ETF持仓重叠分析
两只基金的实际重叠程度如何？涵盖按权重计算的重叠比例、共同持仓及各自独有的持仓。
最大共同持仓
| 持仓 | IVVW | JEPI | 差值 |
|---|---|---|---|
| MSFT MICROSOFT | 5.43% | 1.90% | +3.53% |
| AMZN AMAZON.COM INC | 3.87% | 1.89% | +1.98% |
| NVDA NVIDIA | 7.97% | 1.76% | +6.22% |
| AAPL APPLE | 6.94% | 1.75% | +5.20% |
| GOOGL ALPHABET CLASS A | 3.03% | 1.72% | +1.31% |
| META META PLATFORMS CLASS A | 1.82% | 1.56% | +0.26% |
| AVGO BROADCOM INC | 2.62% | 1.53% | +1.09% |
| LLY ELI LILLY | 1.49% | 1.03% | +0.47% |
| JNJ JOHNSON & JOHNSON | 0.98% | 1.80% | -0.82% |
| AMD ADVANCED MICRO DEVICES | 1.16% | 0.95% | +0.21% |
| V VISA CLASS A | 0.92% | 1.52% | -0.60% |
| MA MASTERCARD CLASS A | 0.70% | 1.84% | -1.14% |
| ABBV ABBVIE | 0.70% | 1.68% | -0.98% |
| WMT WALMART INC | 0.69% | 0.74% | -0.05% |
| COST COSTCO WHOLESALE CORP | 0.63% | 1.27% | -0.65% |
| LRCX LAM RESEARCH | 0.59% | 1.44% | -0.85% |
| MRK MERCK & CO INC | 0.56% | 0.55% | +0.01% |
| NFLX NETFLIX | 0.51% | 0.95% | -0.44% |
| PG PROCTER & GAMBLE | 0.51% | 0.56% | -0.05% |
| PM PHILIP MORRIS… | 0.45% | 1.39% | -0.93% |
仅在 IVVW
| GOOG ALPHABET CLASS C | 2.43% |
| JPM JPMORGAN CHASE & CO | 1.43% |
| CSCO CISCO SYSTEMS INC | 0.66% |
| AMAT APPLIED MATERIAL INC | 0.60% |
| CVX CHEVRON | 0.58% |
| CAT CATERPILLAR INC | 0.57% |
| GE GE AEROSPACE | 0.55% |
| KO COCA-COLA | 0.53% |
| HD HOME DEPOT | 0.51% |
| GS GOLDMAN SACHS GROUP INC | 0.45% |
| PANW PALO ALTO NETWORKS | 0.43% |
| GEV GE VERNOVA INC | 0.39% |
| WFC WELLS FARGO | 0.39% |
| MS MORGAN STANLEY | 0.38% |
| KLAC KLA | 0.37% |
仅供研究参考——持仓重叠是衡量相似度的视角之一，并非判断哪只基金更优。