Solapamiento de posiciones entre ETFs
¿Cuánto comparten realmente dos fondos? Solapamiento ponderado, posiciones compartidas y lo que es exclusivo de cada uno.
Posiciones compartidas más grandes
| Posición | DDDD | JEPI | Diferencia |
|---|
| EOG EOG Resources Inc |
1.97% | 1.58% |
+0.39% |
| PEP PepsiCo Inc |
3.70% | 1.27% |
+2.44% |
| BMY Bristol-Myers Squibb Co |
3.32% | 0.85% |
+2.47% |
| ACN Accenture PLC |
2.76% | 0.56% |
+2.20% |
| PG Procter & Gamble Co/The |
3.80% | 0.56% |
+3.24% |
| COP ConocoPhillips |
3.98% | 0.55% |
+3.43% |
| MRK Merck & Co Inc |
4.90% | 0.55% |
+4.35% |
| VZ Verizon Communications Inc |
3.90% | 0.41% |
+3.49% |
| UNH UnitedHealth Group Inc |
3.80% | 0.37% |
+3.43% |
| TXN Texas Instruments Inc |
3.15% | 0.35% |
+2.80% |
| KMB Kimberly-Clark Corp |
0.88% | 0.23% |
+0.65% |
| MO Altria Group Inc |
2.67% | 0.21% |
+2.46% |
| UPS United Parcel Service Inc |
1.85% | 0.11% |
+1.73% |
| BBY Best Buy Co Inc |
0.41% | 0.05% |
+0.35% |
Mayores diferencias de ponderación
| Posición | DDDD | JEPI | Δ |
|---|
| MRK |
4.90% | 0.55% |
+4.35% |
| VZ |
3.90% | 0.41% |
+3.49% |
| COP |
3.98% | 0.55% |
+3.43% |
| UNH |
3.80% | 0.37% |
+3.43% |
| PG |
3.80% | 0.56% |
+3.24% |
| TXN |
3.15% | 0.35% |
+2.80% |
| BMY |
3.32% | 0.85% |
+2.47% |
| MO |
2.67% | 0.21% |
+2.46% |
| PEP |
3.70% | 1.27% |
+2.44% |
| ACN |
2.76% | 0.56% |
+2.20% |
| UPS |
1.85% | 0.11% |
+1.73% |
| KMB |
0.88% | 0.23% |
+0.65% |
Solo en DDDD
| ABT Abbott Laboratories |
4.92% |
| AMGN Amgen Inc |
4.78% |
| KO Coca-Cola Co/The |
4.26% |
| CVX Chevron Corp |
3.98% |
| HD Home Depot Inc/The |
3.94% |
| LMT Lockheed Martin Corp |
2.77% |
| ADP Automatic Data Processing Inc |
2.72% |
| BX Blackstone Inc |
2.58% |
| QCOM QUALCOMM Inc |
2.37% |
| CMCSA Comcast Corp |
2.32% |
| SLB SLB Ltd |
1.95% |
| TGT Target Corp |
1.82% |
| FAST Fastenal Co |
1.43% |
| OKE ONEOK Inc |
1.42% |
| DVN Devon Energy Corp |
1.37% |
Solo en JEPI
| MSFT MICROSOFT CORP COMMON |
1.90% |
| AMZN AMAZON.COM INC COMMON |
1.89% |
| MA MASTERCARD INC COMMON |
1.84% |
| JNJ JOHNSON & COMMON |
1.80% |
| NVDA NVIDIA CORP COMMON STOCK |
1.76% |
| AAPL APPLE INC COMMON STOCK |
1.75% |
| GOOGL ALPHABET INC-CL A - |
1.72% |
| ABBV ABBVIE INC COMMON STOCK |
1.68% |
| NEE NEXTERA ENERGY INC |
1.65% |
| META META PLATFORMS INC |
1.56% |
| MMM 3M CO COMMON STOCK USD |
1.53% |
| AVGO BROADCOM INC COMMON |
1.53% |
| V VISA INC COMMON STOCK |
1.52% |
| LOW LOWE'S COS INC COMMON |
1.50% |
| LRCX LAM RESEARCH CORP COMMON |
1.44% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.