Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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144
Number of overlapping holdings
33.6%
% of PFM's 430 holdings also in SDY
97.3%
% of SDY's 148 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SDY)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in SDY |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 1.7% | 1.6% | 1.6% |
|
EXXON MOBIL CORP | 2.1% | 1.5% | 1.5% |
|
COCA-COLA CO/THE | 1.4% | 1.6% | 1.4% |
|
ABBVIE INC | 1.4% | 1.6% | 1.4% |
|
CHEVRON CORP | 1.1% | 1.7% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SDY
|
MICROSOFT CORP | 3.8% |
|
BROADCOM INC. | 3.6% |
|
APPLE INC | 3.6% |
|
ELI LILLY & CO | 3.6% |
|
WAL-MART STORES INC | 3.0% |
|
JPMORGAN CHASE & CO | 2.9% |
|
VISA INC. CLASS A | 2.5% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
UNITEDHEALTH GROUP INC | 1.9% |
|
COSTCO WHOLESALE CORP | 1.8% |
PFM Underweight Relative to SDY
|
REALTY INCOME CORP | -2.5% |
|
VERIZON COMMUNICATIONS INC | -2.4% |
|
KENVUE, INC. | -1.8% |
|
CONSOLIDATED EDISON INC | -1.8% |
|
WEC ENERGY GROUP INC | -1.6% |
|
EDISON INTERNATIONAL | -1.6% |
|
KIMBERLY-CLARK CORP | -1.5% |
|
XCEL ENERGY INC | -1.3% |
|
ARCHER-DANIELS-MIDLAND CO | -1.2% |
|
SOUTHERN CO | -1.2% |