Fund Overlap

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


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338

Number of overlapping holdings

81.6%

% of PFM's 415 holdings also in DTD

40.9%

% of DTD's 838 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 4.1% 3.2% 3.2%
MICROSOFT CORP 3.8% 3.2% 3.2%
JPMORGAN CHASE & CO 2.9% 3.3% 2.9%
EXXON MOBIL CORP 2.0% 2.3% 2.0%
JOHNSON & JOHNSON 1.7% 2.6% 1.7%

Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to DTD
BROADCOM INC. 3.9%
WAL-MART STORES INC 1.6%
VISA INC. CLASS A 1.6%
MASTERCARD INCORPORATED CLASS A 1.6%
COSTCO WHOLESALE CORP 1.3%
ORACLE CORP 1.3%
UNITEDHEALTH GROUP INC 1.0%
LINDE PLC 0.9%
ACCENTURE PLC-CL A 0.9%
APPLE INC 0.9%
PFM Underweight Relative to DTD
NVIDIA CORP -2.5%
AT&T INC -1.2%
META PLATFORMS INC -1.2%
T-MOBILE US, INC. -0.9%
GILEAD SCIENCES INC -0.9%
JOHNSON & JOHNSON -0.9%
ALPHABET INC. CLASS A -0.8%
WELLS FARGO & CO -0.8%
ALPHABET INC. CLASS C -0.8%
CITIGROUP INC -0.7%
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