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… |
5.27% | 5.67% |
-0.40% |
| NVDA NVIDIA CORP COMMON STOCK… |
5.10% | 7.87% |
-2.77% |
| AAPL APPLE INC COMMON STOCK… |
5.00% | 7.25% |
-2.25% |
| AVGO BROADCOM INC COMMON STOCK… |
4.87% | 2.46% |
+2.41% |
| MU MICRON TECHNOLOGY INC… |
5.10% | 1.69% |
+3.42% |
| AMD ADVANCED MICRO DEVICES… |
1.46% | 1.50% |
-0.05% |
| LLY ELI LILLY AND COMPANY |
3.67% | 1.37% |
+2.30% |
| JPM JPMORGAN CHASE & CO… |
3.88% | 1.28% |
+2.60% |
| V VISA INC COMMON STOCK USD… |
1.44% | 1.20% |
+0.24% |
| ABBV ABBVIE INC COMMON STOCK… |
1.07% | 0.81% |
+0.26% |
| JNJ JOHNSON & JOHNSON… |
2.76% | 0.75% |
+2.01% |
| XOM EXXONMOBIL HOLDINGS CORP… |
3.05% | 0.71% |
+2.34% |
| INTC INTEL CORP COMMON STOCK… |
1.11% | 0.69% |
+0.42% |
| MA MASTERCARD INC COMMON… |
0.69% | 0.66% |
+0.03% |
| PG THE PROCTER & GAMBLE… |
1.54% | 0.60% |
+0.94% |
| CAT CATERPILLAR INC COMMON… |
1.08% | 0.59% |
+0.48% |
| COST COSTCO WHOLESALE CORP… |
1.24% | 0.59% |
+0.65% |
| KO THE COCA-COLA COMPANY… |
1.51% | 0.56% |
+0.95% |
| GS GOLDMAN SACHS GROUP… |
0.56% | 0.50% |
+0.06% |
| MRK MERCK & CO INC COMMON… |
1.58% | 0.50% |
+1.07% |
Chênh lệch tỷ trọng lớn nhất
| Tài sản nắm giữ | ESG | ESGU | Δ |
|---|
| MU |
5.10% | 1.69% |
+3.42% |
| NVDA |
5.10% | 7.87% |
-2.77% |
| BRK-B |
3.19% | 0.42% |
+2.77% |
| JPM |
3.88% | 1.28% |
+2.60% |
| AVGO |
4.87% | 2.46% |
+2.41% |
| XOM |
3.05% | 0.71% |
+2.34% |
| LLY |
3.67% | 1.37% |
+2.30% |
| AAPL |
5.00% | 7.25% |
-2.25% |
| JNJ |
2.76% | 0.75% |
+2.01% |
| MRK |
1.58% | 0.50% |
+1.07% |
| KO |
1.51% | 0.56% |
+0.95% |
| PG |
1.54% | 0.60% |
+0.94% |
Chỉ trong ESG
| WMT WALMART INC COMMON STOCK USD… |
2.18% |
| PEP PEPSICO INC COMMON STOCK USD… |
0.63% |
| 0Y0Y.L ACCENTURE PLC COMMON STOCK… |
0.56% |
| TJX TJX COS INC/THE COMMON STOCK… |
0.56% |
| LIN.DE LINDE PLC COMMON STOCK EUR… |
0.48% |
| FCX FREEPORT-MCMORAN INC COMMON… |
0.38% |
| ANTM ELEVANCE HEALTH INC COMMON… |
0.32% |
| MAR MARRIOTT INTERNATIONAL INC/MD… |
0.31% |
| CTAS CINTAS CORP COMMON STOCK USD 0 |
0.30% |
| VLO VALERO ENERGY CORP COMMON… |
0.27% |
| APO APOLLO GLOBAL MANAGEMENT INC… |
0.25% |
| SLB.PA SCHLUMBERGER LIMITED |
0.22% |
| ALL THE ALLSTATE CORPORATION |
0.21% |
| UPS UNITED PARCEL SERVICE INC… |
0.21% |
| AFL AFLAC INC COMMON STOCK USD 0.1 |
0.19% |
Chỉ trong ESGU
| AMZN AMAZON.COM INC |
3.69% |
| GOOG ALPHABET CLASS C |
3.50% |
| META META PLATFORMS CLASS A |
2.16% |
| GOOGL ALPHABET CLASS A |
1.93% |
| TSLA TESLA INC |
1.60% |
| CSCO CISCO SYSTEMS INC |
0.75% |
| AMAT APPLIED MATERIAL INC |
0.74% |
| LRCX LAM RESEARCH |
0.73% |
| HD HOME DEPOT |
0.57% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
0.55% |
| GE GE AEROSPACE |
0.45% |
| RTX RTX |
0.43% |
| UNH UNITEDHEALTH GROUP |
0.42% |
| NI NISOURCE |
0.42% |
| MRVL MARVELL TECHNOLOGY |
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.