Overlapping ETF-posities
Hoeveel hebben twee fondsen werkelijk gemeen? Op gewicht gebaseerde overlap, gedeelde posities en wat uniek is voor elk fonds.
Grootste gedeelde posities
| Positie | ESMV | EMLP | Verschil |
|---|
| PEG PUBLIC SERVICE ENTERPRISE… |
1.08% | 1.85% |
-0.77% |
| KMI KINDER MORGAN |
0.90% | 3.88% |
-2.99% |
| LNG CHENIERE ENERGY |
0.65% | 1.66% |
-1.00% |
| CMS CMS ENERGY |
0.53% | 2.06% |
-1.53% |
| WMB WILLIAMS |
1.41% | 0.50% |
+0.91% |
| NEE NEXTERA ENERGY |
0.48% | 1.57% |
-1.09% |
| EXC EXELON CORP |
0.68% | 0.25% |
+0.43% |
| TRGP TARGA RESOURCES |
0.13% | 1.31% |
-1.17% |
| NI NISOURCE |
0.05% | 0.76% |
-0.71% |
Grootste Wegingsverschillen
| Positie | ESMV | EMLP | Δ |
|---|
| KMI |
0.90% | 3.88% |
-2.99% |
| CMS |
0.53% | 2.06% |
-1.53% |
| TRGP |
0.13% | 1.31% |
-1.17% |
| NEE |
0.48% | 1.57% |
-1.09% |
| LNG |
0.65% | 1.66% |
-1.00% |
| WMB |
1.41% | 0.50% |
+0.91% |
| PEG |
1.08% | 1.85% |
-0.77% |
| NI |
0.05% | 0.76% |
-0.71% |
| EXC |
0.68% | 0.25% |
+0.43% |
Alleen in ESMV
| NOW SERVICENOW |
1.66% |
| MSFT MICROSOFT |
1.63% |
| NVDA NVIDIA |
1.60% |
| AMD ADVANCED MICRO DEVICES |
1.59% |
| AMAT APPLIED MATERIAL INC |
1.55% |
| TRV TRAVELERS COMPANIES |
1.54% |
| PANW PALO ALTO NETWORKS |
1.49% |
| WELL WELLTOWER |
1.43% |
| CSCO CISCO SYSTEMS INC |
1.42% |
| VZ VERIZON COMMUNICATIONS INC |
1.42% |
| MRK MERCK & CO INC |
1.41% |
| MCK MCKESSON CORP |
1.40% |
| MA MASTERCARD CLASS A |
1.38% |
| VRTX VERTEX PHARMACEUTICALS |
1.38% |
| MSI MOTOROLA SOLUTIONS INC |
1.36% |
Alleen in EMLP
| EPD Enterprise Products Partners… |
8.62% |
| ET Energy Transfer LP |
7.58% |
| MPLX MPLX LP |
4.26% |
| PAGP Plains GP Holdings, L.P.… |
3.91% |
| NFG National Fuel Gas Company |
3.88% |
| PPL PPL Corporation |
2.88% |
| SO The Southern Company |
2.83% |
| DUK Duke Energy Corporation |
2.53% |
| AEP American Electric Power… |
2.32% |
| ETR Entergy Corporation |
2.32% |
| OKE ONEOK, Inc. |
2.31% |
| OGS ONE Gas, Inc. |
2.22% |
| SRE Sempra |
2.03% |
| XEL Xcel Energy Inc. |
1.81% |
| EVRG Evergy, Inc. |
1.66% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.