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   
OVERLAP
60%
OVERLAP
BY WEIGHT
211
# OF OVERLAPPING HOLDINGS
SCHV
526
HOLDINGS
42%
ALSO IN PFM
PFM
429
HOLDINGS
49%
ALSO IN SCHV
SECTOR DRIFT (SCHV minus PFM)
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 SCHV
Weight
in PFM
Overlap
JPMORGAN CHASE & CO 3.2% 3.3% 3.2%
EXXON MOBIL CORP 1.9% 1.9% 1.9%
WAL-MART STORES INC 1.7% 3.2% 1.7%
PROCTER & GAMBLE CO/THE 1.5% 1.5% 1.5%
JOHNSON & JOHNSON 1.5% 1.5% 1.5%
SCHV Overweight Relative to PFM
BERKSHIRE HATHAWAY INC-CL B 3.6%
WELLS FARGO & CO 1.0%
WALT DISNEY CO/THE 0.9%
AT&T INC 0.8%
AMERICAN EXPRESS CO 0.7%
BOEING CO 0.7%
CITIGROUP INC 0.6%
BOSTON SCIENTIFIC CORP 0.6%
SCHWAB (CHARLES) CORP 0.6%
APPLIED MATERIALS INC 0.6%
SCHV Underweight Relative to PFM
BROADCOM INC. -4.3%
MICROSOFT CORP -4.2%
APPLE INC -3.9%
ELI LILLY & CO -3.0%
VISA INC. CLASS A -2.5%
MASTERCARD INCORPORATED CLASS A -2.0%
COSTCO WHOLESALE CORP -1.8%
WAL-MART STORES INC -1.5%
UNITEDHEALTH GROUP INC -1.2%
ORACLE CORP -1.0%
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