Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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81
Number of overlapping holdings
18.9%
% of PFM's 430 holdings also in MGV
63.8%
% of MGV's 131 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus MGV)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in MGV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.1% | 4.3% | 3.1% |
|
WAL-MART STORES INC | 3.4% | 2.7% | 2.7% |
|
EXXON MOBIL CORP | 2.0% | 2.8% | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.6% | 2.3% | 1.6% |
|
JOHNSON & JOHNSON | 1.6% | 2.3% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to MGV
|
MICROSOFT CORP | 4.7% |
|
BROADCOM INC. | 4.1% |
|
APPLE INC | 3.6% |
|
ELI LILLY & CO | 3.4% |
|
VISA INC. CLASS A | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
COSTCO WHOLESALE CORP | 1.9% |
|
MCDONALD'S CORP | 1.0% |
|
INTUIT INC | 0.8% |
|
WAL-MART STORES INC | 0.8% |
PFM Underweight Relative to MGV
|
BERKSHIRE HATHAWAY INC-CL B | -4.3% |
|
BERKSHIRE HATHAWAY INC-CL A | -1.8% |
|
WELLS FARGO & CO | -1.5% |
|
GE AEROSPACE | -1.3% |
|
JPMORGAN CHASE & CO | -1.3% |
|
AT&T INC | -1.2% |
|
WALT DISNEY CO/THE | -1.0% |
|
PROGRESSIVE CORP | -1.0% |
|
THERMO FISHER SCIENTIFIC INC | -1.0% |
|
SCHWAB (CHARLES) CORP | -0.9% |