Solapamiento de posiciones entre ETFs
¿Cuánto comparten realmente dos fondos? Solapamiento ponderado, posiciones compartidas y lo que es exclusivo de cada uno.
Posiciones compartidas más grandes
| Posición | FTXO | IVV | Diferencia |
|---|
| JPM JPMorgan Chase & Co. |
8.35% | 1.44% |
+6.91% |
| BAC Bank of America… |
8.85% | 0.62% |
+8.24% |
| WFC Wells Fargo & Company |
7.33% | 0.39% |
+6.94% |
| C Citigroup Inc. |
8.39% | 0.34% |
+8.05% |
| PNC The PNC Financial… |
4.06% | 0.15% |
+3.91% |
| USB U.S. Bancorp |
4.03% | 0.15% |
+3.88% |
| TFC Truist Financial… |
7.27% | 0.09% |
+7.17% |
| FITB Fifth Third Bancorp |
3.12% | 0.08% |
+3.04% |
| MTB M&T Bank Corporation |
3.92% | 0.05% |
+3.86% |
| HBAN Huntington Bancshares… |
3.10% | 0.05% |
+3.05% |
| CFG Citizens Financial Group… |
3.97% | 0.04% |
+3.93% |
| RF Regions Financial… |
2.72% | 0.04% |
+2.68% |
| KEY KeyCorp |
2.67% | 0.03% |
+2.64% |
Mayores diferencias de ponderación
| Posición | FTXO | IVV | Δ |
|---|
| BAC |
8.85% | 0.62% |
+8.24% |
| C |
8.39% | 0.34% |
+8.05% |
| TFC |
7.27% | 0.09% |
+7.17% |
| WFC |
7.33% | 0.39% |
+6.94% |
| JPM |
8.35% | 1.44% |
+6.91% |
| CFG |
3.97% | 0.04% |
+3.93% |
| PNC |
4.06% | 0.15% |
+3.91% |
| USB |
4.03% | 0.15% |
+3.88% |
| MTB |
3.92% | 0.05% |
+3.86% |
| HBAN |
3.10% | 0.05% |
+3.05% |
| FITB |
3.12% | 0.08% |
+3.04% |
| RF |
2.72% | 0.04% |
+2.68% |
Solo en FTXO
| FCNCA First Citizens BancShares… |
3.35% |
| EWBC East West Bancorp, Inc. |
1.50% |
| SSB SouthState Bank Corporation |
1.38% |
| UMBF UMB Financial Corporation |
1.32% |
| ONB Old National Bancorp |
1.31% |
| FHN First Horizon Corporation |
1.25% |
| ZION Zions Bancorporation… |
1.19% |
| VLY Valley National Bancorp |
1.18% |
| PB Prosperity Bancshares, Inc. |
1.11% |
| BPOP Popular, Inc. |
1.10% |
| FNB F.N.B. Corporation |
1.04% |
| WAL Western Alliance… |
1.03% |
| WTFC Wintrust Financial Corporation |
1.03% |
| BOKF BOK Financial Corporation |
0.93% |
| UBSI United Bankshares, Inc. |
0.90% |
Solo en IVV
| NVDA NVIDIA |
7.80% |
| AAPL APPLE |
6.88% |
| MSFT MICROSOFT |
5.52% |
| AMZN AMAZON.COM INC |
3.86% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| META META PLATFORMS CLASS A |
1.89% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.40% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.01% |
| JNJ JOHNSON & JOHNSON |
0.99% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.