Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
6.5%
% of PFM's 430 holdings also in GDIV
60.9%
% of GDIV's 47 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus GDIV)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in GDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.1% | 5.9% | 4.1% |
|
BROADCOM INC. | 3.6% | 6.4% | 3.6% |
|
APPLE INC | 3.6% | 5.1% | 3.6% |
|
ELI LILLY & CO | 3.6% | 3.4% | 3.4% |
|
UNITEDHEALTH GROUP INC | 1.9% | 2.4% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to GDIV
|
JPMORGAN CHASE & CO | 2.9% |
|
VISA INC. CLASS A | 2.5% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
EXXON MOBIL CORP | 2.1% |
|
COSTCO WHOLESALE CORP | 2.0% |
|
WAL-MART STORES INC | 1.9% |
|
JOHNSON & JOHNSON | 1.7% |
|
ORACLE CORP | 1.6% |
|
HOME DEPOT INC | 1.6% |
|
ABBVIE INC | 1.4% |
PFM Underweight Relative to GDIV
|
ARTHUR J GALLAGHER & CO | -4.0% |
|
MUELLER INDUSTRIES INC | -3.0% |
|
META PLATFORMS INC | -2.9% |
|
BROADCOM INC. | -2.8% |
|
PRIMERICA INC | -2.8% |
|
TAPESTRY, INC. | -2.6% |
|
CINTAS CORP | -2.2% |
|
PFIZER INC | -2.1% |
|
WILLIAMS COS INC | -2.1% |
|
AMERIPRISE FINANCIAL INC | -1.9% |