Fund Overlap

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


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50

Number of overlapping holdings

11.7%

% of PFM's 429 holdings also in IPDP

100.0%

% of IPDP's 50 holdings also in PFM

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

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Company Weight
in PFM
Weight
in IPDP
Overlap
APPLE INC 3.3% 1.9% 1.9%
JOHNSON & JOHNSON 1.6% 2.0% 1.6%
ABBVIE INC 1.4% 2.1% 1.4%
CISCO SYSTEMS INC 1.1% 2.0% 1.1%
ABBOTT LABORATORIES 1.0% 2.0% 1.0%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to IPDP
MICROSOFT CORP 4.9%
BROADCOM INC. 4.8%
ELI LILLY & CO 3.2%
WAL-MART STORES INC 3.1%
JPMORGAN CHASE & CO 3.1%
VISA INC. CLASS A 2.5%
ORACLE CORP 2.5%
MASTERCARD INCORPORATED CLASS A 2.1%
EXXON MOBIL CORP 2.0%
COSTCO WHOLESALE CORP 1.8%
PFM Underweight Relative to IPDP
LINCOLN ELECTRIC HOLDINGS -2.0%
HANOVER INSURANCE GROUP INC/ -2.0%
HNI CORP -2.0%
WATTS WATER TECHNOLOGIES-A -2.0%
APPLIED INDUSTRIAL TECH INC -2.0%
ITT, INC. -2.0%
CSG SYSTEMS INTL INC -2.0%
DONALDSON CO INC -2.0%
OLD REPUBLIC INTL CORP -1.9%
GLOBE LIFE INC. -1.9%
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