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%
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