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 | IYG | IVV | Diferencia |
|---|
| JPM JPMORGAN CHASE & CO |
12.90% | 1.44% |
+11.46% |
| BRK-B BERKSHIRE HATHAWAY INC… |
12.48% | 1.40% |
+11.09% |
| V VISA CLASS A |
8.61% | 0.96% |
+7.65% |
| MA MASTERCARD CLASS A |
6.53% | 0.73% |
+5.80% |
| BAC BANK OF AMERICA |
5.50% | 0.62% |
+4.89% |
| GS GOLDMAN SACHS GROUP INC |
4.22% | 0.47% |
+3.75% |
| MS MORGAN STANLEY |
3.51% | 0.39% |
+3.12% |
| WFC WELLS FARGO |
3.50% | 0.39% |
+3.11% |
| C CITIGROUP INC |
3.07% | 0.34% |
+2.73% |
| SCHW CHARLES SCHWAB |
2.48% | 0.28% |
+2.20% |
| AXP AMERICAN EXPRESS |
2.41% | 0.27% |
+2.14% |
| BLK BLACKROCK |
2.29% | 0.26% |
+2.04% |
| COF CAPITAL ONE FINANCIAL CORP |
1.82% | 0.20% |
+1.61% |
| SPGI S&P GLOBAL INC |
1.77% | 0.20% |
+1.57% |
| BNY BANK OF NEW YORK MELLON… |
1.52% | 0.17% |
+1.35% |
| BX BLACKSTONE |
1.44% | 0.16% |
+1.28% |
| CME CME GROUP CLASS A |
1.36% | 0.15% |
+1.20% |
| PNC PNC FINANCIAL SERVICES… |
1.32% | 0.15% |
+1.18% |
| USB US BANCORP |
1.31% | 0.15% |
+1.16% |
| ICE INTERCONTINENTAL EXCHANGE… |
1.24% | 0.14% |
+1.10% |
Mayores diferencias de ponderación
| Posición | IYG | IVV | Δ |
|---|
| JPM |
12.90% | 1.44% |
+11.46% |
| BRK-B |
12.48% | 1.40% |
+11.09% |
| V |
8.61% | 0.96% |
+7.65% |
| MA |
6.53% | 0.73% |
+5.80% |
| BAC |
5.50% | 0.62% |
+4.89% |
| GS |
4.22% | 0.47% |
+3.75% |
| MS |
3.51% | 0.39% |
+3.12% |
| WFC |
3.50% | 0.39% |
+3.11% |
| C |
3.07% | 0.34% |
+2.73% |
| SCHW |
2.48% | 0.28% |
+2.20% |
| AXP |
2.41% | 0.27% |
+2.14% |
| BLK |
2.29% | 0.26% |
+2.04% |
Solo en IYG
| LPLA LPL FINANCIAL HOLDINGS |
0.39% |
| SOFI SOFI TECHNOLOGIES |
0.33% |
| FCNCA FIRST CITIZENS BANCSHARES… |
0.27% |
| EWBC EAST WEST BANCORP |
0.24% |
| PNFP PINNACLE FINANCIAL PARTNERS |
0.21% |
| RKT ROCKET COMPANIES INC CLASS A |
0.19% |
| EQH EQUITABLE HOLDINGS |
0.18% |
| CG CARLYLE GROUP INC |
0.17% |
| TW TRADEWEB MARKETS INC CLASS A |
0.17% |
| SF STIFEL FINANCIAL |
0.16% |
| ALLY ALLY FINANCIAL INC |
0.16% |
| FHN FIRST HORIZON |
0.16% |
| EVR EVERCORE CLASS A |
0.15% |
| BPOP POPULAR |
0.15% |
| SSB SOUTHSTATE BANK CORP |
0.14% |
Solo en IVV
| NVDA NVIDIA |
7.80% |
| AAPL APPLE |
6.88% |
| MSFT MICROSOFT |
5.52% |
| AMZN AMAZON.COM INC |
3.86% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| META META PLATFORMS CLASS A |
1.89% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.01% |
| JNJ JOHNSON & JOHNSON |
0.99% |
| 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.