Overlapping ETF-posities
Hoeveel hebben twee fondsen werkelijk gemeen? Op gewicht gebaseerde overlap, gedeelde posities en wat uniek is voor elk fonds.
Grootste gedeelde posities
| Positie | HIS | DYNF | Verschil |
|---|
| AAPL Apple Inc |
8.00% | 7.25% |
+0.75% |
| NVDA NVIDIA Corp |
7.24% | 7.95% |
-0.71% |
| MSFT Microsoft Corp |
6.84% | 4.76% |
+2.08% |
| AMZN Amazon.com Inc |
5.24% | 4.24% |
+1.01% |
| AVGO Broadcom Inc |
3.10% | 2.56% |
+0.54% |
| GOOGL Alphabet Inc |
5.67% | 2.50% |
+3.18% |
| BAC Bank of America Corp |
2.17% | 2.17% |
0.00% |
| JPM JPMORGAN CHASE & CO. |
2.02% | 3.49% |
-1.48% |
| TSLA Tesla Inc |
1.53% | 1.47% |
+0.06% |
| AMD Advanced Micro Devices Inc |
4.21% | 1.42% |
+2.78% |
| CVX Chevron Corp |
1.41% | 1.42% |
0.00% |
| XOM ExxonMobil Holdings Corp |
1.39% | 2.66% |
-1.27% |
| GS Goldman Sachs Group… |
2.78% | 1.21% |
+1.57% |
| WMT Walmart Inc |
1.03% | 0.97% |
+0.06% |
| LLY Eli Lilly & Co |
0.96% | 1.29% |
-0.33% |
| JNJ Johnson & Johnson |
0.93% | 2.09% |
-1.16% |
| NFLX Netflix Inc |
1.72% | 0.92% |
+0.80% |
| PH Parker-Hannifin Corp |
0.77% | 1.41% |
-0.64% |
| T AT&T Inc |
0.78% | 0.76% |
+0.03% |
| PLTR Palantir Technologies Inc |
1.72% | 0.66% |
+1.06% |
Grootste Wegingsverschillen
| Positie | HIS | DYNF | Δ |
|---|
| PANW |
4.11% | 0.22% |
+3.88% |
| GOOGL |
5.67% | 2.50% |
+3.18% |
| UNH |
3.43% | 0.45% |
+2.99% |
| AMD |
4.21% | 1.42% |
+2.78% |
| COST |
2.54% | 0.20% |
+2.34% |
| MSFT |
6.84% | 4.76% |
+2.08% |
| GILD |
2.52% | 0.46% |
+2.06% |
| BRK-B |
2.02% | 0.25% |
+1.78% |
| UBER |
1.78% | 0.15% |
+1.62% |
| GS |
2.78% | 1.21% |
+1.57% |
| JPM |
2.02% | 3.49% |
-1.48% |
| MS |
1.57% | 0.15% |
+1.42% |
Alleen in HIS
| DAL Delta Air Lines Inc |
2.14% |
| SHOP Shopify Inc |
1.87% |
| SPOT Spotify Technology SA |
1.25% |
| TTWO Take-Two Interactive Software… |
1.09% |
| SBUX Starbucks Corp |
1.01% |
| FCX Freeport-McMoRan Inc |
0.97% |
| MAR Marriott International Inc/MD |
0.95% |
| SO Southern Co/The |
0.78% |
| NI NiSource Inc |
0.75% |
Alleen in DYNF
| META META PLATFORMS CLASS A |
2.14% |
| GOOG ALPHABET CLASS C |
2.06% |
| MU MICRON TECHNOLOGY |
1.75% |
| CAT CATERPILLAR INC |
1.66% |
| LRCX LAM RESEARCH |
1.62% |
| CSCO CISCO SYSTEMS INC |
1.60% |
| TRV TRAVELERS COMPANIES |
1.45% |
| CRM SALESFORCE |
1.38% |
| AMAT APPLIED MATERIAL INC |
1.27% |
| ALL ALLSTATE CORP |
1.15% |
| RTX RTX |
1.15% |
| C CITIGROUP INC |
1.14% |
| DUK DUKE ENERGY CORP |
0.99% |
| WELL WELLTOWER |
0.92% |
| VZ VERIZON COMMUNICATIONS INC |
0.82% |
Uitsluitend een onderzoeksinstrument — overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.