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
61
Number of overlapping holdings
14.5%
% of PFM's 426 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 | |
|---|---|---|---|---|
 |
ORACLE CORP | 2.0% | 2.0% | 2.0% |
|
MICROSOFT CORP | 3.8% | 1.8% | 1.8% |
|
APPLE INC | 4.3% | 1.7% | 1.7% |
|
MERCK & CO. INC. | 1.3% | 1.3% | 1.3% |
|
JPMORGAN CHASE & CO | 2.6% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to INCE
|
BROADCOM INC. | 3.4% |
|
WAL-MART STORES INC | 2.9% |
|
APPLE INC | 2.6% |
|
MICROSOFT CORP | 2.0% |
|
COSTCO WHOLESALE CORP | 1.8% |
|
UNITEDHEALTH GROUP INC | 1.4% |
|
JPMORGAN CHASE & CO | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
EXXON MOBIL CORP | 1.2% |
|
MASTERCARD INCORPORATED CLASS A | 0.9% |
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% |
|
AMAZON.COM INC | -1.4% |
|
NEW YORK TIMES CO -CL A | -1.4% |
|
TRACTOR SUPPLY COMPANY | -1.4% |
|
PROGRESSIVE CORP | -1.4% |