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
175
Number of overlapping holdings
40.8%
% of PFM's 430 holdings also in SPDG
61.0%
% of SPDG's 288 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SPDG)
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 SPDG |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 2.0% | 1.8% | 1.8% |
|
EXXON MOBIL CORP | 2.2% | 1.6% | 1.6% |
|
JOHNSON & JOHNSON | 1.7% | 1.6% | 1.6% |
|
ABBVIE INC | 1.5% | 1.5% | 1.5% |
|
HOME DEPOT INC | 1.5% | 3.8% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SPDG
|
MICROSOFT CORP | 4.0% |
|
APPLE INC | 3.7% |
|
BROADCOM INC. | 3.3% |
|
ELI LILLY & CO | 3.3% |
|
WAL-MART STORES INC | 2.9% |
|
JPMORGAN CHASE & CO | 2.9% |
|
VISA INC. CLASS A | 2.5% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
PROCTER & GAMBLE CO/THE | 1.7% |
PFM Underweight Relative to SPDG
|
VERIZON COMMUNICATIONS INC | -8.5% |
|
CISCO SYSTEMS INC | -4.1% |
|
INTL BUSINESS MACHINES CORP | -3.9% |
 |
ACCENTURE PLC-CL A | -3.3% |
|
TEXAS INSTRUMENTS INC | -2.9% |
|
QUALCOMM INC | -2.6% |
|
HOME DEPOT INC | -2.3% |
|
ANALOG DEVICES INC | -1.7% |
|
MCDONALD'S CORP | -1.6% |
|
BANK OF AMERICA CORP | -1.3% |