Overlapping ETF-posities
Hoeveel hebben twee fondsen werkelijk gemeen? Op gewicht gebaseerde overlap, gedeelde posities en wat uniek is voor elk fonds.
Grootste gedeelde posities
| Positie | LCAP | DYNF | Verschil |
|---|
| NVDA NVIDIA CORP COMMON STOCK… |
7.77% | 8.48% |
-0.70% |
| AAPL APPLE INC COMMON STOCK… |
6.68% | 7.85% |
-1.17% |
| MSFT MICROSOFT CORP COMMON… |
5.16% | 4.98% |
+0.17% |
| AMZN AMAZON.COM INC COMMON… |
4.05% | 4.06% |
-0.01% |
| META META PLATFORMS INC CLASS… |
3.35% | 2.67% |
+0.68% |
| JPM JPMORGAN CHASE + CO… |
2.56% | 3.20% |
-0.64% |
| AVGO BROADCOM INC COMMON STOCK |
2.57% | 2.55% |
+0.02% |
| GOOGL ALPHABET INC CL A COMMON… |
4.87% | 2.47% |
+2.40% |
| MU MICRON TECHNOLOGY INC… |
2.46% | 1.91% |
+0.55% |
| XOM EXXONMOBIL HOLDINGS CORP… |
1.74% | 2.75% |
-1.01% |
| LRCX LAM RESEARCH CORP COMMON… |
2.05% | 1.63% |
+0.43% |
| AMD ADVANCED MICRO DEVICES… |
1.51% | 1.82% |
-0.31% |
| PH PARKER HANNIFIN CORP… |
2.01% | 1.29% |
+0.72% |
| TSLA TESLA INC COMMON STOCK… |
1.27% | 1.55% |
-0.28% |
| LLY ELI LILLY + CO COMMON… |
2.39% | 1.20% |
+1.19% |
| BAC BANK OF AMERICA CORP… |
0.98% | 1.84% |
-0.86% |
| PLTR PALANTIR TECHNOLOGIES INC… |
1.29% | 0.75% |
+0.53% |
| TMO THERMO FISHER SCIENTIFIC… |
1.81% | 0.59% |
+1.21% |
| GEV GE VERNOVA INC COMMON… |
1.28% | 0.57% |
+0.72% |
| NOW SERVICENOW INC COMMON… |
1.56% | 0.44% |
+1.11% |
Grootste Wegingsverschillen
| Positie | LCAP | DYNF | Δ |
|---|
| V |
3.30% | 0.37% |
+2.93% |
| GOOGL |
4.87% | 2.47% |
+2.40% |
| TWLO |
1.98% | 0.02% |
+1.96% |
| MPC |
1.94% | 0.00% |
+1.94% |
| KO |
2.00% | 0.06% |
+1.94% |
| COST |
2.03% | 0.20% |
+1.84% |
| AXP |
1.67% | 0.00% |
+1.67% |
| MCK |
1.75% | 0.18% |
+1.57% |
| TJX |
1.28% | 0.02% |
+1.26% |
| TMO |
1.81% | 0.59% |
+1.21% |
| LLY |
2.39% | 1.20% |
+1.19% |
| AAPL |
6.68% | 7.85% |
-1.17% |
Alleen in LCAP
| GVMXX STATE STREET INSTITUTIONAL US… |
2.97% |
| RSG REPUBLIC SERVICES INC COMMON… |
2.06% |
| AMP AMERIPRISE FINANCIAL INC… |
1.33% |
| CB CHUBB LTD COMMON STOCK |
1.32% |
| TSM TAIWAN SEMICONDUCTOR SP ADR… |
1.08% |
| NVS NOVARTIS AG SPONSORED ADR ADR |
1.06% |
| LIN LINDE PLC COMMON STOCK |
0.99% |
| HLT HILTON WORLDWIDE HOLDINGS IN… |
0.96% |
| TRNO TERRENO REALTY CORP REIT… |
0.91% |
| VTR VENTAS INC REIT USD.25 |
0.91% |
| ATO ATMOS ENERGY CORP COMMON STOCK |
0.56% |
| TMUS T MOBILE US INC COMMON STOCK… |
0.51% |
| BA BOEING CO/THE COMMON STOCK… |
0.50% |
| NXST NEXSTAR MEDIA GROUP INC… |
0.49% |
Alleen in DYNF
| GOOG ALPHABET CLASS C |
2.04% |
| JNJ JOHNSON & JOHNSON |
1.93% |
| CSCO CISCO SYSTEMS INC |
1.63% |
| CAT CATERPILLAR INC |
1.61% |
| CRM SALESFORCE |
1.50% |
| CVX CHEVRON |
1.48% |
| TRV TRAVELERS COMPANIES |
1.44% |
| AMAT APPLIED MATERIAL INC |
1.32% |
| C CITIGROUP |
1.08% |
| WMT WALMART |
1.00% |
| GS GOLDMAN SACHS GROUP |
1.00% |
| RTX RTX |
0.99% |
| ALL ALLSTATE CORP |
0.99% |
| DUK DUKE ENERGY CORP |
0.94% |
| WELL WELLTOWER |
0.84% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.