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
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 | 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% |