تداخل محافظ الـ ETF
ما مقدار الاشتراك الفعلي بين صندوقَين؟ التداخل المرجَّح بالوزن، والمراكز المشتركة، وما هو فريد لكل جانب.
أكبر المراكز المشتركة
| ورقة مالية مُحتفَظ بها | GMOV | IVV | الفرق |
|---|
| MSFT MICROSOFT CORP |
7.06% | 5.52% |
+1.54% |
| META META PLATFORMS INC CLASS A |
5.15% | 1.89% |
+3.26% |
| JPM JPMORGAN CHASE + CO |
2.48% | 1.44% |
+1.03% |
| XOM EXXONMOBIL HOLDINGS CORP |
3.67% | 1.01% |
+2.66% |
| JNJ JOHNSON + JOHNSON |
2.04% | 0.99% |
+1.05% |
| BAC BANK OF AMERICA CORP |
2.17% | 0.62% |
+1.55% |
| MRK MERCK + CO. INC. |
3.19% | 0.58% |
+2.61% |
| CVX CHEVRON CORP |
0.92% | 0.57% |
+0.35% |
| PG PROCTER + GAMBLE CO/THE |
1.60% | 0.51% |
+1.09% |
| UNH UNITEDHEALTH GROUP INC |
0.42% | 0.54% |
-0.13% |
| WFC WELLS FARGO + CO |
0.80% | 0.39% |
+0.41% |
| C CITIGROUP INC |
1.07% | 0.34% |
+0.73% |
| IBM INTL BUSINESS MACHINES… |
0.93% | 0.33% |
+0.60% |
| VZ VERIZON COMMUNICATIONS INC |
2.53% | 0.32% |
+2.21% |
| PEP PEPSICO INC |
1.17% | 0.29% |
+0.88% |
| DIS WALT DISNEY CO/THE |
0.70% | 0.29% |
+0.40% |
| T AT+T INC |
1.08% | 0.27% |
+0.81% |
| AXP AMERICAN EXPRESS CO |
0.65% | 0.27% |
+0.38% |
| QCOM QUALCOMM INC |
1.88% | 0.26% |
+1.63% |
| CRM SALESFORCE INC |
0.55% | 0.25% |
+0.30% |
أكبر الفوارق في أوزان المكونات
| ورقة مالية مُحتفَظ بها | GMOV | IVV | Δ |
|---|
| META |
5.15% | 1.89% |
+3.26% |
| XOM |
3.67% | 1.01% |
+2.66% |
| MRK |
3.19% | 0.58% |
+2.61% |
| VZ |
2.53% | 0.32% |
+2.21% |
| PFE |
2.37% | 0.25% |
+2.13% |
| BMY |
2.04% | 0.21% |
+1.83% |
| REGN |
1.76% | 0.13% |
+1.63% |
| QCOM |
1.88% | 0.26% |
+1.63% |
| CI |
1.68% | 0.11% |
+1.57% |
| BAC |
2.17% | 0.62% |
+1.55% |
| MSFT |
7.06% | 5.52% |
+1.54% |
| PGR |
1.69% | 0.20% |
+1.49% |
فقط في GMOV
| MDT MEDTRONIC PLC |
1.14% |
| BAH BOOZ ALLEN HAMILTON HOLDINGS |
0.90% |
| CB CHUBB LTD |
0.85% |
| HRB H+R BLOCK INC |
0.78% |
| M MACY S INC |
0.66% |
| PAYC PAYCOM SOFTWARE INC |
0.57% |
| LEA LEAR CORP |
0.50% |
| RDN RADIAN GROUP INC |
0.40% |
| AVT AVNET INC |
0.40% |
| MTCH MATCH GROUP INC |
0.40% |
| ALV AUTOLIV INC |
0.37% |
| CRH CRH PLC |
0.36% |
| MTG MGIC INVESTMENT CORP |
0.35% |
| KBH KB HOME |
0.33% |
| GPS GAP INC/THE |
0.30% |
فقط في IVV
| NVDA NVIDIA |
7.80% |
| AAPL APPLE |
6.88% |
| AMZN AMAZON.COM INC |
3.86% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| V VISA CLASS A |
0.96% |
| MA MASTERCARD CLASS A |
0.73% |
| ABBV ABBVIE |
0.71% |
| WMT WALMART INC |
0.70% |
| CSCO CISCO SYSTEMS INC |
0.66% |
أداة بحثية فقط — يُعدّ التداخل في المحتوى مجرد زاوية لقياس التشابه، وليس حكمًا على أيهما أفضل.