Fund Overlap

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


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331

Number of overlapping holdings

79.2%

% of PFM's 419 holdings also in DTD

40.5%

% of DTD's 825 holdings also in PFM

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

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Company Weight
in PFM
Weight
in DTD
Overlap
APPLE INC 4.2% 3.2% 3.2%
MICROSOFT CORP 4.2% 3.0% 3.0%
JPMORGAN CHASE & CO 2.9% 2.9% 2.9%
BROADCOM INC. 4.5% 2.3% 2.3%
EXXON MOBIL CORP 2.1% 2.6% 2.1%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DTD
BROADCOM INC. 2.2%
WAL-MART STORES INC 1.8%
MASTERCARD INCORPORATED CLASS A 1.7%
VISA INC. CLASS A 1.6%
COSTCO WHOLESALE CORP 1.5%
ORACLE CORP 1.5%
MICROSOFT CORP 1.2%
APPLE INC 1.1%
ACCENTURE PLC-CL A 1.0%
LINDE PLC 0.9%
PFM Underweight Relative to DTD
NVIDIA CORP -2.0%
ABBVIE INC -1.0%
ALPHABET INC. CLASS A -0.9%
WELLS FARGO & CO -0.8%
META PLATFORMS INC -0.8%
ELI LILLY & CO -0.7%
CITIGROUP INC -0.6%
T-MOBILE US, INC. -0.6%
ALPHABET INC. CLASS C -0.6%
JOHNSON & JOHNSON -0.5%
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