ETF持仓重叠分析
两只基金的实际重叠程度如何？涵盖按权重计算的重叠比例、共同持仓及各自独有的持仓。
最大共同持仓
| 持仓 | JMIN | USMV | 差值 |
|---|
| MSFT Microsoft Corporation |
0.79% | 1.67% |
-0.88% |
| JNJ Johnson & Johnson |
0.64% | 1.59% |
-0.95% |
| ABT Abbott Laboratories |
0.63% | 0.80% |
-0.17% |
| PG The Procter & Gamble… |
0.63% | 1.02% |
-0.39% |
| MSI Motorola Solutions, Inc. |
0.62% | 1.51% |
-0.89% |
| WM Waste Management, Inc. |
0.61% | 1.32% |
-0.71% |
| PEP PepsiCo, Inc. |
0.61% | 0.85% |
-0.24% |
| MCD McDonald's Corporation |
0.61% | 1.06% |
-0.45% |
| INTU Intuit Inc. |
0.64% | 0.60% |
+0.04% |
| TMUS T-Mobile US, Inc. |
0.60% | 1.01% |
-0.41% |
| ABBV AbbVie Inc. |
0.60% | 0.74% |
-0.14% |
| RSG Republic Services, Inc. |
0.60% | 1.25% |
-0.65% |
| XOM Exxon Mobil Corporation |
0.60% | 1.40% |
-0.80% |
| WMT Walmart Inc. |
0.59% | 0.65% |
-0.06% |
| LLY Eli Lilly and Company |
0.59% | 0.82% |
-0.23% |
| PM Philip Morris… |
0.57% | 0.57% |
0.00% |
| DUK Duke Energy Corporation |
0.57% | 1.36% |
-0.79% |
| ALL The Allstate Corporation |
0.61% | 0.56% |
+0.05% |
| MDLZ Mondelez International… |
0.56% | 0.71% |
-0.15% |
| CL Colgate-Palmolive Company |
0.55% | 0.89% |
-0.34% |
最大权重差异
| 持仓 | JMIN | USMV | Δ |
|---|
| NEM |
0.48% | 1.69% |
-1.21% |
| COR |
0.12% | 1.28% |
-1.16% |
| MRK |
0.54% | 1.57% |
-1.03% |
| JNJ |
0.64% | 1.59% |
-0.95% |
| VZ |
0.55% | 1.46% |
-0.91% |
| MSI |
0.62% | 1.51% |
-0.89% |
| MSFT |
0.79% | 1.67% |
-0.88% |
| MCK |
0.50% | 1.36% |
-0.86% |
| CSCO |
0.51% | 1.36% |
-0.85% |
| YUM |
0.05% | 0.90% |
-0.85% |
| SO |
0.52% | 1.33% |
-0.81% |
| XOM |
0.60% | 1.40% |
-0.80% |
仅在 JMIN
| DHR Danaher Corporation |
0.68% |
| IDXX IDEXX Laboratories, Inc. |
0.66% |
| TMO Thermo Fisher Scientific Inc. |
0.66% |
| UPS United Parcel Service, Inc. |
0.64% |
| WST West Pharmaceutical Services… |
0.64% |
| ANSS ANSYS, Inc. |
0.63% |
| ZTS Zoetis Inc. |
0.63% |
| MDT Medtronic plc |
0.63% |
| BRO Brown & Brown, Inc. |
0.62% |
| TECH Bio-Techne Corporation |
0.62% |
| AMT American Tower Corporation… |
0.62% |
| BRK.B BRK.B |
0.62% |
| MMC Marsh & McLennan Companies… |
0.62% |
| SYK Stryker Corporation |
0.62% |
| GRMN Garmin Ltd. |
0.61% |
仅在 USMV
| VRTX VERTEX PHARMACEUTICALS |
1.65% |
| WELL WELLTOWER |
1.57% |
| APH AMPHENOL CORP CLASS A |
1.52% |
| 0VQD.L CHUBB |
1.47% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.41% |
| NVDA NVIDIA |
1.37% |
| MA MASTERCARD CLASS A |
1.28% |
| WCN.TO WASTE CONNECTIONS |
1.21% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
1.16% |
| V VISA CLASS A |
1.02% |
| ROP ROPER TECHNOLOGIES |
1.02% |
| CBOE CBOE GLOBAL MARKETS |
0.97% |
| CRM SALESFORCE |
0.96% |
| TJX TJX |
0.96% |
| PANW PALO ALTO NETWORKS |
0.94% |
仅供研究参考——持仓重叠是衡量相似度的视角之一，并非判断哪只基金更优。