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
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |