Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
142
Number of overlapping holdings
34.3%
% of PFM's 415 holdings also in SDY
95.9%
% of SDY's 148 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SDY)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PFM |
Weight in SDY |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 1.7% | 1.9% | 1.7% |
|
JOHNSON & JOHNSON | 1.8% | 1.6% | 1.6% |
|
EXXON MOBIL CORP | 2.2% | 1.6% | 1.6% |
|
COCA-COLA CO/THE | 1.3% | 1.4% | 1.3% |
|
CHEVRON CORP | 1.3% | 1.9% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SDY
|
BROADCOM INC. | 4.1% |
|
APPLE INC | 3.9% |
|
MICROSOFT CORP | 3.7% |
|
JPMORGAN CHASE & CO | 3.0% |
|
WAL-MART STORES INC | 2.8% |
|
VISA INC. CLASS A | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
UNITEDHEALTH GROUP INC | 2.0% |
|
ORACLE CORP | 1.9% |
|
COSTCO WHOLESALE CORP | 1.6% |
PFM Underweight Relative to SDY
|
REALTY INCOME CORP | -2.3% |
|
VERIZON COMMUNICATIONS INC | -2.2% |
|
KENVUE, INC. | -1.7% |
|
CONSOLIDATED EDISON INC | -1.6% |
|
EDISON INTERNATIONAL | -1.5% |
|
WEC ENERGY GROUP INC | -1.5% |
|
KIMBERLY-CLARK CORP | -1.5% |
|
XCEL ENERGY INC | -1.2% |
|
EVERSOURCE ENERGY | -1.2% |
|
ARCHER-DANIELS-MIDLAND CO | -1.1% |