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
38
Number of overlapping holdings
8.9%
% of PFM's 426 holdings also in SHRY
76.0%
% of SHRY's 51 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SHRY)
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 SHRY |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 1.8% | 2.9% | 1.8% |
|
HOME DEPOT INC | 1.7% | 1.6% | 1.6% |
|
PROCTER & GAMBLE CO/THE | 1.8% | 1.6% | 1.6% |
|
APPLE INC | 3.7% | 1.5% | 1.5% |
|
COCA-COLA CO/THE | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SHRY
|
MICROSOFT CORP | 3.9% |
|
BROADCOM INC. | 2.8% |
|
JPMORGAN CHASE & CO | 2.6% |
|
WAL-MART STORES INC | 2.4% |
|
EXXON MOBIL CORP | 2.4% |
|
UNITEDHEALTH GROUP INC | 2.3% |
|
APPLE INC | 2.2% |
|
ORACLE CORP | 1.6% |
|
CHEVRON CORP | 1.5% |
|
ABBVIE INC | 1.5% |
PFM Underweight Relative to SHRY
|
ALTRIA GROUP INC | -4.6% |
|
PRINCIPAL FINANCIAL GROUP | -4.4% |
|
EOG RESOURCES, INC. | -3.6% |
|
HP INC. | -3.6% |
|
DELL TECHNOLOGIES INC CLASS C | -3.5% |
|
AMERIPRISE FINANCIAL INC | -3.4% |
|
DOW, INC. | -3.4% |
|
PRUDENTIAL FINANCIAL INC | -3.1% |
|
METLIFE INC | -3.0% |
|
AFLAC INC | -3.0% |