Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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31

Number of overlapping holdings

7.2%

% of PFM's 430 holdings also in PZLD

96.9%

% of PZLD's 29 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 3.1% 11.9% 3.1%
WAL-MART STORES INC 3.4% 2.5% 2.5%
EXXON MOBIL CORP 2.0% 3.7% 2.0%
BROADCOM INC. 4.1% 1.8% 1.8%
PROCTER & GAMBLE CO/THE 1.6% 2.5% 1.6%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to PZLD
MICROSOFT CORP 4.7%
APPLE INC 3.6%
ELI LILLY & CO 3.4%
VISA INC. CLASS A 2.6%
BROADCOM INC. 2.3%
MASTERCARD INCORPORATED CLASS A 2.2%
COSTCO WHOLESALE CORP 1.9%
ORACLE CORP 1.8%
BANK OF AMERICA CORP 1.4%
PHILIP MORRIS INTERNATIONAL 1.2%
PFM Underweight Relative to PZLD
T ROWE PRICE GROUP INC -11.8%
JPMORGAN CHASE & CO -8.8%
COMCAST CORP-CL A -4.1%
REALTY INCOME CORP -3.9%
BRISTOL-MYERS SQUIBB CO -2.7%
CHEVRON CORP -2.6%
MEDTRONIC PLC -2.6%
3M CO -2.3%
ABBOTT LABORATORIES -2.1%
FASTENAL CO -2.1%
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