Chevauchement des positions d'ETF
Quelle part deux fonds ont-ils réellement en commun ? Chevauchement pondéré, positions partagées et ce qui est propre à chaque côté.
Positions communes les plus importantes
| Participation | BCFN | IVV | Différence |
|---|
| JPM JPMORGAN CHASE + CO |
4.79% | 1.45% |
+3.35% |
| V VISA INC CLASS A SHARES |
5.82% | 0.96% |
+4.85% |
| MA MASTERCARD INC A |
5.70% | 0.73% |
+4.97% |
| BAC BANK OF AMERICA CORP |
4.85% | 0.62% |
+4.23% |
| MS MORGAN STANLEY |
3.90% | 0.39% |
+3.51% |
| SCHW SCHWAB (CHARLES) CORP |
4.47% | 0.28% |
+4.19% |
| AXP AMERICAN EXPRESS CO |
2.24% | 0.27% |
+1.96% |
| BLK BLACKROCK INC |
3.07% | 0.26% |
+2.81% |
| COF CAPITAL ONE FINANCIAL CORP |
2.46% | 0.20% |
+2.26% |
| SPGI S+P GLOBAL INC |
3.86% | 0.20% |
+3.66% |
| PGR PROGRESSIVE CORP |
1.09% | 0.20% |
+0.90% |
| INTU INTUIT INC |
0.36% | 0.16% |
+0.21% |
| CME CME GROUP INC |
2.80% | 0.15% |
+2.65% |
| HOOD ROBINHOOD MARKETS INC A |
1.42% | 0.12% |
+1.29% |
| MCO MOODY S CORP |
3.72% | 0.12% |
+3.60% |
| KKR KKR + CO INC |
3.48% | 0.11% |
+3.37% |
| APO APOLLO GLOBAL MANAGEMENT… |
2.70% | 0.09% |
+2.60% |
| SQ BLOCK INC |
0.97% | 0.07% |
+0.91% |
| MSCI MSCI INC |
3.24% | 0.06% |
+3.18% |
| IBKR INTERACTIVE BROKERS GRO… |
4.17% | 0.06% |
+4.11% |
Plus grands écarts de pondération
| Participation | BCFN | IVV | Δ |
|---|
| MA |
5.70% | 0.73% |
+4.97% |
| V |
5.82% | 0.96% |
+4.85% |
| BAC |
4.85% | 0.62% |
+4.23% |
| SCHW |
4.47% | 0.28% |
+4.19% |
| IBKR |
4.17% | 0.06% |
+4.11% |
| SPGI |
3.86% | 0.20% |
+3.66% |
| MCO |
3.72% | 0.12% |
+3.60% |
| MS |
3.90% | 0.39% |
+3.51% |
| KKR |
3.48% | 0.11% |
+3.37% |
| JPM |
4.79% | 1.45% |
+3.35% |
| MSCI |
3.24% | 0.06% |
+3.18% |
| BLK |
3.07% | 0.26% |
+2.81% |
Uniquement dans BCFN
| LPLA LPL FINANCIAL HOLDINGS INC |
3.73% |
| MELI MERCADOLIBRE INC |
3.13% |
| AER AERCAP HOLDINGS NV |
2.72% |
| NU NU HOLDINGS LTD/CAYMAN ISL A |
2.70% |
| HLI HOULIHAN LOKEY INC |
1.78% |
| SHOP.TO SHOPIFY INC CLASS A |
1.75% |
| TW TRADEWEB MARKETS INC CLASS A |
1.73% |
| WISE.L WISE GROUP PLC CL A |
1.63% |
| GWRE GUIDEWIRE SOFTWARE INC |
1.45% |
| PRI PRIMERICA INC |
1.34% |
| TRU TRANSUNION |
1.25% |
| TWFG TWFG INC |
0.91% |
| LCLN LINCOLN INTERNATIONAL INC |
0.85% |
| DAVE DAVE INC |
0.82% |
| BWIN BALDWIN INSURANCE GROUP INC/ |
0.56% |
Uniquement dans IVV
| NVDA NVIDIA |
7.65% |
| AAPL APPLE |
6.91% |
| MSFT MICROSOFT |
5.49% |
| AMZN AMAZON.COM INC |
3.89% |
| GOOGL ALPHABET CLASS A |
3.09% |
| AVGO BROADCOM INC |
2.57% |
| GOOG ALPHABET CLASS C |
2.47% |
| META META PLATFORMS CLASS A |
1.86% |
| MU MICRON TECHNOLOGY |
1.56% |
| LLY ELI LILLY |
1.49% |
| TSLA TESLA INC |
1.49% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.40% |
| AMD ADVANCED MICRO DEVICES |
1.13% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.03% |
| JNJ JOHNSON & JOHNSON |
1.00% |
Outil de recherche uniquement — le chevauchement est un angle d'analyse de la similarité, pas un jugement sur le meilleur fonds.