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   

245

Number of overlapping holdings

57.1%

% of PFM's 430 holdings also in VYM

42.8%

% of VYM's 597 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. 4.1% 5.0% 4.1%
JPMORGAN CHASE & CO 3.1% 3.8% 3.1%
WAL-MART STORES INC 3.4% 2.3% 2.3%
EXXON MOBIL CORP 2.0% 2.5% 2.0%
PROCTER & GAMBLE CO/THE 1.6% 2.0% 1.6%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to VYM
MICROSOFT CORP 4.7%
APPLE INC 3.6%
ELI LILLY & CO 3.4%
VISA INC. CLASS A 2.6%
MASTERCARD INCORPORATED CLASS A 2.2%
COSTCO WHOLESALE CORP 1.9%
ORACLE CORP 1.8%
WAL-MART STORES INC 1.2%
LINDE PLC 0.9%
INTUIT INC 0.8%
PFM Underweight Relative to VYM
WELLS FARGO & CO -1.3%
AT&T INC -1.1%
PROGRESSIVE CORP -0.9%
BROADCOM INC. -0.9%
JPMORGAN CHASE & CO -0.7%
CITIGROUP INC -0.7%
GILEAD SCIENCES INC -0.7%
CONOCOPHILLIPS -0.6%
BLACKSTONE GROUP LP/THE -0.5%
EXXON MOBIL CORP -0.5%
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