Overlapping ETF-posities
Hoeveel hebben twee fondsen werkelijk gemeen? Op gewicht gebaseerde overlap, gedeelde posities en wat uniek is voor elk fonds.
Grootste gedeelde posities
| Positie | AUSF | IVV | Verschil |
|---|
| MSFT MICROSOFT CORP |
1.70% | 5.52% |
-3.81% |
| BRK-B BERKSHIRE HATHAWAY INC-CL… |
1.50% | 1.40% |
+0.10% |
| AAPL APPLE INC |
1.39% | 6.88% |
-5.49% |
| JNJ JOHNSON & JOHNSON |
1.56% | 0.99% |
+0.56% |
| WMT WALMART INC |
1.21% | 0.70% |
+0.52% |
| CSCO CISCO SYSTEMS INC |
1.45% | 0.66% |
+0.78% |
| XOM EXXONMOBIL HOLDINGS CORP |
0.61% | 1.01% |
-0.39% |
| KO COCA-COLA CO/THE |
1.41% | 0.54% |
+0.88% |
| RTX RTX CORPORATION |
1.58% | 0.43% |
+1.15% |
| VZ VERIZON COMMUNICATIONS INC |
2.21% | 0.32% |
+1.89% |
| MCD MCDONALD'S CORP |
0.69% | 0.29% |
+0.40% |
| T AT&T INC |
2.03% | 0.27% |
+1.76% |
| PFE PFIZER INC |
0.56% | 0.25% |
+0.31% |
| TJX TJX COMPANIES INC |
1.31% | 0.23% |
+1.08% |
| BMY BRISTOL-MYERS SQUIBB CO |
0.54% | 0.21% |
+0.33% |
| CVS CVS HEALTH CORP |
0.42% | 0.18% |
+0.24% |
| MO ALTRIA GROUP INC |
1.17% | 0.17% |
+1.00% |
| ADP AUTOMATIC DATA PROCESSING |
1.39% | 0.17% |
+1.22% |
| LMT LOCKHEED MARTIN CORP |
1.42% | 0.17% |
+1.25% |
| CME CME GROUP INC |
1.45% | 0.15% |
+1.30% |
Grootste Wegingsverschillen
| Positie | AUSF | IVV | Δ |
|---|
| AAPL |
1.39% | 6.88% |
-5.49% |
| MSFT |
1.70% | 5.52% |
-3.81% |
| GOOGL |
0.09% | 3.07% |
-2.99% |
| GOOG |
0.09% | 2.45% |
-2.36% |
| VZ |
2.21% | 0.32% |
+1.89% |
| T |
2.03% | 0.27% |
+1.76% |
| MSI |
1.65% | 0.12% |
+1.53% |
| VRSN |
1.51% | 0.04% |
+1.48% |
| GD |
1.47% | 0.14% |
+1.32% |
| CME |
1.45% | 0.15% |
+1.30% |
| AFL |
1.37% | 0.08% |
+1.29% |
| RSG |
1.35% | 0.07% |
+1.28% |
Alleen in AUSF
| RPRX ROYALTY PHARMA PLC- CL A |
1.54% |
| TXNM TXNM ENERGY INC |
1.43% |
| LIN LINDE PLC |
1.40% |
| ADC AGREE REALTY CORP |
1.35% |
| DOX AMDOCS LTD |
1.32% |
| PEN PENUMBRA INC |
1.17% |
| ACN ACCENTURE PLC-CL A |
0.65% |
| MDT MEDTRONIC PLC |
0.62% |
| NYT NEW YORK TIMES CO-A |
0.62% |
| BIO BIO-RAD LABORATORIES-A |
0.62% |
| BDX BECTON DICKINSON AND CO |
0.60% |
| MHK MOHAWK INDUSTRIES INC |
0.59% |
| PPC PILGRIM'S PRIDE CORP |
0.55% |
| SW SMURFIT WESTROCK PLC |
0.54% |
| AA ALCOA CORP |
0.54% |
Alleen in IVV
| NVDA NVIDIA |
7.80% |
| AMZN AMAZON.COM INC |
3.86% |
| AVGO BROADCOM INC |
2.55% |
| META META PLATFORMS CLASS A |
1.89% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| JPM JPMORGAN CHASE & CO |
1.44% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| V VISA CLASS A |
0.96% |
| MA MASTERCARD CLASS A |
0.73% |
| ABBV ABBVIE |
0.71% |
| INTC INTEL CORPORATION |
0.65% |
| BAC BANK OF AMERICA |
0.62% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
0.60% |
Uitsluitend een onderzoeksinstrument — overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.