Sobreposição de Carteiras de ETF
Quanto têm dois fundos em comum? Sobreposição ponderada, posições partilhadas e o que é exclusivo de cada um.
Maiores Posições Compartilhadas
| Posição | JKF | VTV | Diferença |
|---|
| JPM JPMORGAN CHASE & CO |
2.75% | 3.50% |
-0.75% |
| BRK-B BERKSHIRE HATHAWAY INC… |
2.68% | 2.99% |
-0.31% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.92% | 2.39% |
-0.48% |
| JNJ JOHNSON & JOHNSON |
1.88% | 2.29% |
-0.41% |
| MU MICRON TECHNOLOGY |
1.36% | 3.45% |
-2.09% |
| ABBV ABBVIE |
1.34% | 1.65% |
-0.30% |
| CSCO CISCO SYSTEMS INC |
1.26% | 1.53% |
-0.27% |
| BAC BANK OF AMERICA |
1.18% | 1.47% |
-0.30% |
| MRK MERCK & CO INC |
1.08% | 1.20% |
-0.12% |
| CVX CHEVRON |
1.06% | 1.38% |
-0.33% |
| UNH UNITEDHEALTH GROUP INC |
1.03% | 1.40% |
-0.37% |
| KO COCA-COLA |
1.03% | 1.12% |
-0.09% |
| PG PROCTER & GAMBLE |
0.97% | 1.25% |
-0.28% |
| HD HOME DEPOT |
0.96% | 1.23% |
-0.27% |
| GS GOLDMAN SACHS GROUP INC |
0.90% | 1.06% |
-0.17% |
| PM PHILIP MORRIS… |
0.86% | 1.11% |
-0.24% |
| RTX RTX |
0.81% | 1.08% |
-0.27% |
| WMT WALMART INC |
0.80% | 1.81% |
-1.01% |
| MS MORGAN STANLEY |
0.75% | 0.93% |
-0.18% |
| WFC WELLS FARGO |
0.74% | 0.98% |
-0.24% |
Maiores Diferenças de Ponderação
| Posição | JKF | VTV | Δ |
|---|
| MU |
1.36% | 3.45% |
-2.09% |
| WMT |
0.80% | 1.81% |
-1.01% |
| CAT |
0.49% | 1.39% |
-0.91% |
| JPM |
2.75% | 3.50% |
-0.75% |
| XOM |
1.92% | 2.39% |
-0.48% |
| ADI |
0.24% | 0.67% |
-0.42% |
| JNJ |
1.88% | 2.29% |
-0.41% |
| UNH |
1.03% | 1.40% |
-0.37% |
| DELL |
0.11% | 0.44% |
-0.33% |
| CVX |
1.06% | 1.38% |
-0.33% |
| DE |
0.24% | 0.56% |
-0.33% |
| AXP |
0.37% | 0.68% |
-0.31% |
Apenas em JKF
| MSFT MICROSOFT |
7.89% |
| AAPL APPLE |
6.51% |
| AMZN AMAZON.COM INC |
3.31% |
| GOOGL ALPHABET CLASS A |
2.51% |
| META META PLATFORMS CLASS A |
2.28% |
| GOOG ALPHABET CLASS C |
2.00% |
| TSLA TESLA INC |
1.08% |
| V VISA CLASS A |
0.92% |
| COST COSTCO WHOLESALE CORP |
0.69% |
| LIN.DE LINDE PLC |
0.65% |
| MA MASTERCARD CLASS A |
0.60% |
| MCD MCDONALDS CORP |
0.55% |
| BKNG BOOKING HOLDINGS |
0.47% |
| ORCL ORACLE |
0.36% |
| 0VQD.L CHUBB |
0.35% |
Apenas em VTV
| LIN Linde PLC |
0.82% |
| GE General Electric Co |
0.70% |
| INTC Intel Corp |
0.67% |
| ETN Eaton Corp PLC |
0.60% |
| BRK-A Berkshire Hathaway Inc |
0.53% |
| CB Chubb Ltd |
0.45% |
| MDT Medtronic PLC |
0.41% |
| ACN Accenture PLC |
0.38% |
| FCX Freeport-McMoRan Inc |
0.33% |
| JCI Johnson Controls… |
0.33% |
| CMI Cummins Inc |
0.33% |
| ELV Elevance Health Inc |
0.30% |
| HON Honeywell International Inc |
0.29% |
| SLB SLB Ltd |
0.28% |
| AON Aon PLC |
0.27% |
Apenas ferramenta de pesquisa — a sobreposição é uma das formas de avaliar similaridade, não um julgamento sobre qual fundo é melhor.