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
OVERLAP
30%
OVERLAP
BY WEIGHT
31
# OF OVERLAPPING
HOLDINGS
PFM
433
HOLDINGS
7%
ALSO IN PZLD
PZLD
29
HOLDINGS
97%
ALSO IN PFM
SECTOR DRIFT (PFM minus PZLD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PFM |
Weight in PZLD |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.1% | 11.9% | 3.1% |
|
WAL-MART STORES INC | 3.4% | 2.5% | 2.5% |
|
EXXONMOBIL HOLDINGS CORP | 2.1% | 3.7% | 2.1% |
|
JOHNSON & JOHNSON | 2.0% | 3.1% | 2.0% |
|
BROADCOM INC. | 5.0% | 1.8% | 1.8% |
PFM Overweight Relative to PZLD
|
APPLE INC | 4.4% |
|
MICROSOFT CORP | 3.8% |
|
ELI LILLY & CO | 3.7% |
|
BROADCOM INC. | 3.2% |
|
VISA INC. CLASS A | 2.0% |
|
ORACLE CORP | 1.9% |
|
LAM RESEARCH CORP | 1.7% |
|
MASTERCARD INCORPORATED CLASS A | 1.5% |
|
COSTCO WHOLESALE CORP | 1.5% |
|
BANK OF AMERICA CORP | 1.4% |
PFM Underweight Relative to PZLD
|
T ROWE PRICE GROUP INC | -11.8% |
|
JPMORGAN CHASE & CO | -8.7% |
|
COMCAST CORP-CL A | -4.4% |
|
REALTY INCOME CORP | -3.9% |
 |
MEDTRONIC PLC | -2.7% |
|
BRISTOL-MYERS SQUIBB CO | -2.7% |
|
ABBOTT LABORATORIES | -2.5% |
|
CHEVRON CORP | -2.5% |
|
3M CO | -2.3% |
|
SOUTHERN CO | -2.1% |