Chevauchement des positions d'ETF
Quelle part deux fonds ont-ils réellement en commun ? Chevauchement pondéré, positions partagées et ce qui est propre à chaque côté.
Positions communes les plus importantes
| Participation | FTXL | SMH | Différence |
|---|---|---|---|
| NVDA NVIDIA Corporation | 6.67% | 21.94% | -15.27% |
| AVGO Broadcom Inc. | 6.19% | 6.01% | +0.18% |
| MU Micron Technology, Inc. | 12.55% | 5.38% | +7.17% |
| AMD Advanced Micro Devices… | 6.64% | 5.32% | +1.31% |
| MRVL Marvell Technology, Inc. | 8.16% | 4.31% | +3.85% |
| INTC Intel Corporation | 10.64% | 3.87% | +6.77% |
| QCOM QUALCOMM Incorporated | 6.26% | 3.86% | +2.40% |
| LRCX Lam Research Corporation | 3.73% | 4.57% | -0.84% |
| AMAT Applied Materials, Inc. | 3.58% | 4.62% | -1.05% |
| TXN Texas Instruments… | 3.40% | 4.36% | -0.96% |
| KLAC KLA Corporation | 3.34% | 4.03% | -0.70% |
| ADI Analog Devices, Inc. | 2.91% | 4.49% | -1.57% |
| MPWR Monolithic Power Systems… | 1.54% | 1.36% | +0.18% |
| TER Teradyne, Inc. | 1.58% | 1.35% | +0.23% |
| NXPI NXP Semiconductors N.V. | 2.75% | 1.09% | +1.66% |
| MCHP Microchip Technology… | 1.58% | 0.88% | +0.71% |
| ALAB Astera Labs, Inc. | 1.01% | 0.88% | +0.13% |
| ON ON Semiconductor… | 3.03% | 0.53% | +2.50% |
| SWKS Skyworks Solutions, Inc. | 2.74% | 0.19% | +2.56% |
Plus grands écarts de pondération
Uniquement dans FTXL
| AMKR Amkor Technology, Inc. | 2.42% |
| ENTG Entegris, Inc. | 1.48% |
| AVT Avnet, Inc. | 1.01% |
| CRUS Cirrus Logic, Inc. | 0.98% |
| ONTO Onto Innovation Inc. | 0.93% |
| CRDO Credo Technology Group… | 0.71% |
| RMBS Rambus Inc. | 0.63% |
| COHR Coherent Corp. | 0.61% |
| ACLS Axcelis Technologies, Inc. | 0.54% |
| ACMR ACM Research, Inc. (Class A) | 0.51% |
| SMTC Semtech Corporation | 0.50% |
| FORM FormFactor, Inc. | 0.38% |
| MTSI MACOM Technology Solutions… | 0.38% |
| AEIS Advanced Energy Industries… | 0.34% |
| IPGP IPG Photonics Corporation | 0.19% |
Outil de recherche uniquement — le chevauchement est un angle d'analyse de la similarité, pas un jugement sur le meilleur fonds.