Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
96
Number of overlapping holdings
22.6%
% of PFM's 424 holdings also in SHE
44.0%
% of SHE's 218 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SHE)
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 SHE |
Overlap | |
---|---|---|---|---|
APPLE INC | 4.5% | 5.1% | 4.5% | |
MICROSOFT CORP | 4.0% | 4.5% | 4.0% | |
JPMORGAN CHASE & CO | 2.8% | 2.4% | 2.4% | |
UNITEDHEALTH GROUP INC | 2.4% | 2.0% | 2.0% | |
VISA INC. CLASS A | 1.9% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SHE
BROADCOM INC. | 3.3% | |
WAL-MART STORES INC | 2.6% | |
MASTERCARD INCORPORATED CLASS A | 1.9% | |
ORACLE CORP | 1.7% | |
HOME DEPOT INC | 1.7% | |
ABBVIE INC | 1.4% | |
EXXON MOBIL CORP | 1.1% | |
PEPSICO INC | 1.1% | |
QUALCOMM INC | 1.0% | |
MCDONALD'S CORP | 0.9% |
PFM Underweight Relative to SHE
NVIDIA CORP | -5.4% | |
AMAZON.COM INC | -4.4% | |
META PLATFORMS INC | -3.8% | |
ALPHABET INC. CLASS A | -3.2% | |
ELI LILLY & CO | -2.7% | |
ACCENTURE PLC-CL A | -2.4% | |
INTEL CORP | -2.1% | |
SERVICENOW INC | -2.0% | |
INTUIT INC | -1.9% | |
CISCO SYSTEMS INC | -1.7% |