Mức Độ Trùng Lặp Danh Mục ETF
Hai quỹ thực sự chia sẻ bao nhiêu? Mức độ chồng lấp theo tỷ trọng, các vị thế chung, và những gì là độc nhất của mỗi bên.
Vị thế chung lớn nhất
| Tài sản nắm giữ | ESG | ESGU | Chênh lệch |
|---|
| MSFT MICROSOFT CORP COMMON… |
5.83% | 5.26% |
+0.57% |
| NVDA NVIDIA CORP COMMON STOCK… |
4.93% | 7.45% |
-2.52% |
| AAPL APPLE INC COMMON STOCK… |
4.93% | 6.77% |
-1.84% |
| AMZN AMAZON.COM INC COMMON… |
3.43% | 3.74% |
-0.31% |
| AVGO BROADCOM INC COMMON STOCK… |
4.50% | 2.44% |
+2.06% |
| MU MICRON TECHNOLOGY INC… |
4.39% | 1.56% |
+2.82% |
| LLY ELI LILLY AND COMPANY |
3.59% | 1.48% |
+2.11% |
| TSLA TESLA INC COMMON STOCK… |
1.64% | 1.48% |
+0.16% |
| JPM JPMORGAN CHASE & CO… |
3.80% | 1.42% |
+2.38% |
| V VISA INC COMMON STOCK USD… |
1.24% | 1.18% |
+0.06% |
| AMD ADVANCED MICRO DEVICES… |
1.04% | 1.20% |
-0.16% |
| JNJ JOHNSON & JOHNSON… |
2.62% | 0.84% |
+1.78% |
| XOM EXXONMOBIL HOLDINGS CORP… |
2.75% | 0.78% |
+1.97% |
| COST COSTCO WHOLESALE CORP… |
1.41% | 0.66% |
+0.75% |
| MA MASTERCARD INC COMMON… |
0.63% | 0.70% |
-0.07% |
| ABBV ABBVIE INC COMMON STOCK… |
0.63% | 0.80% |
-0.17% |
| CAT CATERPILLAR INC COMMON… |
1.03% | 0.62% |
+0.40% |
| KO THE COCA-COLA COMPANY… |
1.44% | 0.61% |
+0.84% |
| GS GOLDMAN SACHS GROUP… |
0.61% | 0.60% |
+0.01% |
| INTC INTEL CORP COMMON STOCK… |
0.84% | 0.59% |
+0.25% |
Chênh lệch tỷ trọng lớn nhất
| Tài sản nắm giữ | ESG | ESGU | Δ |
|---|
| MU |
4.39% | 1.56% |
+2.82% |
| NVDA |
4.93% | 7.45% |
-2.52% |
| JPM |
3.80% | 1.42% |
+2.38% |
| BRK-B |
2.80% | 0.55% |
+2.25% |
| LLY |
3.59% | 1.48% |
+2.11% |
| AVGO |
4.50% | 2.44% |
+2.06% |
| XOM |
2.75% | 0.78% |
+1.97% |
| AAPL |
4.93% | 6.77% |
-1.84% |
| JNJ |
2.62% | 0.84% |
+1.78% |
| MRK |
1.53% | 0.58% |
+0.95% |
| KO |
1.44% | 0.61% |
+0.84% |
| PG |
1.35% | 0.55% |
+0.80% |
Chỉ trong ESG
| WMT WALMART INC COMMON STOCK USD… |
1.86% |
| TJX TJX COS INC/THE COMMON STOCK… |
0.53% |
| CVS CVS HEALTH CORP COMMON STOCK… |
0.31% |
| SNDK SANDISK CORP COMMON STOCK USD… |
0.31% |
| MAR MARRIOTT INTERNATIONAL INC/MD… |
0.29% |
| SLB.PA SCHLUMBERGER LIMITED |
0.28% |
| CTAS CINTAS CORP COMMON STOCK USD 0 |
0.28% |
| UPS UNITED PARCEL SERVICE INC… |
0.25% |
| APO APOLLO GLOBAL MANAGEMENT INC… |
0.24% |
| VLO VALERO ENERGY CORP COMMON… |
0.21% |
| AFL AFLAC INC COMMON STOCK USD 0.1 |
0.19% |
| APD AIR PRODUCTS AND CHEMICALS… |
0.18% |
| FAST FASTENAL CO COMMON STOCK USD… |
0.16% |
| TER TERADYNE INC COMMON STOCK USD… |
0.16% |
| AIG AMERICAN INTERNATIONAL GROUP… |
0.15% |
Chỉ trong ESGU
| GOOG ALPHABET CLASS C |
3.36% |
| GOOGL ALPHABET CLASS A |
2.06% |
| META META PLATFORMS CLASS A |
1.77% |
| CSCO CISCO SYSTEMS INC |
0.73% |
| AMAT APPLIED MATERIAL INC |
0.72% |
| LRCX LAM RESEARCH |
0.72% |
| HD HOME DEPOT |
0.65% |
| PANW PALO ALTO NETWORKS |
0.58% |
| GE GE AEROSPACE |
0.52% |
| UNH UNITEDHEALTH GROUP INC |
0.49% |
| RTX RTX |
0.48% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
0.48% |
| NFLX NETFLIX |
0.47% |
| AXP AMERICAN EXPRESS |
0.40% |
| NEE NEXTERA ENERGY |
0.38% |
Chỉ là công cụ nghiên cứu — mức độ trùng lặp là một góc nhìn về sự tương đồng, không phải đánh giá quỹ nào tốt hơn.