Sobreposição de Carteiras de ETF
Quanto têm dois fundos em comum? Sobreposição ponderada, posições partilhadas e o que é exclusivo de cada um.
Maiores Posições Compartilhadas
| Posição | BALQ | JEPI | Diferença |
|---|
| MSFT MICROSOFT |
7.34% | 1.90% |
+5.44% |
| AMZN AMAZON.COM INC |
5.38% | 1.89% |
+3.49% |
| NVDA NVIDIA |
8.67% | 1.76% |
+6.91% |
| AAPL APPLE |
7.25% | 1.75% |
+5.50% |
| GOOGL ALPHABET CLASS A |
3.60% | 1.72% |
+1.88% |
| META META PLATFORMS CLASS A |
2.76% | 1.56% |
+1.20% |
| AVGO BROADCOM INC |
3.09% | 1.53% |
+1.56% |
| LRCX LAM RESEARCH |
1.95% | 1.44% |
+0.51% |
| COST COSTCO WHOLESALE CORP |
2.72% | 1.27% |
+1.44% |
| AMD ADVANCED MICRO DEVICES |
3.67% | 0.95% |
+2.72% |
| WMT WALMART INC |
2.22% | 0.74% |
+1.48% |
| PG PROCTER & GAMBLE |
0.75% | 0.56% |
+0.19% |
| RTX RTX CORP |
0.50% | 1.31% |
-0.81% |
| MU MICRON TECHNOLOGY |
5.13% | 0.44% |
+4.70% |
| VZ VERIZON COMMUNICATIONS INC |
0.40% | 0.41% |
-0.01% |
| TSLA TESLA INC |
2.78% | 0.40% |
+2.37% |
| XOM EXXONMOBIL HOLDINGS CORP |
0.44% | 0.32% |
+0.13% |
| ABBV ABBVIE |
0.32% | 1.68% |
-1.36% |
| TJX TJX |
0.50% | 0.31% |
+0.20% |
| EMR EMERSON ELECTRIC |
0.29% | 0.91% |
-0.62% |
Maiores Diferenças de Ponderação
| Posição | BALQ | JEPI | Δ |
|---|
| NVDA |
8.67% | 1.76% |
+6.91% |
| AAPL |
7.25% | 1.75% |
+5.50% |
| MSFT |
7.34% | 1.90% |
+5.44% |
| MU |
5.13% | 0.44% |
+4.70% |
| AMZN |
5.38% | 1.89% |
+3.49% |
| AMD |
3.67% | 0.95% |
+2.72% |
| TSLA |
2.78% | 0.40% |
+2.37% |
| INTC |
2.27% | 0.20% |
+2.07% |
| GOOGL |
3.60% | 1.72% |
+1.88% |
| AVGO |
3.09% | 1.53% |
+1.56% |
| WMT |
2.22% | 0.74% |
+1.48% |
| COST |
2.72% | 1.27% |
+1.44% |
Apenas em BALQ
| GOOG ALPHABET CLASS C |
3.21% |
| CSCO CISCO SYSTEMS INC |
2.19% |
| AMAT APPLIED MATERIAL INC |
1.96% |
| PANW PALO ALTO NETWORKS |
1.56% |
| MRVL MARVELL TECHNOLOGY |
1.27% |
| SNDK SANDISK |
1.19% |
| CVX CHEVRON |
0.92% |
| ADBE ADOBE INC |
0.82% |
| MCHP MICROCHIP TECHNOLOGY INC |
0.69% |
| ABT ABBOTT LABORATORIES |
0.69% |
| SPCX SPACE EXPLORATION… |
0.65% |
| DT DYNATRACE INC |
0.63% |
| LMT LOCKHEED MARTIN CORP |
0.53% |
| ZS ZSCALER |
0.50% |
| IP INTERNATIONAL PAPER |
0.46% |
Apenas em JEPI
| MA MASTERCARD INC COMMON |
1.84% |
| JNJ JOHNSON & COMMON |
1.80% |
| EOG EOG RESOURCES INC COMMON |
1.58% |
| MMM 3M CO COMMON STOCK USD |
1.53% |
| V VISA INC COMMON STOCK |
1.52% |
| LOW LOWE'S COS INC COMMON |
1.50% |
| HWM HOWMET AEROSPACE INC |
1.44% |
| ETN EATON CORP PLC COMMON |
1.39% |
| PM PHILIP MORRIS |
1.39% |
| ROST ROSS STORES INC COMMON |
1.34% |
| MDLZ MONDELEZ INTERNATIONAL |
1.30% |
| VRTX VERTEX PHARMACEUTICALS |
1.29% |
| PEP PEPSICO INC COMMON STOCK |
1.27% |
| ECL ECOLAB INC COMMON STOCK |
1.11% |
| REGN REGENERON |
1.09% |
Apenas ferramenta de pesquisa — a sobreposição é uma das formas de avaliar similaridade, não um julgamento sobre qual fundo é melhor.