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   

84

Number of overlapping holdings

19.7%

% of PFM's 426 holdings also in OUSA

84.0%

% of OUSA's 100 holdings also in PFM

Overlap by Weight
Sector Drift (PFM minus OUSA)
Overlapping Holdings

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Company Weight
in PFM
Weight
in OUSA
Overlap
MICROSOFT CORP 4.1% 5.7% 4.1%
APPLE INC 3.7% 4.3% 3.7%
BROADCOM INC. 3.0% 3.8% 3.0%
JPMORGAN CHASE & CO 2.7% 4.4% 2.7%
MASTERCARD INCORPORATED CLASS A 2.1% 3.4% 2.1%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to OUSA
EXXON MOBIL CORP 2.3%
CHEVRON CORP 1.4%
BANK OF AMERICA CORP 1.4%
WAL-MART STORES INC 1.3%
LINDE PLC 1.1%
INTUIT INC 0.9%
INTL BUSINESS MACHINES CORP 0.8%
MORGAN STANLEY 0.7%
RAYTHEON TECHNOLOGIES CORPORATION 0.6%
GOLDMAN SACHS GROUP INC 0.6%
PFM Underweight Relative to OUSA
ELI LILLY & CO -3.5%
VERIZON COMMUNICATIONS INC -3.4%
COMCAST CORP-CL A -3.2%
VISA INC. CLASS A -1.9%
HOME DEPOT INC -1.8%
MICROSOFT CORP -1.7%
JPMORGAN CHASE & CO -1.6%
MASTERCARD INCORPORATED CLASS A -1.3%
TJX COMPANIES INC -1.0%
NEXTERA ENERGY GROUP -0.9%
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