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… |
7.49% | 7.95% |
-0.46% |
| AAPL APPLE INC COMMON STOCK… |
6.32% | 7.25% |
-0.93% |
| MSFT MICROSOFT CORP COMMON… |
4.97% | 4.76% |
+0.21% |
| AMZN AMAZON.COM INC COMMON… |
4.24% | 4.24% |
0.00% |
| JPM JPMORGAN CHASE + CO… |
3.01% | 3.49% |
-0.49% |
| AVGO BROADCOM INC COMMON STOCK |
3.04% | 2.56% |
+0.47% |
| GOOGL ALPHABET INC CL A COMMON… |
5.10% | 2.50% |
+2.61% |
| XOM EXXONMOBIL HOLDINGS CORP… |
1.75% | 2.66% |
-0.90% |
| MU MICRON TECHNOLOGY INC… |
1.65% | 1.75% |
-0.09% |
| META META PLATFORMS INC CLASS… |
1.64% | 2.14% |
-0.50% |
| LRCX LAM RESEARCH CORP COMMON… |
2.09% | 1.62% |
+0.47% |
| PH PARKER HANNIFIN CORP… |
1.74% | 1.41% |
+0.33% |
| BAC BANK OF AMERICA CORP… |
1.37% | 2.17% |
-0.80% |
| LLY ELI LILLY + CO COMMON… |
2.60% | 1.29% |
+1.31% |
| TSLA TESLA INC COMMON STOCK… |
1.19% | 1.47% |
-0.27% |
| AMD ADVANCED MICRO DEVICES… |
0.93% | 1.42% |
-0.49% |
| TMO THERMO FISHER SCIENTIFIC… |
1.78% | 0.58% |
+1.20% |
| GEV GE VERNOVA INC COMMON… |
1.66% | 0.53% |
+1.13% |
| WDC WESTERN DIGITAL CORP… |
1.47% | 0.47% |
+1.00% |
| UNH UNITEDHEALTH GROUP INC… |
0.99% | 0.45% |
+0.54% |
Grootste Wegingsverschillen
| Positie | LCAP | DYNF | Δ |
|---|
| V |
3.23% | 0.38% |
+2.85% |
| MPC |
2.63% | 0.00% |
+2.63% |
| GOOGL |
5.10% | 2.50% |
+2.61% |
| COST |
2.40% | 0.20% |
+2.20% |
| AXP |
2.08% | 0.00% |
+2.08% |
| KO |
2.11% | 0.07% |
+2.04% |
| MCK |
1.95% | 0.18% |
+1.77% |
| TWLO |
1.62% | 0.02% |
+1.60% |
| PANW |
1.68% | 0.22% |
+1.46% |
| TJX |
1.46% | 0.02% |
+1.43% |
| LLY |
2.60% | 1.29% |
+1.31% |
| TMO |
1.78% | 0.58% |
+1.20% |
Alleen in LCAP
| GVMXX STATE STREET INSTITUTIONAL US… |
2.40% |
| RSG REPUBLIC SERVICES INC COMMON… |
2.14% |
| AMP AMERIPRISE FINANCIAL INC… |
1.50% |
| NVS NOVARTIS AG SPONSORED ADR ADR |
1.47% |
| CB CHUBB LTD COMMON STOCK |
1.35% |
| BA BOEING CO/THE COMMON STOCK… |
1.25% |
| VTR VENTAS INC REIT USD.25 |
1.06% |
| LIN LINDE PLC COMMON STOCK |
1.01% |
| TSM TAIWAN SEMICONDUCTOR SP ADR… |
1.00% |
| TRNO TERRENO REALTY CORP REIT… |
0.99% |
| TMUS T MOBILE US INC COMMON STOCK… |
0.83% |
| NXST NEXSTAR MEDIA GROUP INC… |
0.80% |
| ATO ATMOS ENERGY CORP COMMON STOCK |
0.61% |
| DKS DICK S SPORTING GOODS INC… |
0.49% |
Alleen in DYNF
| JNJ JOHNSON & JOHNSON |
2.09% |
| GOOG ALPHABET CLASS C |
2.06% |
| CAT CATERPILLAR INC |
1.66% |
| CSCO CISCO SYSTEMS INC |
1.60% |
| TRV TRAVELERS COMPANIES |
1.45% |
| CVX CHEVRON |
1.42% |
| CRM SALESFORCE |
1.38% |
| AMAT APPLIED MATERIAL INC |
1.27% |
| GS GOLDMAN SACHS GROUP INC |
1.21% |
| ALL ALLSTATE CORP |
1.15% |
| RTX RTX |
1.15% |
| C CITIGROUP INC |
1.14% |
| DUK DUKE ENERGY CORP |
0.99% |
| WMT WALMART INC |
0.97% |
| WELL WELLTOWER |
0.92% |
Uitsluitend een onderzoeksinstrument — overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.