Mức Độ Trùng Lặp Danh Mục ETF
Hai quỹ thực sự chia sẻ bao nhiêu? Mức độ chồng lấp theo tỷ trọng, các vị thế chung, và những gì là độc nhất của mỗi bên.
Vị thế chung lớn nhất
| Tài sản nắm giữ | BAMD | VIG | Chênh lệch |
|---|
| JPM JPMorgan Chase & Company |
4.42% | 4.08% |
+0.34% |
| GS Goldman Sachs Group, Inc.… |
2.69% | 1.21% |
+1.48% |
| MS Morgan Stanley |
2.37% | 1.09% |
+1.27% |
| AMGN Amgen, Inc. |
1.97% | 0.99% |
+0.97% |
| PEP PepsiCo, Inc. |
4.70% | 0.82% |
+3.88% |
| NEE NextEra Energy, Inc. |
1.66% | 0.74% |
+0.93% |
| ACN Accenture plc |
1.22% | 0.50% |
+0.72% |
| ADP Automatic Data… |
1.10% | 0.49% |
+0.61% |
| CME CME Group, Inc. |
4.65% | 0.44% |
+4.21% |
| INTU Intuit, Inc. |
0.89% | 0.43% |
+0.46% |
| PNC PNC Financial Services… |
0.89% | 0.40% |
+0.49% |
| WM Waste Management, Inc. |
0.84% | 0.35% |
+0.50% |
| CMI Cummins, Inc. |
0.69% | 0.33% |
+0.36% |
| TRV Travelers Companies, Inc.… |
0.79% | 0.33% |
+0.45% |
| NOC Northrop Grumman… |
0.73% | 0.31% |
+0.42% |
| HIG Hartford Insurance Group… |
0.36% | 0.16% |
+0.19% |
| BR Broadridge Financial… |
0.19% | 0.09% |
+0.10% |
| SNA Snap-on, Inc. |
0.18% | 0.09% |
+0.09% |
| STZ Constellation Brands, Inc. |
0.20% | 0.08% |
+0.12% |
| CSL Carlisle Companies, Inc. |
0.12% | 0.06% |
+0.06% |
Chênh lệch tỷ trọng lớn nhất
| Tài sản nắm giữ | BAMD | VIG | Δ |
|---|
| CME |
4.65% | 0.44% |
+4.21% |
| PEP |
4.70% | 0.82% |
+3.88% |
| GS |
2.69% | 1.21% |
+1.48% |
| MS |
2.37% | 1.09% |
+1.27% |
| AMGN |
1.97% | 0.99% |
+0.97% |
| NEE |
1.66% | 0.74% |
+0.93% |
| ACN |
1.22% | 0.50% |
+0.72% |
| ADP |
1.10% | 0.49% |
+0.61% |
| WM |
0.84% | 0.35% |
+0.50% |
| PNC |
0.89% | 0.40% |
+0.49% |
| INTU |
0.89% | 0.43% |
+0.46% |
| TRV |
0.79% | 0.33% |
+0.45% |
Chỉ trong BAMD
| TTE TotalEnergies S.E. |
5.20% |
| EIX Edison International |
5.17% |
| OKE ONEOK, Inc. |
4.83% |
| FIS Fidelity National Information… |
4.55% |
| AU Anglogold Ashanti plc |
4.49% |
| CVX Chevron Corporation |
4.19% |
| CNA CNA Financial Corporation |
3.42% |
| PM Philip Morris International… |
3.09% |
| WFC Wells Fargo & Company |
2.61% |
| AZN AstraZeneca plc |
2.48% |
| FRO Frontline plc |
2.20% |
| C Citigroup, Inc. |
2.17% |
| VNOM Viper Energy, Inc. |
2.15% |
| AXP American Express Company |
2.08% |
| TPG TPG, Inc. |
1.73% |
Chỉ trong VIG
| MSFT Microsoft Corp |
4.69% |
| AAPL Apple Inc |
4.52% |
| AVGO Broadcom Inc |
4.36% |
| LLY Eli Lilly & Co |
3.92% |
| XOM ExxonMobil Holdings Corp |
2.86% |
| JNJ Johnson & Johnson |
2.74% |
| V Visa Inc |
2.51% |
| MA Mastercard Inc |
2.04% |
| WMT Walmart Inc |
1.97% |
| ABBV AbbVie Inc |
1.94% |
| CSCO Cisco Systems Inc |
1.87% |
| COST Costco Wholesale Corp |
1.79% |
| BAC Bank of America Corp |
1.73% |
| LRCX Lam Research Corp |
1.61% |
| CAT Caterpillar Inc |
1.57% |
Chỉ là công cụ nghiên cứu: mức độ trùng lặp là một góc nhìn về sự tương đồng, không phải đánh giá quỹ nào tốt hơn.