Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
5.2%
% of PFM's 404 holdings also in SDEP
84.0%
% 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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.8% | 4.0% | 3.8% |
|
APPLE INC | 3.8% | 4.0% | 3.8% |
|
EXXON MOBIL CORP | 2.7% | 4.0% | 2.7% |
|
UNITEDHEALTH GROUP INC | 2.6% | 4.0% | 2.6% |
|
JOHNSON & JOHNSON | 2.4% | 4.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SDEP
|
WAL-MART STORES INC | 2.6% |
|
JPMORGAN CHASE & CO | 2.5% |
|
CHEVRON CORP | 1.8% |
|
ORACLE CORP | 1.8% |
|
COSTCO WHOLESALE CORP | 1.4% |
 |
ACCENTURE PLC-CL A | 1.1% |
|
PFIZER INC | 1.1% |
|
COMCAST CORP-CL A | 1.1% |
|
INTUIT INC | 0.9% |
|
PHILIP MORRIS INTERNATIONAL | 0.9% |
PFM Underweight Relative to SDEP
|
META PLATFORMS INC | -4.0% |
|
ALPHABET INC. CLASS C | -4.0% |
|
ABBVIE INC | -4.0% |
|
ELI LILLY & CO | -4.0% |
|
MARSH & MCLENNAN COS | -3.4% |
|
AUTOMATIC DATA PROCESSING | -3.4% |
|
UNITED PARCEL SERVICE-CL B | -3.3% |
|
AMGEN INC | -3.2% |
|
TEXAS INSTRUMENTS INC | -3.1% |
|
ABBOTT LABORATORIES | -3.0% |