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 | IAI | IVV | Diferencia |
|---|
| GS GOLDMAN SACHS GROUP INC |
19.64% | 0.47% |
+19.16% |
| MS MORGAN STANLEY |
16.56% | 0.39% |
+16.17% |
| SCHW CHARLES SCHWAB |
9.48% | 0.28% |
+9.20% |
| SPGI S&P GLOBAL INC |
4.05% | 0.20% |
+3.85% |
| CME CME GROUP CLASS A |
4.27% | 0.15% |
+4.12% |
| ICE INTERCONTINENTAL EXCHANGE… |
4.62% | 0.14% |
+4.48% |
| HOOD ROBINHOOD MARKETS CLASS A |
4.69% | 0.13% |
+4.55% |
| MCO MOODYS CORP |
4.45% | 0.12% |
+4.33% |
| NDAQ NASDAQ INC |
3.79% | 0.07% |
+3.72% |
| IBKR INTERACTIVE BROKERS GROUP… |
3.69% | 0.07% |
+3.62% |
| COIN COINBASE GLOBAL INC CLASS… |
2.94% | 0.06% |
+2.87% |
| MSCI MSCI INC |
3.52% | 0.06% |
+3.45% |
| CBOE CBOE GLOBAL MARKETS |
2.71% | 0.05% |
+2.66% |
| RJF RAYMOND JAMES |
2.73% | 0.05% |
+2.68% |
| FDS FACTSET RESEARCH SYSTEMS |
0.88% | 0.02% |
+0.87% |
Mayores diferencias de ponderación
| Posición | IAI | IVV | Δ |
|---|
| GS |
19.64% | 0.47% |
+19.16% |
| MS |
16.56% | 0.39% |
+16.17% |
| SCHW |
9.48% | 0.28% |
+9.20% |
| HOOD |
4.69% | 0.13% |
+4.55% |
| ICE |
4.62% | 0.14% |
+4.48% |
| MCO |
4.45% | 0.12% |
+4.33% |
| CME |
4.27% | 0.15% |
+4.12% |
| SPGI |
4.05% | 0.20% |
+3.85% |
| NDAQ |
3.79% | 0.07% |
+3.72% |
| IBKR |
3.69% | 0.07% |
+3.62% |
| MSCI |
3.52% | 0.06% |
+3.45% |
| COIN |
2.94% | 0.06% |
+2.87% |
Solo en IAI
| LPLA LPL FINANCIAL HOLDINGS |
2.58% |
| SF STIFEL FINANCIAL |
1.13% |
| TW TRADEWEB MARKETS INC CLASS A |
1.07% |
| EVR EVERCORE CLASS A |
1.03% |
| JEF JEFFERIES FINANCIAL GROUP INC |
0.78% |
| SNEX STONEX GROUP INC |
0.63% |
| HLI HOULIHAN LOKEY INC CLASS A |
0.59% |
| MKTX MARKETAXESS HOLDINGS |
0.51% |
| PIPR PIPER SANDLER COMPANIES |
0.45% |
| MC MOELIS CLASS A |
0.44% |
| LAZ LAZARD |
0.43% |
| VIRT VIRTU FINANCIAL INC CLASS A |
0.43% |
| MORN MORNINGSTAR |
0.40% |
| PJT PJT PARTNERS CLASS A |
0.39% |
| BGC BGC GROUP INC CLASS A |
0.36% |
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% |
| JPM JPMORGAN CHASE & CO |
1.44% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.40% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.01% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.