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   

96

Number of overlapping holdings

22.6%

% of PFM's 425 holdings also in SHE

43.8%

% of SHE's 219 holdings also in PFM

Overlap by Weight
Sector Drift (PFM minus SHE)
Overlapping Holdings

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Company Weight
in PFM
Weight
in SHE
Overlap
APPLE INC 4.3% 4.6% 4.3%
MICROSOFT CORP 4.0% 4.4% 4.0%
JPMORGAN CHASE & CO 2.7% 2.3% 2.3%
VISA INC. CLASS A 2.1% 1.8% 1.8%
UNITEDHEALTH GROUP INC 2.2% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SHE
BROADCOM INC. 3.1%
WAL-MART STORES INC 2.5%
MASTERCARD INCORPORATED CLASS A 2.0%
ORACLE CORP 1.7%
HOME DEPOT INC 1.6%
ABBVIE INC 1.4%
PEPSICO INC 1.1%
QUALCOMM INC 1.1%
DANAHER CORP 0.9%
EXXON MOBIL CORP 0.9%
PFM Underweight Relative to SHE
NVIDIA CORP -5.7%
AMAZON.COM INC -4.5%
META PLATFORMS INC -4.0%
ALPHABET INC. CLASS A -3.3%
ELI LILLY & CO -2.8%
ACCENTURE PLC-CL A -2.2%
INTEL CORP -2.0%
SERVICENOW INC -1.9%
INTUIT INC -1.8%
CISCO SYSTEMS INC -1.6%
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