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 | IVVW | JEPI | Verschil |
|---|---|---|---|
| MSFT MICROSOFT | 5.90% | 2.09% | +3.81% |
| AMZN AMAZON.COM INC | 3.79% | 1.92% | +1.87% |
| AAPL APPLE | 7.55% | 1.92% | +5.63% |
| NVDA NVIDIA | 8.48% | 1.91% | +6.57% |
| META META PLATFORMS CLASS A | 2.42% | 1.84% | +0.57% |
| GOOGL ALPHABET CLASS A | 3.11% | 1.77% | +1.34% |
| AVGO BROADCOM INC | 2.61% | 1.66% | +0.94% |
| AMD ADVANCED MICRO DEVICES | 1.54% | 1.14% | +0.40% |
| MU MICRON TECHNOLOGY | 1.78% | 1.08% | +0.70% |
| LLY ELI LILLY | 1.42% | 1.00% | +0.43% |
| V VISA CLASS A | 0.97% | 1.75% | -0.78% |
| JNJ JOHNSON & JOHNSON | 0.94% | 1.74% | -0.80% |
| WMT WALMART | 0.75% | 0.79% | -0.04% |
| ABBV ABBVIE | 0.73% | 1.77% | -1.04% |
| MA MASTERCARD CLASS A | 0.71% | 1.84% | -1.13% |
| COST COSTCO WHOLESALE CORP | 0.64% | 1.48% | -0.85% |
| LRCX LAM RESEARCH | 0.61% | 1.63% | -1.02% |
| TSLA TESLA INC | 1.61% | 0.56% | +1.05% |
| PG PROCTER & GAMBLE | 0.53% | 0.65% | -0.12% |
| PM PHILIP MORRIS… | 0.48% | 1.52% | -1.04% |
Grootste Wegingsverschillen
Alleen in IVVW
| GOOG ALPHABET CLASS C | 2.49% |
| JPM JPMORGAN CHASE & CO | 1.34% |
| CSCO CISCO SYSTEMS INC | 0.69% |
| CVX CHEVRON | 0.64% |
| AMAT APPLIED MATERIAL INC | 0.62% |
| CAT CATERPILLAR INC | 0.56% |
| PANW PALO ALTO NETWORKS | 0.49% |
| GE GE AEROSPACE | 0.48% |
| HD HOME DEPOT | 0.45% |
| GEV GE VERNOVA | 0.40% |
| TXN TEXAS INSTRUMENT INC | 0.40% |
| KLAC KLA | 0.39% |
| GS GOLDMAN SACHS GROUP | 0.39% |
| WFC WELLS FARGO | 0.38% |
| MRVL MARVELL TECHNOLOGY | 0.37% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.