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 | IWX | VTV | Verschil |
|---|
| JPM JPMORGAN CHASE & CO |
3.29% | 3.48% |
-0.19% |
| BRK-B BERKSHIRE HATHAWAY INC… |
3.54% | 2.89% |
+0.65% |
| XOM EXXONMOBIL HOLDINGS CORP |
2.58% | 2.43% |
+0.15% |
| JNJ JOHNSON & JOHNSON |
2.30% | 2.33% |
-0.04% |
| ABBV ABBVIE |
1.65% | 1.65% |
0.00% |
| WMT WALMART |
1.65% | 1.68% |
-0.03% |
| CSCO CISCO SYSTEMS INC |
1.69% | 1.43% |
+0.26% |
| CVX CHEVRON |
1.46% | 1.42% |
+0.04% |
| MRK MERCK & CO INC |
1.31% | 1.33% |
-0.02% |
| UNH UNITEDHEALTH GROUP |
1.24% | 1.29% |
-0.05% |
| PG PROCTER & GAMBLE |
1.31% | 1.23% |
+0.07% |
| BAC BANK OF AMERICA |
1.20% | 1.44% |
-0.24% |
| KO COCA-COLA |
1.12% | 1.11% |
+0.01% |
| PM PHILIP MORRIS… |
1.16% | 1.06% |
+0.10% |
| GS GOLDMAN SACHS GROUP |
0.94% | 1.03% |
-0.09% |
| RTX RTX |
0.92% | 1.02% |
-0.10% |
| WFC WELLS FARGO |
0.92% | 0.96% |
-0.04% |
| TMO THERMO FISHER SCIENTIFIC… |
0.90% | 0.84% |
+0.06% |
| LIN LINDE PLC |
0.83% | 0.83% |
0.00% |
| IBM INTERNATIONAL BUSINESS… |
0.79% | 0.80% |
-0.01% |
Grootste Wegingsverschillen
| Positie | IWX | VTV | Δ |
|---|
| INTC |
1.82% | 0.69% |
+1.13% |
| HD |
0.28% | 1.19% |
-0.91% |
| BRK-B |
3.54% | 2.89% |
+0.65% |
| AMGN |
0.24% | 0.85% |
-0.61% |
| MCK |
0.02% | 0.39% |
-0.36% |
| CSCO |
1.69% | 1.43% |
+0.26% |
| BAC |
1.20% | 1.44% |
-0.24% |
| ROST |
0.03% | 0.27% |
-0.23% |
| AXP |
0.43% | 0.66% |
-0.23% |
| AMT |
0.10% | 0.30% |
-0.20% |
| JPM |
3.29% | 3.48% |
-0.19% |
| UBER |
0.46% | 0.28% |
+0.18% |
Alleen in IWX
| AMZN AMAZON.COM INC |
8.40% |
| AAPL APPLE |
8.38% |
| MSFT MICROSOFT |
7.22% |
| META META PLATFORMS CLASS A |
1.07% |
| COST COSTCO WHOLESALE CORP |
0.88% |
| MCD MCDONALDS CORP |
0.63% |
| WELL WELLTOWER |
0.60% |
| VRTX VERTEX PHARMACEUTICALS |
0.48% |
| EQIX EQUINIX REIT |
0.37% |
| SNPS SYNOPSYS |
0.34% |
| TJX TJX |
0.31% |
| ORLY OREILLY AUTOMOTIVE INC |
0.26% |
| ECL ECOLAB |
0.26% |
| BA BOEING |
0.19% |
| SBUX STARBUCKS CORP |
0.18% |
Alleen in VTV
| MU Micron Technology Inc |
3.94% |
| CAT Caterpillar Inc |
1.34% |
| GE General Electric Co |
0.64% |
| BRK-A Berkshire Hathaway Inc |
0.52% |
| LMT Lockheed Martin Corp |
0.47% |
| TXN Texas Instruments Inc |
0.43% |
| MPC Marathon Petroleum Corp |
0.40% |
| PSX Phillips 66 |
0.36% |
| TT Trane Technologies PLC |
0.36% |
| HPE Hewlett Packard Enterprise Co |
0.25% |
| WBD Warner Bros Discovery Inc |
0.25% |
| ALL Allstate Corp/The |
0.24% |
| SPG Simon Property Group Inc |
0.24% |
| DLR Digital Realty Trust Inc |
0.24% |
| URI United Rentals Inc |
0.24% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.