Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
6.5%
% of PFM's 419 holdings also in MBOX
55.1%
% of MBOX's 49 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus MBOX)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.5% | 2.9% | 2.9% |
|
JPMORGAN CHASE & CO | 2.9% | 2.5% | 2.5% |
|
UNITEDHEALTH GROUP INC | 2.1% | 2.0% | 2.0% |
|
MICROSOFT CORP | 4.2% | 2.0% | 2.0% |
|
HOME DEPOT INC | 1.8% | 2.2% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to MBOX
|
APPLE INC | 4.2% |
|
WAL-MART STORES INC | 3.2% |
|
VISA INC. CLASS A | 2.2% |
|
MICROSOFT CORP | 2.1% |
|
EXXON MOBIL CORP | 2.1% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
ORACLE CORP | 2.0% |
|
COSTCO WHOLESALE CORP | 1.9% |
|
PROCTER & GAMBLE CO/THE | 1.7% |
|
BROADCOM INC. | 1.5% |
PFM Underweight Relative to MBOX
|
JEFFERIES FINANCIAL GROUP INC. | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
EOG RESOURCES, INC. | -2.3% |
|
CARRIER GLOBAL CORP. | -2.2% |
|
PROGRESSIVE CORP | -2.2% |
|
DICK'S SPORTING GOODS INC | -2.2% |
|
CINCINNATI FINANCIAL CORP | -2.2% |
|
MUELLER INDUSTRIES INC | -2.2% |
|
BANK OZK | -2.1% |
|
KROGER CO | -2.1% |