ETF持仓重叠分析
两只基金的实际重叠程度如何？涵盖按权重计算的重叠比例、共同持仓及各自独有的持仓。
最大共同持仓
| 持仓 | DIVB | IVV | 差值 |
|---|
| JPM JPMORGAN CHASE & CO |
2.68% | 1.44% |
+1.24% |
| XOM EXXONMOBIL HOLDINGS CORP |
2.30% | 1.01% |
+1.29% |
| JNJ JOHNSON & JOHNSON |
2.19% | 0.99% |
+1.19% |
| ABBV ABBVIE |
1.82% | 0.71% |
+1.11% |
| BAC BANK OF AMERICA |
1.49% | 0.62% |
+0.87% |
| MRK MERCK & CO INC |
1.54% | 0.58% |
+0.95% |
| CVX CHEVRON |
1.60% | 0.57% |
+1.04% |
| UNH UNITEDHEALTH GROUP INC |
1.21% | 0.54% |
+0.67% |
| KO COCA-COLA |
1.08% | 0.54% |
+0.55% |
| PG PROCTER & GAMBLE |
1.46% | 0.51% |
+0.95% |
| HD HOME DEPOT |
0.85% | 0.51% |
+0.34% |
| PM PHILIP MORRIS… |
1.11% | 0.46% |
+0.65% |
| MS MORGAN STANLEY |
0.55% | 0.39% |
+0.16% |
| WFC WELLS FARGO |
1.17% | 0.39% |
+0.78% |
| AMGN AMGEN INC |
0.82% | 0.36% |
+0.46% |
| C CITIGROUP INC |
0.74% | 0.34% |
+0.40% |
| IBM INTERNATIONAL BUSINESS… |
3.74% | 0.33% |
+3.41% |
| VZ VERIZON COMMUNICATIONS INC |
1.50% | 0.32% |
+1.19% |
| ABT ABBOTT LABORATORIES |
0.74% | 0.31% |
+0.43% |
| PEP PEPSICO |
0.94% | 0.29% |
+0.65% |
最大权重差异
| 持仓 | DIVB | IVV | Δ |
|---|
| ADP |
5.52% | 0.17% |
+5.35% |
| 0Y0Y.L |
4.80% | 0.17% |
+4.63% |
| IBM |
3.74% | 0.33% |
+3.41% |
| PAYX |
2.66% | 0.06% |
+2.60% |
| HPQ |
2.64% | 0.04% |
+2.60% |
| CTSH |
2.59% | 0.05% |
+2.55% |
| LDOS |
1.54% | 0.03% |
+1.51% |
| BR |
1.34% | 0.03% |
+1.31% |
| XOM |
2.30% | 1.01% |
+1.29% |
| CDW |
1.31% | 0.03% |
+1.29% |
| JPM |
2.68% | 1.44% |
+1.24% |
| JNJ |
2.19% | 0.99% |
+1.19% |
仅在 DIVB
| SSNC SS AND C TECHNOLOGIES HOLDINGS |
1.63% |
| G GENPACT |
0.48% |
| AVT AVNET INC |
0.46% |
| OLED UNIVERSAL DISPLAY CORP |
0.17% |
| RPRX ROYALTY PHARMA PLC CLASS A |
0.13% |
| MTCH MATCH GROUP INC |
0.13% |
| UNM UNUM |
0.10% |
| FHN FIRST HORIZON |
0.09% |
| OC OWENS CORNING |
0.08% |
| BAH BOOZ ALLEN HAMILTON HOLDING… |
0.07% |
| DINO HF SINCLAIR |
0.07% |
| ORI OLD REPUBLIC INTERNATIONAL |
0.07% |
| OWL BLUE OWL CAPITAL CLASS A |
0.06% |
| LW LAMB WESTON HOLDINGS |
0.06% |
| CG CARLYLE GROUP INC |
0.06% |
仅在 IVV
| NVDA NVIDIA |
7.80% |
| AAPL APPLE |
6.88% |
| MSFT MICROSOFT |
5.52% |
| AMZN AMAZON.COM INC |
3.86% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| META META PLATFORMS CLASS A |
1.89% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.40% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| V VISA CLASS A |
0.96% |
| MA MASTERCARD CLASS A |
0.73% |
仅供研究参考——持仓重叠是衡量相似度的视角之一，并非判断哪只基金更优。