Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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61
Number of overlapping holdings
14.2%
% of PFM's 430 holdings also in INCE
73.5%
% of INCE's 85 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus INCE)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in INCE |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.0% | 1.8% | 1.8% |
|
APPLE INC | 3.7% | 1.7% | 1.7% |
|
ORACLE CORP | 1.7% | 2.0% | 1.7% |
|
JPMORGAN CHASE & CO | 2.9% | 1.2% | 1.2% |
|
ABBVIE INC | 1.5% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to INCE
|
BROADCOM INC. | 3.3% |
|
ELI LILLY & CO | 3.3% |
|
WAL-MART STORES INC | 2.9% |
|
MICROSOFT CORP | 2.1% |
|
APPLE INC | 2.1% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
JPMORGAN CHASE & CO | 1.7% |
|
VISA INC. CLASS A | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
EXXON MOBIL CORP | 1.2% |
PFM Underweight Relative to INCE
|
AMPHENOL CORP-CL A | -1.8% |
|
VONTIER CORP | -1.7% |
|
ANSYS INC | -1.7% |
|
ALPHABET INC. CLASS A | -1.7% |
|
SYNOPSYS INC | -1.6% |
|
PTC INC. | -1.6% |
|
TRACTOR SUPPLY COMPANY | -1.4% |
|
AMAZON.COM INC | -1.4% |
|
NEW YORK TIMES CO -CL A | -1.4% |
|
ANALOG DEVICES INC | -1.4% |