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   

204

Number of overlapping holdings

47.9%

% of PFM's 426 holdings also in VYM

45.9%

% of VYM's 456 holdings also in PFM

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

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Company Weight
in PFM
Weight
in VYM
Overlap
BROADCOM INC. 3.0% 3.7% 3.0%
JPMORGAN CHASE & CO 2.7% 3.8% 2.7%
EXXON MOBIL CORP 2.3% 3.3% 2.3%
PROCTER & GAMBLE CO/THE 1.8% 2.5% 1.8%
JOHNSON & JOHNSON 1.8% 2.5% 1.8%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to VYM
MICROSOFT CORP 4.1%
APPLE INC 3.7%
MASTERCARD INCORPORATED CLASS A 2.1%
VISA INC. CLASS A 2.1%
UNITEDHEALTH GROUP INC 2.0%
WAL-MART STORES INC 1.7%
ORACLE CORP 1.6%
COSTCO WHOLESALE CORP 1.5%
LINDE PLC 1.1%
ACCENTURE PLC-CL A 1.0%
PFM Underweight Relative to VYM
WELLS FARGO & CO -1.4%
JPMORGAN CHASE & CO -1.1%
CONOCOPHILLIPS -1.1%
INTEL CORP -1.1%
EXXON MOBIL CORP -1.0%
AT&T INC -0.8%
PROGRESSIVE CORP -0.8%
CITIGROUP INC -0.8%
HOME DEPOT INC -0.7%
PROCTER & GAMBLE CO/THE -0.7%
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