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
OVERLAP
29%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
PFM
426
HOLDINGS
6%
ALSO IN SWP
SWP
49
HOLDINGS
51%
ALSO IN PFM
SECTOR DRIFT (PFM minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in PFM |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.0% | 4.9% | 4.0% |
|
APPLE INC | 4.3% | 3.9% | 3.9% |
|
BROADCOM INC. | 4.4% | 3.8% | 3.8% |
|
ORACLE CORP | 3.1% | 3.4% | 3.1% |
|
JPMORGAN CHASE & CO | 3.3% | 2.5% | 2.5% |
PFM Overweight Relative to SWP
|
WAL-MART STORES INC | 3.2% |
|
VISA INC. CLASS A | 2.3% |
|
MASTERCARD INCORPORATED CLASS A | 2.0% |
|
EXXON MOBIL CORP | 1.9% |
|
JOHNSON & JOHNSON | 1.8% |
|
COSTCO WHOLESALE CORP | 1.6% |
|
HOME DEPOT INC | 1.5% |
|
BANK OF AMERICA CORP | 1.5% |
|
PROCTER & GAMBLE CO/THE | 1.4% |
|
UNITEDHEALTH GROUP INC | 1.3% |
PFM Underweight Relative to SWP
|
ALPHABET INC. CLASS A | -3.9% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.6% |
|
INTL BUSINESS MACHINES CORP | -2.5% |
|
META PLATFORMS INC | -2.4% |
|
TOLL BROTHERS INC | -2.2% |
|
TJX COMPANIES INC | -2.2% |
|
FLOWSERVE CORP | -2.2% |
|
PROLOGIS INC | -2.1% |
|
BLACKSTONE GROUP LP/THE | -2.1% |
|
CENCORA INC | -2.1% |