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   

208

Number of overlapping holdings

42.4%

% of SCHV's 507 holdings also in PFM

51.5%

% of PFM's 403 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in PFM
Overlap
EXXON MOBIL CORP 2.4% 2.7% 2.4%
JPMORGAN CHASE & CO 2.2% 2.5% 2.2%
JOHNSON & JOHNSON 2.0% 2.4% 2.0%
PROCTER & GAMBLE CO/THE 1.8% 2.1% 1.8%
HOME DEPOT INC 1.6% 1.9% 1.6%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to PFM
BERKSHIRE HATHAWAY INC-CL B 3.3%
ABBVIE INC 1.4%
BANK OF AMERICA CORP 1.0%
WELLS FARGO & CO 0.8%
INTEL CORP 0.8%
WALT DISNEY CO/THE 0.8%
CONOCOPHILLIPS 0.8%
BOEING CO 0.6%
APPLIED MATERIALS INC 0.6%
MORGAN STANLEY 0.6%
SCHV Underweight Relative to PFM
MICROSOFT CORP -3.8%
APPLE INC -3.8%
UNITEDHEALTH GROUP INC -2.6%
VISA INC. CLASS A -2.3%
MASTERCARD INCORPORATED CLASS A -2.3%
BROADCOM INC. -2.1%
COSTCO WHOLESALE CORP -1.4%
WAL-MART STORES INC -1.4%
ACCENTURE PLC-CL A -1.1%
ORACLE CORP -0.9%
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