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 | IXG | IVV | Diferencia |
|---|
| JPM JPMORGAN CHASE & CO |
5.94% | 1.45% |
+4.49% |
| BRK-B BERKSHIRE HATHAWAY INC… |
5.75% | 1.40% |
+4.35% |
| V VISA CLASS A |
3.94% | 0.96% |
+2.98% |
| MA MASTERCARD CLASS A |
3.01% | 0.73% |
+2.27% |
| BAC BANK OF AMERICA |
2.53% | 0.62% |
+1.91% |
| GS GOLDMAN SACHS GROUP INC |
1.90% | 0.46% |
+1.44% |
| WFC WELLS FARGO |
1.61% | 0.39% |
+1.22% |
| MS MORGAN STANLEY |
1.59% | 0.39% |
+1.20% |
| C CITIGROUP INC |
1.40% | 0.34% |
+1.06% |
| SCHW CHARLES SCHWAB |
1.16% | 0.28% |
+0.87% |
| AXP AMERICAN EXPRESS |
1.11% | 0.27% |
+0.84% |
| BLK BLACKROCK |
1.05% | 0.26% |
+0.79% |
| COF CAPITAL ONE FINANCIAL CORP |
0.84% | 0.20% |
+0.63% |
| SPGI S&P GLOBAL INC |
0.82% | 0.20% |
+0.62% |
| PGR PROGRESSIVE |
0.81% | 0.20% |
+0.62% |
| 0VQD.L CHUBB |
0.78% | 0.19% |
+0.59% |
| BNY BANK OF NEW YORK MELLON… |
0.69% | 0.17% |
+0.52% |
| BX BLACKSTONE |
0.66% | 0.16% |
+0.50% |
| CME CME GROUP CLASS A |
0.63% | 0.15% |
+0.47% |
| PNC PNC FINANCIAL SERVICES… |
0.61% | 0.15% |
+0.46% |
Mayores diferencias de ponderación
| Posición | IXG | IVV | Δ |
|---|
| JPM |
5.94% | 1.45% |
+4.49% |
| BRK-B |
5.75% | 1.40% |
+4.35% |
| V |
3.94% | 0.96% |
+2.98% |
| MA |
3.01% | 0.73% |
+2.27% |
| BAC |
2.53% | 0.62% |
+1.91% |
| GS |
1.90% | 0.46% |
+1.44% |
| WFC |
1.61% | 0.39% |
+1.22% |
| MS |
1.59% | 0.39% |
+1.20% |
| C |
1.40% | 0.34% |
+1.06% |
| SCHW |
1.16% | 0.28% |
+0.87% |
| AXP |
1.11% | 0.27% |
+0.84% |
| BLK |
1.05% | 0.26% |
+0.79% |
Solo en IXG
| HSBA.L HSBC HOLDINGS PLC |
2.22% |
| RY.TO ROYAL BANK OF CANADA |
1.77% |
| 8306.T MITSUBISHI UFJ FINANCIAL GROUP |
1.61% |
| SAN.MC BANCO SANTANDER |
1.38% |
| ALV.DE ALLIANZ |
1.23% |
| TD.TO TORONTO DOMINION |
1.21% |
| CBA.AX COMMONWEALTH BANK OF AUSTRALIA |
1.17% |
| BBVA.MC BANCO BILBAO VIZCAYA… |
1.03% |
| UBSG.SW UBS GROUP AG |
1.00% |
| 8316.T SUMITOMO MITSUI FINANCIAL… |
0.98% |
| UCG.MI UNICREDIT |
0.92% |
| 8411.T MIZUHO FINANCIAL GROUP |
0.77% |
| BNP.PA BNP PARIBAS SA |
0.77% |
| ISP.MI INTESA SANPAOLO |
0.76% |
| BMO.TO BANK OF MONTREAL |
0.75% |
Solo en IVV
| NVDA NVIDIA |
7.65% |
| AAPL APPLE |
6.91% |
| MSFT MICROSOFT |
5.49% |
| AMZN AMAZON.COM INC |
3.89% |
| GOOGL ALPHABET CLASS A |
3.09% |
| AVGO BROADCOM INC |
2.57% |
| GOOG ALPHABET CLASS C |
2.47% |
| META META PLATFORMS CLASS A |
1.86% |
| MU MICRON TECHNOLOGY |
1.56% |
| LLY ELI LILLY |
1.49% |
| TSLA TESLA INC |
1.49% |
| AMD ADVANCED MICRO DEVICES |
1.13% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.03% |
| JNJ JOHNSON & JOHNSON |
1.00% |
| ABBV ABBVIE |
0.71% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.