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 | EQL | IVV | 差值 |
|---|
| AMZN Amazon.com Inc. |
3.67% | 3.89% |
-0.22% |
| GOOGL Alphabet Inc. |
4.96% | 3.09% |
+1.87% |
| NVDA NVIDIA Corp. |
1.77% | 7.65% |
-5.88% |
| AAPL Apple Inc. |
1.67% | 6.91% |
-5.24% |
| META Meta Platforms Inc. |
1.61% | 1.86% |
-0.25% |
| LLY Eli Lilly & Co. |
1.61% | 1.49% |
+0.11% |
| TSLA Tesla Inc. |
1.45% | 1.49% |
-0.04% |
| MSFT Microsoft Corp. |
1.31% | 5.49% |
-4.18% |
| JPM JPMorgan Chase & Co. |
1.08% | 1.45% |
-0.37% |
| BRK-B Berkshire Hathaway Inc. |
1.06% | 1.40% |
-0.34% |
| XOM ExxonMobil Holdings Corp. |
2.83% | 1.03% |
+1.80% |
| JNJ Johnson & Johnson |
1.00% | 1.00% |
+0.01% |
| V Visa Inc. |
0.71% | 0.96% |
-0.25% |
| ABBV AbbVie Inc. |
0.71% | 0.71% |
+0.01% |
| WMT Walmart Inc. |
1.38% | 0.71% |
+0.67% |
| COST Costco Wholesale Corp. |
1.27% | 0.65% |
+0.62% |
| AVGO Broadcom Inc. |
0.61% | 2.57% |
-1.96% |
| CVX Chevron Corp. |
1.68% | 0.58% |
+1.10% |
| MRK Merck & Co. Inc. |
0.57% | 0.56% |
0.00% |
| UNH UnitedHealth Group Inc. |
0.55% | 0.55% |
0.00% |
最大权重差异
| 持仓 | EQL | IVV | Δ |
|---|
| NVDA |
1.77% | 7.65% |
-5.88% |
| AAPL |
1.67% | 6.91% |
-5.24% |
| MSFT |
1.31% | 5.49% |
-4.18% |
| AVGO |
0.61% | 2.57% |
-1.96% |
| GOOGL |
4.96% | 3.09% |
+1.87% |
| XOM |
2.83% | 1.03% |
+1.80% |
| MU |
0.37% | 1.56% |
-1.18% |
| CVX |
1.68% | 0.58% |
+1.10% |
| WELL |
1.32% | 0.26% |
+1.07% |
| NEM |
1.09% | 0.21% |
+0.88% |
| AMD |
0.27% | 1.13% |
-0.86% |
| NEE |
1.12% | 0.27% |
+0.85% |
仅在 EQL
| LIN Linde PLC |
1.75% |
| VMRK Vivmark Residential |
0.41% |
| SLB SLB Ltd. |
0.34% |
| USD Cash Equivalent |
0.28% |
| LNG Cheniere Energy Inc. |
0.24% |
| ETN Eaton Corp. PLC |
0.23% |
| SW Smurfit Westrock PLC |
0.20% |
| MDT Medtronic PLC |
0.18% |
| CRS Carpenter Technology Corp. |
0.18% |
| RGLD Royal Gold Inc. |
0.17% |
| ACN Accenture PLC |
0.17% |
| CDE Coeur Mining Inc. |
0.17% |
| CB Chubb Ltd. |
0.15% |
| RS Reliance Inc. |
0.15% |
| ELV Elevance Health Inc. |
0.13% |
仅在 IVV
| GOOG ALPHABET CLASS C |
2.47% |
| LIN.DE LINDE PLC |
0.34% |
| 0Y3K.L EATON PLC |
0.24% |
| 0VQD.L CHUBB |
0.19% |
| 0Y6X.L MEDTRONIC PLC |
0.18% |
| 0Y0Y.L ACCENTURE PLC CLASS A |
0.17% |
| ANTM ELEVANCE HEALTH INC |
0.13% |
| 0Y7S.L JOHNSON CONTROLS… |
0.13% |
| SLB.PA SLB |
0.12% |
| 0I1W.L ROYAL CARIBBEAN GROUP |
0.11% |
| HONIV HONEYWELL INTERNATIONAL INC |
0.10% |
| CRH.L CRH PUBLIC LIMITED PLC |
0.10% |
| 0EDE.L NXP SEMICONDUCTORS NV |
0.09% |
| BDXA BECTON DICKINSON |
0.08% |
| HONAV HONEYWELL AEROSPACE INC |
0.08% |
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。