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
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| Company | Weight in SCHV |
Weight in PFM |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.2% | 3.3% | 3.2% |
|
EXXON MOBIL CORP | 1.8% | 1.9% | 1.8% |
|
WAL-MART STORES INC | 1.8% | 3.4% | 1.8% |
|
JOHNSON & JOHNSON | 1.7% | 1.7% | 1.7% |
|
ORACLE CORP | 1.6% | 2.9% | 1.6% |
SCHV Overweight Relative to PFM
|
BERKSHIRE HATHAWAY INC-CL B | 3.4% |
|
WELLS FARGO & CO | 1.0% |
|
WALT DISNEY CO/THE | 0.8% |
|
AT&T INC | 0.8% |
|
CITIGROUP INC | 0.7% |
|
BOEING CO | 0.7% |
|
SCHWAB (CHARLES) CORP | 0.7% |
|
AMERICAN EXPRESS CO | 0.7% |
|
BOSTON SCIENTIFIC CORP | 0.6% |
|
APPLIED MATERIALS INC | 0.6% |
SCHV Underweight Relative to PFM
|
BROADCOM INC. | -4.8% |
|
APPLE INC | -4.4% |
|
MICROSOFT CORP | -4.4% |
|
ELI LILLY & CO | -2.4% |
|
VISA INC. CLASS A | -2.3% |
|
MASTERCARD INCORPORATED CLASS A | -2.1% |
|
COSTCO WHOLESALE CORP | -1.8% |
|
WAL-MART STORES INC | -1.6% |
|
ORACLE CORP | -1.2% |
|
UNITEDHEALTH GROUP INC | -0.9% |