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 | GDIV | VIG | Diferencia |
|---|
| AAPL APPLE INC |
5.37% | 4.45% |
+0.92% |
| LLY ELI LILLY & CO |
4.59% | 3.93% |
+0.66% |
| MSFT MICROSOFT CORP |
3.01% | 4.34% |
-1.34% |
| AVGO BROADCOM INC |
2.68% | 4.63% |
-1.96% |
| JNJ JOHNSON & JOHNSON |
3.15% | 2.67% |
+0.48% |
| BAC BANK OF AMERICA CORP |
2.83% | 1.75% |
+1.08% |
| KO COCA-COLA CO/THE |
2.88% | 1.47% |
+1.41% |
| MRK MERCK & CO. INC. |
2.08% | 1.39% |
+0.69% |
| GS GOLDMAN SACHS GROUP INC |
1.68% | 1.24% |
+0.44% |
| AMGN AMGEN INC |
1.75% | 0.90% |
+0.85% |
| NEE NEXTERA ENERGY INC |
2.43% | 0.78% |
+1.65% |
| GILD GILEAD SCIENCES INC |
2.36% | 0.70% |
+1.66% |
| ETN EATON CORP PLC |
1.43% | 0.70% |
+0.73% |
| BLK BLACKROCK INC |
1.56% | 0.68% |
+0.88% |
| MCK MCKESSON CORP |
1.59% | 0.45% |
+1.14% |
| CSX CSX CORP |
1.63% | 0.41% |
+1.22% |
| CMI CUMMINS INC |
2.16% | 0.38% |
+1.79% |
| WM WASTE MANAGEMENT INC |
1.26% | 0.36% |
+0.89% |
| AJG ARTHUR J GALLAGHER & CO |
1.14% | 0.28% |
+0.86% |
| ROK ROCKWELL AUTOMATION INC |
1.80% | 0.23% |
+1.57% |
Mayores diferencias de ponderación
| Posición | GDIV | VIG | Δ |
|---|
| AVGO |
2.68% | 4.63% |
-1.96% |
| CMI |
2.16% | 0.38% |
+1.79% |
| WSM |
1.82% | 0.12% |
+1.70% |
| GILD |
2.36% | 0.70% |
+1.66% |
| NEE |
2.43% | 0.78% |
+1.65% |
| ROK |
1.80% | 0.23% |
+1.57% |
| KO |
2.88% | 1.47% |
+1.41% |
| MSFT |
3.01% | 4.34% |
-1.34% |
| CSX |
1.63% | 0.41% |
+1.22% |
| MCK |
1.59% | 0.45% |
+1.14% |
| BAC |
2.83% | 1.75% |
+1.08% |
| AAPL |
5.37% | 4.45% |
+0.92% |
Solo en GDIV
| MLI MUELLER INDUSTRIES INC |
3.71% |
| WMB WILLIAMS COS INC |
3.17% |
| SMFG SUMITOMO MITSUI-SPONS ADR |
2.67% |
| MUFG MITSUBISHI UFJ FINL-SPON ADR |
2.64% |
| CRM SALESFORCE INC |
1.93% |
| BBVA BANCO BILBAO VIZCAYA-SP ADR |
1.83% |
| FCFS FIRSTCASH HOLDINGS INC |
1.79% |
| RRX REGAL REXNORD CORP |
1.76% |
| LNG CHENIERE ENERGY INC |
1.73% |
| PH PARKER HANNIFIN CORP |
1.69% |
| BX BLACKSTONE INC |
1.63% |
| TJX TJX COMPANIES INC |
1.62% |
| KEY KEYCORP |
1.61% |
| SCCO SOUTHERN COPPER CORP |
1.61% |
| EWBC EAST WEST BANCORP INC |
1.57% |
Solo en VIG
| JPM JPMorgan Chase & Co |
4.08% |
| XOM ExxonMobil Holdings Corp |
2.79% |
| V Visa Inc |
2.45% |
| WMT Walmart Inc |
2.11% |
| MA Mastercard Inc |
2.00% |
| CSCO Cisco Systems Inc |
1.98% |
| ABBV AbbVie Inc |
1.92% |
| COST Costco Wholesale Corp |
1.83% |
| UNH UnitedHealth Group Inc |
1.63% |
| CAT Caterpillar Inc |
1.62% |
| LRCX Lam Research Corp |
1.58% |
| PG Procter & Gamble Co/The |
1.46% |
| HD Home Depot Inc/The |
1.43% |
| MS Morgan Stanley |
1.09% |
| TXN Texas Instruments Inc |
1.09% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.