Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

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%
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