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 | DIVZ | VIG | Diferencia |
|---|
| MSFT Microsoft Corp |
3.61% | 4.34% |
-0.73% |
| XOM ExxonMobil Holdings Corp |
2.95% | 2.79% |
+0.16% |
| JNJ Johnson & Johnson |
4.95% | 2.67% |
+2.28% |
| ABBV AbbVie Inc |
3.53% | 1.92% |
+1.62% |
| UNH UnitedHealth Group Inc |
5.39% | 1.63% |
+3.76% |
| HD Home Depot Inc/The |
3.56% | 1.43% |
+2.13% |
| GS Goldman Sachs Group… |
2.72% | 1.24% |
+1.48% |
| TXN Texas Instruments Inc |
2.04% | 1.09% |
+0.96% |
| ABT Abbott Laboratories |
2.39% | 0.80% |
+1.59% |
| NEE NextEra Energy Inc |
4.45% | 0.78% |
+3.67% |
| UNP Union Pacific Corp |
2.62% | 0.75% |
+1.87% |
| QCOM QUALCOMM Inc |
1.19% | 0.67% |
+0.52% |
| CME CME Group Inc |
3.75% | 0.42% |
+3.33% |
| AEP American Electric Power… |
2.22% | 0.30% |
+1.92% |
| ATO Atmos Energy Corp |
2.38% | 0.12% |
+2.26% |
Mayores diferencias de ponderación
| Posición | DIVZ | VIG | Δ |
|---|
| UNH |
5.39% | 1.63% |
+3.76% |
| NEE |
4.45% | 0.78% |
+3.67% |
| CME |
3.75% | 0.42% |
+3.33% |
| JNJ |
4.95% | 2.67% |
+2.28% |
| ATO |
2.38% | 0.12% |
+2.26% |
| HD |
3.56% | 1.43% |
+2.13% |
| AEP |
2.22% | 0.30% |
+1.92% |
| UNP |
2.62% | 0.75% |
+1.87% |
| ABBV |
3.53% | 1.92% |
+1.62% |
| ABT |
2.39% | 0.80% |
+1.59% |
| GS |
2.72% | 1.24% |
+1.48% |
| TXN |
2.04% | 1.09% |
+0.96% |
Solo en DIVZ
| PM Philip Morris International… |
5.98% |
| VZ VERIZON COMMUNICATIONS INC |
5.91% |
| MPLX MPLX LP |
5.68% |
| CVX Chevron Corp |
4.84% |
| UPS United Parcel Service Inc |
4.30% |
| BIPC Brookfield Infrastructure Corp |
3.47% |
| HSY Hershey Co/The |
3.37% |
| RTX Raytheon Technologies Corp |
3.34% |
| MO Altria Group Inc |
3.07% |
| GOOGL Alphabet Inc |
3.05% |
| CI Cigna Corp |
2.96% |
| ENB Enbridge Inc |
2.93% |
| AIG American International Group I |
2.78% |
Solo en VIG
| AVGO Broadcom Inc |
4.63% |
| AAPL Apple Inc |
4.45% |
| JPM JPMorgan Chase & Co |
4.08% |
| LLY Eli Lilly & Co |
3.93% |
| V Visa Inc |
2.45% |
| WMT Walmart Inc |
2.11% |
| MA Mastercard Inc |
2.00% |
| CSCO Cisco Systems Inc |
1.98% |
| COST Costco Wholesale Corp |
1.83% |
| BAC Bank of America Corp |
1.75% |
| CAT Caterpillar Inc |
1.62% |
| LRCX Lam Research Corp |
1.58% |
| KO Coca-Cola Co/The |
1.47% |
| PG Procter & Gamble Co/The |
1.46% |
| MRK Merck & Co Inc |
1.39% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.