Fund Overlap

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


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28

Number of overlapping holdings

7.0%

% of PFM's 402 holdings also in PZLD

96.6%

% 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 2.6% 20.0% 2.6%
BROADCOM INC. 2.3% 4.7% 2.3%
HOME DEPOT INC 1.8% 2.9% 1.8%
WAL-MART STORES INC 2.4% 1.7% 1.7%
PROCTER & GAMBLE CO/THE 2.1% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to PZLD
MICROSOFT CORP 4.6%
APPLE INC 4.1%
VISA INC. CLASS A 2.3%
MASTERCARD INCORPORATED CLASS A 2.2%
ORACLE CORP 1.8%
UNITEDHEALTH GROUP INC 1.6%
COSTCO WHOLESALE CORP 1.5%
EXXON MOBIL CORP 1.5%
MERCK & CO. INC. 1.5%
PFIZER INC 1.0%
PFM Underweight Relative to PZLD
JPMORGAN CHASE & CO -17.4%
COMCAST CORP-CL A -9.4%
NEXTERA ENERGY GROUP -4.2%
REALTY INCOME CORP -4.2%
INTL BUSINESS MACHINES CORP -3.9%
CISCO SYSTEMS INC -3.6%
ACCENTURE PLC-CL A -3.5%
3M CO -2.8%
LOCKHEED MARTIN CORP -2.4%
BROADCOM INC. -2.4%
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