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   

28

Number of overlapping holdings

6.9%

% of PFM's 405 holdings also in PZLD

96.6%

% of PZLD's 25 holdings also in PFM

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

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Company Weight
in PFM
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 2.4% 9.4% 2.4%
BROADCOM INC. 2.0% 4.7% 2.0%
PROCTER & GAMBLE CO/THE 2.0% 1.8% 1.8%
WAL-MART STORES INC 2.3% 1.8% 1.8%
HOME DEPOT INC 1.7% 3.8% 1.7%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to PZLD
MICROSOFT CORP 5.3%
APPLE INC 4.8%
EXXON MOBIL CORP 2.5%
VISA INC-CLASS A SHARES 2.1%
MASTERCARD INC-CLASS A 2.0%
MERCK & CO. INC. 1.7%
ORACLE CORP 1.7%
UNITEDHEALTH GROUP INC 1.4%
COSTCO WHOLESALE CORP 1.3%
JOHNSON & JOHNSON 1.0%
PFM Underweight Relative to PZLD
AFLAC INC -9.2%
COMCAST CORP-CL A -8.8%
JPMORGAN CHASE & CO -7.0%
NEXTERA ENERGY GROUP -4.9%
REALTY INCOME CORP -4.5%
INTL BUSINESS MACHINES CORP -4.0%
ACCENTURE PLC-CL A -3.6%
CISCO SYSTEMS INC -3.5%
LOWE'S COS INC -3.0%
BROADCOM INC. -2.7%
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