Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
4.4%
% of PFM's 430 holdings also in SDEP
76.0%
% of SDEP's 25 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SDEP)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in SDEP |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.1% | 4.0% | 4.0% |
|
MICROSOFT CORP | 4.7% | 3.9% | 3.9% |
|
APPLE INC | 3.6% | 4.1% | 3.6% |
|
ELI LILLY & CO | 3.4% | 4.1% | 3.4% |
|
VISA INC. CLASS A | 2.6% | 3.9% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SDEP
|
WAL-MART STORES INC | 3.4% |
|
JPMORGAN CHASE & CO | 3.1% |
|
EXXON MOBIL CORP | 2.0% |
|
ORACLE CORP | 1.8% |
|
BANK OF AMERICA CORP | 1.4% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
|
CHEVRON CORP | 1.1% |
|
ABBOTT LABORATORIES | 1.0% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
MCDONALD'S CORP | 1.0% |
PFM Underweight Relative to SDEP
|
ALPHABET INC. CLASS C | -5.2% |
|
TJX COMPANIES INC | -4.1% |
|
NVIDIA CORP | -4.0% |
|
ADOBE SYSTEMS INC | -3.9% |
|
CONOCOPHILLIPS | -3.9% |
|
NETFLIX INC | -3.8% |
|
LOCKHEED MARTIN CORP | -3.4% |
|
AUTOMATIC DATA PROCESSING | -3.4% |
|
QUALCOMM INC | -3.3% |
|
PEPSICO INC | -3.2% |