VONTIER CORP | -1.7% | |
ANSYS INC | -1.7% | |
ALPHABET INC. CLASS A | -1.7% | |
SYNOPSYS INC | -1.6% | |
PTC INC. | -1.6% | |
AMAZON.COM INC | -1.4% | |
NEW YORK TIMES CO -CL A | -1.4% | |
TRACTOR SUPPLY COMPANY | -1.4% | |
PROGRESSIVE CORP | -1.4% |