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   

54

Number of overlapping holdings

12.9%

% of PFM's 418 holdings also in BGDV

80.6%

% of BGDV's 67 holdings also in PFM

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

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Company Weight
in PFM
Weight
in BGDV
Overlap
BROADCOM INC. 4.6% 8.1% 4.6%
JPMORGAN CHASE & CO 3.0% 2.2% 2.2%
UNITEDHEALTH GROUP INC 2.1% 2.4% 2.1%
HOME DEPOT INC 1.7% 3.0% 1.7%
PROCTER & GAMBLE CO/THE 1.6% 1.7% 1.6%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to BGDV
APPLE INC 4.1%
MICROSOFT CORP 3.8%
WAL-MART STORES INC 3.3%
VISA INC. CLASS A 2.3%
EXXON MOBIL CORP 2.1%
MASTERCARD INCORPORATED CLASS A 2.0%
COSTCO WHOLESALE CORP 1.8%
JOHNSON & JOHNSON 1.5%
BANK OF AMERICA CORP 1.3%
COCA-COLA CO/THE 1.2%
PFM Underweight Relative to BGDV
ELI LILLY & CO -5.5%
CINTAS CORP -3.5%
BROADRIDGE FINANCIAL SOLUTIO -3.5%
BROADCOM INC. -3.5%
MOTOROLA SOLUTIONS -3.2%
MARSH & MCLENNAN COS -3.0%
TJX COMPANIES INC -3.0%
TARGA RESOURCES CORP -2.2%
MONDELEZ INTERNATIONAL INC-A -2.1%
ABBVIE INC -2.1%
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