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 | CDPI | JEPI | Différence |
|---|
| JNJ JOHNSON & JOHNSON |
2.40% | 1.80% |
+0.60% |
| ABBV ABBVIE INC |
1.83% | 1.68% |
+0.15% |
| PM PHILIP MORRIS… |
1.81% | 1.39% |
+0.43% |
| PEP PEPSICO INC |
1.08% | 1.27% |
-0.19% |
| C CITIGROUP INC |
1.34% | 1.05% |
+0.30% |
| MMM 3M CO |
0.79% | 1.53% |
-0.74% |
| SO SOUTHERN CO/THE |
0.87% | 0.70% |
+0.16% |
| NEE NEXTERA ENERGY INC |
0.68% | 1.65% |
-0.98% |
| T AT&T INC |
1.06% | 0.65% |
+0.41% |
| AVGO BROADCOM INC |
0.65% | 1.53% |
-0.88% |
| BMY BRISTOL-MYERS SQUIBB CO |
0.64% | 0.85% |
-0.21% |
| GOOGL ALPHABET INC |
0.63% | 1.72% |
-1.10% |
| RTX RTX CORP |
0.59% | 1.31% |
-0.72% |
| PG PROCTER & GAMBLE CO/THE |
0.65% | 0.56% |
+0.09% |
| MRK MERCK & CO INC |
1.82% | 0.55% |
+1.27% |
| VZ VERIZON COMMUNICATIONS INC |
1.16% | 0.41% |
+0.75% |
| UNH UNITEDHEALTH GROUP INC |
0.78% | 0.37% |
+0.40% |
| TXN TEXAS INSTRUMENTS INC |
1.13% | 0.35% |
+0.78% |
| HPE HEWLETT PACKARD… |
1.68% | 0.33% |
+1.34% |
| UNP UNION PACIFIC CORP |
0.45% | 0.33% |
+0.12% |
Plus grands écarts de pondération
| Participation | CDPI | JEPI | Δ |
|---|
| XOM |
2.97% | 0.32% |
+2.65% |
| BAC |
1.57% | 0.20% |
+1.37% |
| HPE |
1.68% | 0.33% |
+1.34% |
| MRK |
1.82% | 0.55% |
+1.27% |
| GOOGL |
0.63% | 1.72% |
-1.10% |
| UPS |
1.09% | 0.11% |
+0.98% |
| NEE |
0.68% | 1.65% |
-0.98% |
| CVS |
1.12% | 0.19% |
+0.93% |
| AVGO |
0.65% | 1.53% |
-0.88% |
| USB |
1.13% | 0.31% |
+0.82% |
| TXN |
1.13% | 0.35% |
+0.78% |
| BBY |
0.81% | 0.05% |
+0.75% |
Uniquement dans CDPI
| JPM JPMORGAN CHASE & CO |
2.63% |
| CSCO CISCO SYSTEMS INC |
2.35% |
| GS GOLDMAN SACHS GROUP INC/THE |
1.94% |
| CVX CHEVRON CORP |
1.83% |
| IBM INTERNATIONAL BUSINESS… |
1.41% |
| AFG AMERICAN FINANCIAL GROUP… |
1.27% |
| F FORD MOTOR CO |
1.21% |
| ANG.JO ANGLOGOLD ASHANTI PLC |
1.21% |
| VLO VALERO ENERGY CORP |
1.18% |
| SPG SIMON PROPERTY GROUP INC |
1.11% |
| LMT LOCKHEED MARTIN CORP |
1.04% |
| PFE PFIZER INC |
1.03% |
| TSN TYSON FOODS INC |
1.02% |
| KMI KINDER MORGAN INC |
1.02% |
| HD HOME DEPOT INC/THE |
1.01% |
Uniquement dans JEPI
| MSFT MICROSOFT CORP COMMON |
1.90% |
| AMZN AMAZON.COM INC COMMON |
1.89% |
| MA MASTERCARD INC COMMON |
1.84% |
| NVDA NVIDIA CORP COMMON STOCK |
1.76% |
| AAPL APPLE INC COMMON STOCK |
1.75% |
| EOG EOG RESOURCES INC COMMON |
1.58% |
| META META PLATFORMS INC |
1.56% |
| V VISA INC COMMON STOCK |
1.52% |
| LOW LOWE'S COS INC COMMON |
1.50% |
| LRCX LAM RESEARCH CORP COMMON |
1.44% |
| HWM HOWMET AEROSPACE INC |
1.44% |
| ETN EATON CORP PLC COMMON |
1.39% |
| ROST ROSS STORES INC COMMON |
1.34% |
| MDLZ MONDELEZ INTERNATIONAL |
1.30% |
| VRTX VERTEX PHARMACEUTICALS |
1.29% |
Outil de recherche uniquement — le chevauchement est un angle d'analyse de la similarité, pas un jugement sur le meilleur fonds.