Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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130
Number of overlapping holdings
30.5%
% of PFM's 426 holdings also in SDY
96.3%
% of SDY's 136 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 | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.4% | 1.8% | 1.8% |
|
CHEVRON CORP | 1.5% | 1.8% | 1.5% |
|
ABBVIE INC | 1.5% | 1.6% | 1.5% |
|
COCA-COLA CO/THE | 1.3% | 1.3% | 1.3% |
|
PEPSICO INC | 1.2% | 1.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SDY
|
MICROSOFT CORP | 3.9% |
|
APPLE INC | 3.7% |
|
BROADCOM INC. | 2.8% |
|
JPMORGAN CHASE & CO | 2.6% |
|
UNITEDHEALTH GROUP INC | 2.3% |
|
VISA INC. CLASS A | 2.1% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
WAL-MART STORES INC | 1.7% |
|
HOME DEPOT INC | 1.7% |
|
MERCK & CO. INC. | 1.6% |
PFM Underweight Relative to SDY
|
3M CO | -1.9% |
|
REALTY INCOME CORP | -1.9% |
|
EDISON INTERNATIONAL | -1.8% |
|
EVERSOURCE ENERGY | -1.5% |
|
WEC ENERGY GROUP INC | -1.5% |
|
T ROWE PRICE GROUP INC | -1.5% |
|
KIMBERLY-CLARK CORP | -1.5% |
|
KENVUE, INC. | -1.4% |
|
CONSOLIDATED EDISON INC | -1.3% |
|
SOUTHERN CO | -1.3% |