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
41
Number of overlapping holdings
9.6%
% of PFM's 426 holdings also in ZECP
70.7%
% of ZECP's 56 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus ZECP)
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 ZECP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.9% | 7.1% | 3.9% |
|
APPLE INC | 3.7% | 6.2% | 3.7% |
|
JPMORGAN CHASE & CO | 2.6% | 2.7% | 2.6% |
|
UNITEDHEALTH GROUP INC | 2.3% | 2.9% | 2.3% |
|
WAL-MART STORES INC | 2.4% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to ZECP
|
BROADCOM INC. | 2.8% |
|
EXXON MOBIL CORP | 2.4% |
|
VISA INC. CLASS A | 2.1% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
COSTCO WHOLESALE CORP | 1.6% |
|
CHEVRON CORP | 1.5% |
|
ABBVIE INC | 1.5% |
|
BANK OF AMERICA CORP | 1.4% |
|
COCA-COLA CO/THE | 1.3% |
 |
LINDE PLC | 1.1% |
PFM Underweight Relative to ZECP
|
ALPHABET INC. CLASS A | -4.5% |
|
SYNOPSYS INC | -3.2% |
|
MICROSOFT CORP | -3.1% |
|
ELI LILLY & CO | -2.8% |
|
APPLE INC | -2.4% |
|
AMERICAN EXPRESS CO | -2.4% |
|
NETFLIX INC | -2.0% |
|
CATERPILLAR INC | -1.9% |
|
MARSH & MCLENNAN COS | -1.7% |
|
HARTFORD FINANCIAL SVCS GRP | -1.7% |