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 | KBWB | IVV | 差值 |
|---|
| JPM JPMorgan Chase & Co |
8.62% | 1.45% |
+7.17% |
| BAC Bank of America Corp |
8.74% | 0.62% |
+8.13% |
| GS Goldman Sachs Group… |
7.31% | 0.46% |
+6.85% |
| WFC Wells Fargo & Co |
7.91% | 0.39% |
+7.52% |
| MS Morgan Stanley |
7.45% | 0.39% |
+7.06% |
| C Citigroup Inc |
3.79% | 0.34% |
+3.45% |
| COF Capital One Financial Corp |
4.16% | 0.20% |
+3.96% |
| BNY Bank of New York Mellon… |
4.21% | 0.17% |
+4.04% |
| PNC PNC Financial Services… |
3.99% | 0.15% |
+3.84% |
| USB US Bancorp |
4.12% | 0.15% |
+3.97% |
| TFC Truist Financial Corp |
3.81% | 0.10% |
+3.72% |
| STT State Street Corp |
4.44% | 0.08% |
+4.36% |
| FITB Fifth Third Bancorp |
3.98% | 0.08% |
+3.90% |
| MTB M&T Bank Corp |
3.91% | 0.05% |
+3.86% |
| NTRS Northern Trust Corp |
3.82% | 0.05% |
+3.76% |
| HBAN Huntington Bancshares… |
3.77% | 0.05% |
+3.72% |
| CFG Citizens Financial Group… |
3.28% | 0.05% |
+3.24% |
| RF Regions Financial Corp |
2.89% | 0.04% |
+2.85% |
| KEY KeyCorp |
2.62% | 0.03% |
+2.59% |
最大权重差异
| 持仓 | KBWB | IVV | Δ |
|---|
| BAC |
8.74% | 0.62% |
+8.13% |
| WFC |
7.91% | 0.39% |
+7.52% |
| JPM |
8.62% | 1.45% |
+7.17% |
| MS |
7.45% | 0.39% |
+7.06% |
| GS |
7.31% | 0.46% |
+6.85% |
| STT |
4.44% | 0.08% |
+4.36% |
| BNY |
4.21% | 0.17% |
+4.04% |
| USB |
4.12% | 0.15% |
+3.97% |
| COF |
4.16% | 0.20% |
+3.96% |
| FITB |
3.98% | 0.08% |
+3.90% |
| MTB |
3.91% | 0.05% |
+3.86% |
| PNC |
3.99% | 0.15% |
+3.84% |
仅在 KBWB
| EWBC East West Bancorp Inc |
1.95% |
| PNFP Pinnacle Financial Partners… |
1.69% |
| FHN First Horizon Corp |
1.28% |
| ZION Zions Bancorp NA |
1.10% |
| WAL Western Alliance Bancorp |
0.94% |
| AGPXX Invesco Government & Agency… |
0.08% |
仅在 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% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.40% |
| AMD ADVANCED MICRO DEVICES |
1.13% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.03% |
| JNJ JOHNSON & JOHNSON |
1.00% |
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。