Mức Độ Trùng Lặp Danh Mục ETF
Hai quỹ thực sự chia sẻ bao nhiêu? Mức độ chồng lấp theo tỷ trọng, các vị thế chung, và những gì là độc nhất của mỗi bên.
Vị thế chung lớn nhất
| Tài sản nắm giữ | IWD | IVV | Chênh lệch |
|---|
| AAPL APPLE |
5.42% | 6.88% |
-1.46% |
| MSFT MICROSOFT |
4.82% | 5.52% |
-0.70% |
| AMZN AMAZON.COM INC |
6.12% | 3.86% |
+2.26% |
| JPM JPMORGAN CHASE & CO |
2.52% | 1.44% |
+1.07% |
| BRK-B BERKSHIRE HATHAWAY INC… |
2.48% | 1.40% |
+1.08% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.76% | 1.01% |
+0.76% |
| JNJ JOHNSON & JOHNSON |
1.74% | 0.99% |
+0.74% |
| ABBV ABBVIE |
1.14% | 0.71% |
+0.43% |
| WMT WALMART INC |
1.12% | 0.70% |
+0.42% |
| CSCO CISCO SYSTEMS INC |
1.16% | 0.66% |
+0.50% |
| INTC INTEL CORPORATION |
1.05% | 0.65% |
+0.40% |
| COST COSTCO WHOLESALE CORP |
0.63% | 0.64% |
-0.01% |
| BAC BANK OF AMERICA |
1.02% | 0.62% |
+0.40% |
| META META PLATFORMS CLASS A |
0.60% | 1.89% |
-1.29% |
| MRK MERCK & CO INC |
1.02% | 0.58% |
+0.44% |
| CVX CHEVRON |
0.98% | 0.57% |
+0.41% |
| UNH UNITEDHEALTH GROUP INC |
0.95% | 0.54% |
+0.40% |
| KO COCA-COLA |
0.83% | 0.54% |
+0.30% |
| PG PROCTER & GAMBLE |
0.89% | 0.51% |
+0.38% |
| GS GOLDMAN SACHS GROUP INC |
0.81% | 0.47% |
+0.33% |
Chênh lệch tỷ trọng lớn nhất
| Tài sản nắm giữ | IWD | IVV | Δ |
|---|
| AMZN |
6.12% | 3.86% |
+2.26% |
| AAPL |
5.42% | 6.88% |
-1.46% |
| META |
0.60% | 1.89% |
-1.29% |
| BRK-B |
2.48% | 1.40% |
+1.08% |
| JPM |
2.52% | 1.44% |
+1.07% |
| XOM |
1.76% | 1.01% |
+0.76% |
| JNJ |
1.74% | 0.99% |
+0.74% |
| MSFT |
4.82% | 5.52% |
-0.70% |
| CSCO |
1.16% | 0.66% |
+0.50% |
| MRK |
1.02% | 0.58% |
+0.44% |
| ABBV |
1.14% | 0.71% |
+0.43% |
| WMT |
1.12% | 0.70% |
+0.42% |
Chỉ trong IWD
| LNG CHENIERE ENERGY INC |
0.14% |
| MSTR STRATEGY INC CLASS A |
0.11% |
| ILMN ILLUMINA INC |
0.09% |
| SUNB SUNBELT RENTALS HOLDINGS INC |
0.08% |
| TWLO TWILIO CLASS A |
0.07% |
| ZM ZOOM COMMUNICATIONS CLASS A |
0.07% |
| RPRX ROYALTY PHARMA PLC CLASS A |
0.07% |
| USFD US FOODS HOLDING |
0.06% |
| THC TENET HEALTHCARE CORP |
0.06% |
| RGLD ROYAL GOLD |
0.06% |
| FWONK LIBERTY MEDIA FORMULA ONE… |
0.06% |
| MKL MARKEL GROUP |
0.06% |
| CDE COEUR MINING |
0.06% |
| OKTA OKTA CLASS A |
0.06% |
| UTHR UNITED THERAPEUTICS |
0.06% |
Chỉ trong IVV
| NVDA NVIDIA |
7.80% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| V VISA CLASS A |
0.96% |
| MA MASTERCARD CLASS A |
0.73% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
0.60% |
| LRCX LAM RESEARCH |
0.59% |
| AMAT APPLIED MATERIAL INC |
0.58% |
| CAT CATERPILLAR INC |
0.56% |
| GE GE AEROSPACE |
0.55% |
Chỉ là công cụ nghiên cứu — mức độ trùng lặp là một góc nhìn về sự tương đồng, không phải đánh giá quỹ nào tốt hơn.