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 |
6.45% | 0.38% |
+6.06% |
| MS MORGAN STANLEY |
5.63% | 0.33% |
+5.29% |
| SCHW CHARLES SCHWAB |
3.39% | 0.23% |
+3.16% |
| SPGI S&P GLOBAL |
1.70% | 0.18% |
+1.51% |
| CME CME GROUP CLASS A |
1.78% | 0.15% |
+1.63% |
| ICE INTERCONTINENTAL EXCHANGE… |
1.75% | 0.13% |
+1.62% |
| HOOD ROBINHOOD MARKETS CLASS A |
1.64% | 0.13% |
+1.51% |
| MCO MOODYS CORP |
1.70% | 0.10% |
+1.59% |
| MSCI MSCI |
1.41% | 0.06% |
+1.35% |
| NDAQ NASDAQ INC |
1.41% | 0.06% |
+1.35% |
| IBKR INTERACTIVE BROKERS GROUP… |
1.36% | 0.06% |
+1.30% |
| COIN COINBASE GLOBAL INC CLASS… |
1.33% | 0.06% |
+1.27% |
| CBOE CBOE GLOBAL MARKETS |
1.07% | 0.05% |
+1.03% |
| RJF RAYMOND JAMES |
0.96% | 0.04% |
+0.92% |
| FDS FACTSET RESEARCH SYSTEMS |
0.34% | 0.02% |
+0.32% |
Mayores diferencias de ponderación
| Posición | IAI | IVV | Δ |
|---|
| GS |
6.45% | 0.38% |
+6.06% |
| MS |
5.63% | 0.33% |
+5.29% |
| SCHW |
3.39% | 0.23% |
+3.16% |
| CME |
1.78% | 0.15% |
+1.63% |
| ICE |
1.75% | 0.13% |
+1.62% |
| MCO |
1.70% | 0.10% |
+1.59% |
| SPGI |
1.70% | 0.18% |
+1.51% |
| HOOD |
1.64% | 0.13% |
+1.51% |
| NDAQ |
1.41% | 0.06% |
+1.35% |
| MSCI |
1.41% | 0.06% |
+1.35% |
| IBKR |
1.36% | 0.06% |
+1.30% |
| COIN |
1.33% | 0.06% |
+1.27% |
Solo en IAI
| OPY OPPENHEIMER HOLDINGS NON… |
25.53% |
| BTGO BITGO HOLDINGS INC CLASS A |
21.71% |
| LPLA LPL FINANCIAL HOLDINGS |
0.90% |
| TW TRADEWEB MARKETS INC CLASS A |
0.42% |
| EVR EVERCORE CLASS A |
0.37% |
| SF STIFEL FINANCIAL |
0.37% |
| HLI HOULIHAN LOKEY CLASS A |
0.23% |
| JEF JEFFERIES FINANCIAL GROUP INC |
0.23% |
| SNEX STONEX GROUP INC |
0.23% |
| MKTX MARKETAXESS HOLDINGS |
0.20% |
| VIRT VIRTU FINANCIAL INC CLASS A |
0.17% |
| MC MOELIS CLASS A |
0.14% |
| PIPR PIPER SANDLER COMPANIES |
0.14% |
| BGC BGC GROUP INC CLASS A |
0.14% |
| PJT PJT PARTNERS CLASS A |
0.11% |
Solo en IVV
| NVDA NVIDIA |
8.32% |
| AAPL APPLE |
7.41% |
| MSFT MICROSOFT |
5.79% |
| AMZN AMAZON.COM INC |
3.72% |
| GOOGL ALPHABET CLASS A |
3.05% |
| AVGO BROADCOM INC |
2.56% |
| GOOG ALPHABET CLASS C |
2.45% |
| META META PLATFORMS CLASS A |
2.37% |
| MU MICRON TECHNOLOGY |
1.75% |
| TSLA TESLA INC |
1.58% |
| AMD ADVANCED MICRO DEVICES |
1.51% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.42% |
| LLY ELI LILLY |
1.40% |
| JPM JPMORGAN CHASE & CO |
1.31% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.03% |
Solo herramienta de investigación: el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.