ITOT vs PFM: holdings overlap, shared companies and scores

As of September 11, 2026, ITOT and PFM overlap 41.9% by weight. iShares Core S&P Total U.S. Stock Market ETF (ITOT): U.S. total market equities. Invesco Dividend Achievers ETF (PFM): U.S. dividend growers.

Updated September 11, 2026

How much do ITOT and PFM overlap?

As of September 11, 2026, ITOT and PFM overlap 41.9% by weight.

45% of ITOT is already inside PFM.

99% of PFM is already inside ITOT.

ITOT holds 2,417 companies and PFM holds 428; 417 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score ITOT and PFM?

As of September 11, 2026, ETF Copilot scores ITOT 5.3 out of 10 and PFM 5.0 out of 10.

They differ most on Risk: ITOT 4.8 and PFM 7.0.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

ITOT vs PFM — ETF Copilot factor scores, 0–10
FactorITOTPFM
Growth3.43.4
Valuation2.82.2
Risk4.87.0
Quality8.07.4
Return7.35.4

ITOT is the cheaper of the two at 0.03% a year

As of September 11, 2026, ITOT charges 0.03% a year, yields 1.11% and holds $97.1B in assets across 2417 positions.

As of September 11, 2026, PFM charges 0.52% a year, yields 1.94% and holds $794M in assets across 428 positions.

ITOT vs PFM — cost, income and size
MeasureITOTPFM
Expense ratio0.03%0.52%
Dividend yield1.11%1.94%
Assets under management$97.1B$794M
Holdings2417428

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where ITOT and PFM trade against their own history

ITOT trades at 24.8 times earnings, against its own median of 21.1, and is more expensive than 83% of its own 114 monthly readings since 2017.

PFM trades at 24.4 times earnings, against its own median of 21.5, and is more expensive than 82% of its own 114 monthly readings since 2017.

What moved ITOT and PFM this week

ITOT fell 1.2% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Eli Lilly (−3.8%); Advanced Micro Devices (+13.1%) pushed the other way.

PFM fell 1.5% in the week to September 11, 2026. The holdings that moved it most were Eli Lilly (−3.8%), Microsoft (−2.8%) and Amgen (−15.0%); Exxon Mobil (+2.3%) pushed the other way.

What do ITOT and PFM each hold?

What's inside ITOT: Tech 43%, Magnificent 7 30%.

34% of ITOT is its ten largest holdings.

What's inside PFM: Tech 23%, Magnificent 7 9%.

31% of PFM is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “ITOT vs PFM holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/itot-vs-pfm

  1. iShares Core S&P Total U.S. Stock Market ETF (ITOT)
  2. Invesco Dividend Achievers ETF (PFM)

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