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
OVERLAP
19%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
PFM
427
HOLDINGS
7%
ALSO IN MBOX
MBOX
49
HOLDINGS
57%
ALSO IN PFM
SECTOR DRIFT (PFM minus MBOX)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PFM |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 5.5% | 3.7% | 3.7% |
|
JPMORGAN CHASE & CO | 3.3% | 3.0% | 3.0% |
|
MICROSOFT CORP | 4.1% | 2.2% | 2.2% |
|
EXXON MOBIL CORP | 1.9% | 2.0% | 1.9% |
|
HOME DEPOT INC | 1.6% | 2.2% | 1.6% |
PFM Overweight Relative to MBOX
|
APPLE INC | 4.3% |
|
WAL-MART STORES INC | 3.2% |
|
ORACLE CORP | 3.2% |
|
ELI LILLY & CO | 2.8% |
|
VISA INC. CLASS A | 2.3% |
|
MASTERCARD INCORPORATED CLASS A | 2.0% |
|
MICROSOFT CORP | 1.8% |
|
BROADCOM INC. | 1.8% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
JOHNSON & JOHNSON | 1.7% |
PFM Underweight Relative to MBOX
 |
AGNICO-EAGLE MINES LTD | -2.8% |
|
MUELLER INDUSTRIES INC | -2.4% |
 |
ASML HOLDING NV-NY REG SHS | -2.3% |
|
KLA CORPORATION | -2.3% |
|
ENERGY TRANSFER, L.P. | -2.3% |
|
NEXSTAR BROADCASTING GROUP-A | -2.2% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.2% |
|
CINCINNATI FINANCIAL CORP | -2.2% |
|
VOYA FINANCIAL INC | -2.2% |
|
PROGRESSIVE CORP | -2.1% |