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
68
Number of overlapping holdings
16.3%
% of PFM's 419 holdings also in LVOL
68.0%
% of LVOL's 101 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus LVOL)
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 LVOL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.2% | 6.7% | 4.2% |
|
MICROSOFT CORP | 4.2% | 8.1% | 4.2% |
|
VISA INC. CLASS A | 2.2% | 2.9% | 2.2% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% | 2.2% | 2.1% |
|
COSTCO WHOLESALE CORP | 1.9% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to LVOL
|
BROADCOM INC. | 3.4% |
|
JPMORGAN CHASE & CO | 2.9% |
|
WAL-MART STORES INC | 2.6% |
|
EXXON MOBIL CORP | 2.1% |
|
UNITEDHEALTH GROUP INC | 2.1% |
|
ORACLE CORP | 2.0% |
|
BANK OF AMERICA CORP | 1.5% |
|
CHEVRON CORP | 1.2% |
|
MORGAN STANLEY | 0.9% |
|
PHILIP MORRIS INTERNATIONAL | 0.8% |
PFM Underweight Relative to LVOL
|
MICROSOFT CORP | -4.0% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
APPLE INC | -2.5% |
|
ALPHABET INC. CLASS A | -2.3% |
|
AMAZON.COM INC | -1.9% |
 |
TE CONNECTIVITY | -1.9% |
|
AMPHENOL CORP-CL A | -1.7% |
|
MARSH & MCLENNAN COS | -1.5% |
|
COGNIZANT TECH SOLUTIONS-A | -1.5% |
 |
LINDE PLC | -1.5% |