Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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73
Number of overlapping holdings
17.1%
% of PFM's 426 holdings also in PY
64.0%
% of PY's 115 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus PY)
Overlapping Holdings
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Company | Weight in PFM |
Weight in PY |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 3.9% | 4.1% | 3.9% | |
APPLE INC | 3.7% | 3.8% | 3.7% | |
BROADCOM INC. | 2.8% | 2.5% | 2.5% | |
HOME DEPOT INC | 1.7% | 1.7% | 1.7% | |
EXXON MOBIL CORP | 2.4% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to PY
JPMORGAN CHASE & CO | 2.6% | |
WAL-MART STORES INC | 2.4% | |
UNITEDHEALTH GROUP INC | 2.3% | |
VISA INC. CLASS A | 2.1% | |
MASTERCARD INCORPORATED CLASS A | 2.1% | |
PROCTER & GAMBLE CO/THE | 1.8% | |
JOHNSON & JOHNSON | 1.8% | |
MERCK & CO. INC. | 1.6% | |
ORACLE CORP | 1.6% | |
COSTCO WHOLESALE CORP | 1.6% |
PFM Underweight Relative to PY
LINDE PLC | -1.3% | |
PARKER HANNIFIN CORP | -1.0% | |
PACCAR INC | -1.0% | |
SIMON PROPERTY GROUP INC | -0.9% | |
PULTE HOMES INC | -0.9% | |
MARATHON PETROLEUM | -0.9% | |
NORFOLK SOUTHERN CORP | -0.9% | |
AMERICAN INTERNATIONAL GROUP | -0.9% | |
FIDELITY NATIONAL INFORMATION SERVIC | -0.9% | |
TAPESTRY, INC. | -0.9% |