Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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59
Number of overlapping holdings
13.8%
% of PFM's 430 holdings also in LVOL
64.1%
% of LVOL's 94 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus LVOL)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in LVOL |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.7% | 7.0% | 4.7% |
|
APPLE INC | 3.6% | 7.2% | 3.6% |
|
VISA INC. CLASS A | 2.6% | 3.3% | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% | 3.0% | 2.2% |
|
COSTCO WHOLESALE CORP | 1.9% | 2.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to LVOL
|
BROADCOM INC. | 4.1% |
|
ELI LILLY & CO | 3.4% |
|
JPMORGAN CHASE & CO | 3.1% |
|
WAL-MART STORES INC | 2.1% |
|
EXXON MOBIL CORP | 2.0% |
|
ORACLE CORP | 1.8% |
|
UNITEDHEALTH GROUP INC | 1.6% |
|
ABBVIE INC | 1.5% |
|
BANK OF AMERICA CORP | 1.4% |
|
COCA-COLA CO/THE | 1.3% |
PFM Underweight Relative to LVOL
|
APPLE INC | -3.6% |
|
AMAZON.COM INC | -3.5% |
|
MICROSOFT CORP | -2.4% |
|
T-MOBILE US, INC. | -1.8% |
|
ALPHABET INC. CLASS A | -1.8% |
|
CISCO SYSTEMS INC | -1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.6% |
|
MARSH & MCLENNAN COS | -1.6% |
|
COGNIZANT TECH SOLUTIONS-A | -1.5% |
 |
ACCENTURE PLC-CL A | -1.5% |