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 | FDV | VIG | Verschil |
|---|
| ABBV ABBVIE INC |
2.85% | 1.92% |
+0.94% |
| MRK MERCK & CO. INC. |
1.31% | 1.39% |
-0.08% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.25% | 2.79% |
-1.54% |
| KO COCA-COLA CO/THE |
1.17% | 1.47% |
-0.30% |
| AMGN AMGEN INC |
3.12% | 0.90% |
+2.22% |
| MCD MCDONALD'S CORP |
1.28% | 0.83% |
+0.45% |
| PEP PEPSICO INC |
3.28% | 0.83% |
+2.45% |
| ABT ABBOTT LABORATORIES |
1.43% | 0.80% |
+0.64% |
| NEE NEXTERA ENERGY INC |
1.92% | 0.78% |
+1.14% |
| ADP AUTOMATIC DATA PROCESSING |
1.81% | 0.46% |
+1.35% |
| CME CME GROUP INC |
2.16% | 0.42% |
+1.74% |
| PNC PNC FINANCIAL SERVICES GR |
4.07% | 0.42% |
+3.65% |
| MDLZ MONDELEZ INTERNATIONAL IN |
1.78% | 0.35% |
+1.43% |
| ETR ENTERGY CORP |
1.03% | 0.21% |
+0.82% |
| SYY SYSCO CORP |
1.63% | 0.18% |
+1.45% |
| PFG PRINCIPAL FINANCIAL GROUP |
0.66% | 0.10% |
+0.57% |
| SNA SNAP-ON INC |
1.18% | 0.09% |
+1.08% |
| MKC MCCORMICK & CO-NON VTG SH |
1.42% | 0.06% |
+1.36% |
| DKS DICK'S SPORTING GOODS INC |
0.92% | 0.06% |
+0.87% |
| WSO WATSCO INC |
2.42% | 0.05% |
+2.37% |
Grootste Wegingsverschillen
| Positie | FDV | VIG | Δ |
|---|
| PNC |
4.07% | 0.42% |
+3.65% |
| PEP |
3.28% | 0.83% |
+2.45% |
| WSO |
2.42% | 0.05% |
+2.37% |
| DOX |
2.33% | 0.03% |
+2.30% |
| AMGN |
3.12% | 0.90% |
+2.22% |
| CME |
2.16% | 0.42% |
+1.74% |
| XOM |
1.25% | 2.79% |
-1.54% |
| SYY |
1.63% | 0.18% |
+1.45% |
| MDLZ |
1.78% | 0.35% |
+1.43% |
| MKC |
1.42% | 0.06% |
+1.36% |
| ADP |
1.81% | 0.46% |
+1.35% |
| NEE |
1.92% | 0.78% |
+1.14% |
Alleen in FDV
| PAYX PAYCHEX INC |
4.45% |
| USB US BANCORP |
3.67% |
| CVX CHEVRON CORP |
3.45% |
| 0Y6X.L MEDTRONIC PLC |
2.83% |
| WEC WEC ENERGY GROUP INC |
2.82% |
| PLD PROLOGIS INC |
2.80% |
| RF REGIONS FINANCIAL CORP |
2.50% |
| AMCR AMCOR PLC |
2.48% |
| PFE PFIZER INC |
2.45% |
| PPL PPL CORP |
2.44% |
| DRI DARDEN RESTAURANTS INC |
2.43% |
| KIM KIMCO REALTY CORP |
2.29% |
| PM PHILIP MORRIS INTERNATION |
2.12% |
| NNN NNN REIT INC |
2.07% |
| FE FIRSTENERGY CORP |
1.97% |
Alleen in VIG
| AVGO Broadcom Inc |
4.63% |
| AAPL Apple Inc |
4.45% |
| MSFT Microsoft Corp |
4.34% |
| JPM JPMorgan Chase & Co |
4.08% |
| LLY Eli Lilly & Co |
3.93% |
| JNJ Johnson & Johnson |
2.67% |
| 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% |
| UNH UnitedHealth Group Inc |
1.63% |
| CAT Caterpillar Inc |
1.62% |
| LRCX Lam Research Corp |
1.58% |
Uitsluitend een onderzoeksinstrument — overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.