Fund Overlap

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


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79

Number of overlapping holdings

19.7%

% of PFM's 402 holdings also in MGV

56.0%

% of MGV's 146 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% 3.6% 2.9%
JPMORGAN CHASE & CO 2.6% 3.2% 2.6%
EXXON MOBIL CORP 2.4% 3.0% 2.4%
BROADCOM INC. 2.3% 2.9% 2.3%
JOHNSON & JOHNSON 2.1% 2.6% 2.1%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to MGV
MICROSOFT CORP 4.6%
APPLE INC 4.1%
VISA INC. CLASS A 2.3%
MASTERCARD INCORPORATED CLASS A 2.2%
COSTCO WHOLESALE CORP 1.5%
ACCENTURE PLC-CL A 1.2%
MCDONALD'S CORP 1.2%
INTUIT INC 0.9%
TEXAS INSTRUMENTS INC 0.8%
S&P GLOBAL, INC. 0.8%
PFM Underweight Relative to MGV
BERKSHIRE HATHAWAY INC-CL B -4.1%
ABBVIE INC -1.8%
BANK OF AMERICA CORP -1.4%
INTEL CORP -1.3%
WELLS FARGO & CO -1.1%
CONOCOPHILLIPS -1.0%
GENERAL ELECTRIC COMPANY -0.9%
AT&T INC -0.8%
PROLOGIS INC -0.7%
UNITEDHEALTH GROUP INC -0.7%
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