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
4.9%
% of PFM's 426 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 | 4.1% | 4.1% | 4.1% |
|
APPLE INC | 3.7% | 3.9% | 3.7% |
|
BROADCOM INC. | 3.0% | 4.1% | 3.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% | 4.0% | 2.1% |
|
VISA INC. CLASS A | 2.1% | 4.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SDEP
|
JPMORGAN CHASE & CO | 2.7% |
|
WAL-MART STORES INC | 2.3% |
|
EXXON MOBIL CORP | 2.3% |
|
ORACLE CORP | 1.6% |
|
MERCK & CO. INC. | 1.6% |
|
CHEVRON CORP | 1.4% |
|
BANK OF AMERICA CORP | 1.4% |
 |
LINDE PLC | 1.1% |
 |
ACCENTURE PLC-CL A | 1.0% |
|
ABBOTT LABORATORIES | 0.9% |
PFM Underweight Relative to SDEP
|
NVIDIA CORP | -4.6% |
|
ELI LILLY & CO | -4.2% |
|
ALPHABET INC. CLASS C | -4.1% |
|
CONOCOPHILLIPS | -3.6% |
|
AUTOMATIC DATA PROCESSING | -3.5% |
|
LOCKHEED MARTIN CORP | -3.5% |
|
NIKE INC -CL B | -3.1% |
|
TEXAS INSTRUMENTS INC | -3.1% |
|
COMCAST CORP-CL A | -3.1% |
|
QUALCOMM INC | -3.0% |