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   

80

Number of overlapping holdings

21.6%

% of PFM's 370 holdings also in MGV

55.6%

% of MGV's 149 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
UNITEDHEALTH GROUP INC 2.9% 3.3% 2.9%
EXXON MOBIL CORP 2.7% 3.1% 2.7%
JOHNSON & JOHNSON 2.6% 3.0% 2.6%
JPMORGAN CHASE & CO 2.4% 2.8% 2.4%
PROCTER & GAMBLE CO/THE 2.2% 2.6% 2.2%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to MGV
MICROSOFT CORP 4.7%
VISA INC-CLASS A SHARES 2.3%
MASTERCARD INC-CLASS A 2.2%
HOME DEPOT INC 1.9%
COSTCO WHOLESALE CORP 1.4%
MCDONALD'S CORP 1.3%
WAL-MART STORES INC 1.1%
TEXAS INSTRUMENTS INC 1.0%
ACCENTURE PLC-CL A 1.0%
NIKE INC -CL B 1.0%
PFM Underweight Relative to MGV
BERKSHIRE HATHAWAY INC-CL B -3.2%
ABBVIE INC -2.1%
META PLATFORMS INC -1.7%
BANK OF AMERICA CORP -1.4%
WELLS FARGO & CO -1.1%
ELI LILLY & CO -1.1%
AT&T INC -1.0%
INTEL CORP -0.9%
CONOCOPHILLIPS -0.9%
PROLOGIS INC -0.8%
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