Sobreposição de Carteiras de ETF
Quanto têm dois fundos em comum? Sobreposição ponderada, posições partilhadas e o que é exclusivo de cada um.
Maiores Posições Compartilhadas
| Posição | FTHI | JEPI | Diferença |
|---|
| MSFT Microsoft Corporation |
2.44% | 1.90% |
+0.54% |
| AMZN Amazon.com, Inc. |
2.55% | 1.89% |
+0.66% |
| NVDA NVIDIA Corporation |
5.71% | 1.76% |
+3.95% |
| AAPL Apple Inc. |
7.43% | 1.75% |
+5.68% |
| GOOGL Alphabet Inc. (Class A) |
2.06% | 1.72% |
+0.33% |
| AVGO Broadcom Inc. |
2.05% | 1.53% |
+0.52% |
| COST Costco Wholesale… |
2.29% | 1.27% |
+1.02% |
| JNJ Johnson & Johnson |
1.18% | 1.80% |
-0.62% |
| META Meta Platforms, Inc.… |
1.17% | 1.56% |
-0.39% |
| ABBV AbbVie Inc. |
1.08% | 1.68% |
-0.60% |
| LLY Eli Lilly and Company |
1.02% | 1.03% |
-0.01% |
| WMT Walmart Inc. |
0.67% | 0.74% |
-0.07% |
| C Citigroup Inc. |
0.56% | 1.05% |
-0.48% |
| EQIX Equinix, Inc. |
0.52% | 0.97% |
-0.45% |
| ROST Ross Stores, Inc. |
0.49% | 1.34% |
-0.85% |
| CB Chubb Limited |
0.48% | 0.72% |
-0.24% |
| NFLX Netflix, Inc. |
0.45% | 0.95% |
-0.50% |
| RTX RTX Corporation |
0.45% | 1.31% |
-0.86% |
| MRK Merck & Co., Inc. |
0.45% | 0.55% |
-0.11% |
| PM Philip Morris… |
0.44% | 1.39% |
-0.95% |
Maiores Diferenças de Ponderação
| Posição | FTHI | JEPI | Δ |
|---|
| AAPL |
7.43% | 1.75% |
+5.68% |
| NVDA |
5.71% | 1.76% |
+3.95% |
| BAC |
2.46% | 0.20% |
+2.25% |
| NEE |
0.10% | 1.65% |
-1.55% |
| ORCL |
1.51% | 0.21% |
+1.29% |
| LIN |
1.20% | 0.07% |
+1.13% |
| COST |
2.29% | 1.27% |
+1.02% |
| PM |
0.44% | 1.39% |
-0.95% |
| SRE |
0.08% | 0.99% |
-0.91% |
| RTX |
0.45% | 1.31% |
-0.86% |
| ROST |
0.49% | 1.34% |
-0.85% |
| XOM |
1.14% | 0.32% |
+0.82% |
Apenas em FTHI
| JPM JPMorgan Chase & Co. |
2.76% |
| GEV GE Vernova Inc. |
2.34% |
| ASML ASML Holding N.V. (New York… |
2.27% |
| NBIS Nebius Group N.V. |
2.14% |
| DELL Dell Technologies Inc. (Class… |
2.07% |
| GOOG Alphabet Inc. (Class C) |
1.72% |
| AMGN Amgen Inc. |
1.62% |
| GILD Gilead Sciences, Inc. |
1.32% |
| CSCO Cisco Systems, Inc. |
1.29% |
| CCEP Coca-Cola European Partners… |
1.11% |
| CAT Caterpillar Inc. |
0.82% |
| JXN Jackson Financial Inc. (Class… |
0.76% |
| FIX Comfort Systems USA, Inc. |
0.76% |
| CL Colgate-Palmolive Company |
0.75% |
| NVS Novartis AG (ADR) |
0.74% |
Apenas em JEPI
| MA MASTERCARD INC COMMON |
1.84% |
| EOG EOG RESOURCES INC COMMON |
1.58% |
| MMM 3M CO COMMON STOCK USD |
1.53% |
| V VISA INC COMMON STOCK |
1.52% |
| LOW LOWE'S COS INC COMMON |
1.50% |
| LRCX LAM RESEARCH CORP COMMON |
1.44% |
| HWM HOWMET AEROSPACE INC |
1.44% |
| ETN EATON CORP PLC COMMON |
1.39% |
| MDLZ MONDELEZ INTERNATIONAL |
1.30% |
| VRTX VERTEX PHARMACEUTICALS |
1.29% |
| PEP PEPSICO INC COMMON STOCK |
1.27% |
| ECL ECOLAB INC COMMON STOCK |
1.11% |
| REGN REGENERON |
1.09% |
| CMG CHIPOTLE MEXICAN GRILL |
1.09% |
| DIS THE WALT DISNEY COMPANY |
1.03% |
Apenas ferramenta de pesquisa — a sobreposição é uma das formas de avaliar similaridade, não um julgamento sobre qual fundo é melhor.