Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |