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
30
Number of overlapping holdings
7.0%
% of PFM's 430 holdings also in SWP
69.8%
% of SWP's 43 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SWP)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.1% | 5.9% | 4.1% |
|
APPLE INC | 3.6% | 3.3% | 3.3% |
|
BROADCOM INC. | 3.6% | 3.0% | 3.0% |
|
JPMORGAN CHASE & CO | 2.9% | 2.3% | 2.3% |
|
ELI LILLY & CO | 3.6% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SWP
|
WAL-MART STORES INC | 3.4% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
EXXON MOBIL CORP | 2.1% |
|
COSTCO WHOLESALE CORP | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.8% |
|
JOHNSON & JOHNSON | 1.7% |
|
ELI LILLY & CO | 1.5% |
|
COCA-COLA CO/THE | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
CHEVRON CORP | 1.1% |
PFM Underweight Relative to SWP
|
KINDER MORGAN INC | -2.5% |
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
TJX COMPANIES INC | -2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
DIGITAL REALTY TRUST INC | -2.1% |
|
CENCORA INC | -2.1% |
|
PHILIP MORRIS INTERNATIONAL | -1.9% |
|
MICROSOFT CORP | -1.9% |
 |
MEDTRONIC PLC | -1.9% |