Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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43
Number of overlapping holdings
10.0%
% of PFM's 430 holdings also in BGDV
79.6%
% of BGDV's 54 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. | 3.6% | 4.4% | 3.6% |
|
ELI LILLY & CO | 3.6% | 5.4% | 3.6% |
|
UNITEDHEALTH GROUP INC | 1.9% | 2.5% | 1.9% |
|
JPMORGAN CHASE & CO | 2.9% | 1.7% | 1.7% |
|
HOME DEPOT INC | 1.6% | 2.0% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to BGDV
|
MICROSOFT CORP | 4.1% |
|
APPLE INC | 3.6% |
|
VISA INC. CLASS A | 2.5% |
|
WAL-MART STORES INC | 2.2% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
EXXON MOBIL CORP | 2.1% |
|
COSTCO WHOLESALE CORP | 2.0% |
|
JOHNSON & JOHNSON | 1.7% |
|
COCA-COLA CO/THE | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
PFM Underweight Relative to BGDV
|
BROADRIDGE FINANCIAL SOLUTIO | -4.0% |
|
TJX COMPANIES INC | -3.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.8% |
|
CINTAS CORP | -3.7% |
|
MOTOROLA SOLUTIONS | -3.7% |
|
MARSH & MCLENNAN COS | -3.0% |
|
WILLIAMS COS INC | -2.9% |
|
MONDELEZ INTERNATIONAL INC-A | -2.7% |
|
TARGA RESOURCES CORP | -2.7% |
|
HARTFORD FINANCIAL SVCS GRP | -2.5% |