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 | GABF | IVV | Diferencia |
|---|
| JPM JPMORGAN CHASE & CO |
3.48% | 1.44% |
+2.04% |
| BRK-B BERKSHIRE HATHAWAY INC-CL… |
5.51% | 1.40% |
+4.11% |
| V VISA INC-CLASS A SHARES |
3.63% | 0.96% |
+2.67% |
| MA MASTERCARD INC - A |
4.18% | 0.73% |
+3.45% |
| WFC WELLS FARGO & CO |
3.85% | 0.39% |
+3.46% |
| MS MORGAN STANLEY |
0.39% | 0.39% |
0.00% |
| SCHW SCHWAB (CHARLES) CORP |
3.85% | 0.28% |
+3.57% |
| AXP AMERICAN EXPRESS CO |
3.03% | 0.27% |
+2.76% |
| BAC BANK OF AMERICA CORP |
0.26% | 0.62% |
-0.36% |
| COF CAPITAL ONE FINANCIAL CORP |
4.47% | 0.20% |
+4.27% |
| SPGI S&P GLOBAL INC |
4.47% | 0.20% |
+4.27% |
| PGR PROGRESSIVE CORP |
0.91% | 0.20% |
+0.71% |
| BNY BANK OF NEW YORK MELLON… |
0.37% | 0.17% |
+0.20% |
| BX BLACKSTONE INC |
4.76% | 0.16% |
+4.60% |
| MCO MOODY'S CORP |
4.30% | 0.12% |
+4.19% |
| KKR KKR & CO INC |
4.83% | 0.11% |
+4.72% |
| APO APOLLO GLOBAL MANAGEMENT… |
3.68% | 0.09% |
+3.59% |
| STT STATE STREET CORP |
0.22% | 0.08% |
+0.14% |
| NDAQ NASDAQ INC |
0.30% | 0.07% |
+0.24% |
| IBKR INTERACTIVE BROKERS… |
3.63% | 0.07% |
+3.56% |
Mayores diferencias de ponderación
| Posición | GABF | IVV | Δ |
|---|
| KKR |
4.83% | 0.11% |
+4.72% |
| BX |
4.76% | 0.16% |
+4.60% |
| SPGI |
4.47% | 0.20% |
+4.27% |
| COF |
4.47% | 0.20% |
+4.27% |
| MCO |
4.30% | 0.12% |
+4.19% |
| BRK-B |
5.51% | 1.40% |
+4.11% |
| APO |
3.68% | 0.09% |
+3.59% |
| SCHW |
3.85% | 0.28% |
+3.57% |
| IBKR |
3.63% | 0.07% |
+3.56% |
| WFC |
3.85% | 0.39% |
+3.46% |
| MA |
4.18% | 0.73% |
+3.45% |
| AXP |
3.03% | 0.27% |
+2.76% |
Solo en GABF
| CNS COHEN & STEERS INC |
5.14% |
| NSLR NEOSTELLAR CAPITAL CORP |
4.57% |
| RKT ROCKET COS INC-CLASS A |
3.80% |
| AMG AFFILIATED MANAGERS GROUP |
3.71% |
| TIPT TIPTREE INC |
3.58% |
| LPLA LPL FINANCIAL HOLDINGS INC |
2.11% |
| GPGI GPGI INC |
1.93% |
| MRP MILLROSE PROPERTIES |
1.85% |
| FCNCA FIRST CITIZENS BCSHS -CL A |
1.82% |
| SAFE SAFEHOLD INC |
1.54% |
| WLTH WEALTHFRONT CORP |
1.46% |
| CB CHUBB LTD |
0.57% |
| WHG WESTWOOD HOLDINGS GROUP INC |
0.55% |
| MKL MARKEL GROUP INC |
0.54% |
| HHH HOWARD HUGHES HOLDINGS INC |
0.46% |
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% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.01% |
| JNJ JOHNSON & JOHNSON |
0.99% |
| ABBV ABBVIE |
0.71% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.