Solapamiento de posiciones entre ETFs
¿Cuánto comparten realmente dos fondos? Solapamiento ponderado, posiciones compartidas y lo que es exclusivo de cada uno.
Posiciones compartidas más grandes
| Posición | LGBT | ESGU | Diferencia |
|---|
| AMZN AMAZON COM INC |
3.49% | 3.74% |
-0.25% |
| AAPL APPLE INC |
3.21% | 6.77% |
-3.56% |
| MSFT MICROSOFT CORP |
3.10% | 5.26% |
-2.16% |
| GOOG ALPHABET INC |
1.66% | 3.36% |
-1.70% |
| TSLA TESLA INC |
4.17% | 1.48% |
+2.69% |
| JPM JPMORGAN CHASE & CO. |
1.40% | 1.42% |
-0.02% |
| GOOGL ALPHABET INC |
1.24% | 2.06% |
-0.82% |
| V VISA INC |
1.49% | 1.18% |
+0.31% |
| NVDA NVIDIA CORPORATION |
1.10% | 7.45% |
-6.35% |
| LLY LILLY ELI & CO |
0.93% | 1.48% |
-0.55% |
| ABBV ABBVIE INC |
1.00% | 0.80% |
+0.20% |
| CSCO CISCO SYS INC |
0.75% | 0.73% |
+0.02% |
| MA MASTERCARD INCORPORATED |
1.30% | 0.70% |
+0.60% |
| HD HOME DEPOT INC |
1.41% | 0.65% |
+0.76% |
| KO COCA COLA CO |
1.23% | 0.61% |
+0.62% |
| GS GOLDMAN SACHS GROUP INC |
0.77% | 0.60% |
+0.17% |
| INTC INTEL CORP |
0.57% | 0.59% |
-0.02% |
| VZ VERIZON COMMUNICATIONS INC |
1.30% | 0.56% |
+0.74% |
| AMD ADVANCED MICRO DEVICES INC |
0.54% | 1.20% |
-0.66% |
| MS MORGAN STANLEY |
0.74% | 0.50% |
+0.24% |
Mayores diferencias de ponderación
| Posición | LGBT | ESGU | Δ |
|---|
| NVDA |
1.10% | 7.45% |
-6.35% |
| AAPL |
3.21% | 6.77% |
-3.56% |
| NOW |
3.68% | 0.35% |
+3.33% |
| TSLA |
4.17% | 1.48% |
+2.69% |
| DIS |
2.52% | 0.26% |
+2.26% |
| MSFT |
3.10% | 5.26% |
-2.16% |
| GOOG |
1.66% | 3.36% |
-1.70% |
| BSX |
1.28% | 0.08% |
+1.20% |
| PYPL |
1.21% | 0.14% |
+1.07% |
| UNH |
1.46% | 0.49% |
+0.97% |
| DHR |
1.15% | 0.18% |
+0.97% |
| HSY |
1.00% | 0.09% |
+0.91% |
Solo en LGBT
| FIS FIDELITY NATL INFORMATION… |
2.24% |
| IFF INTERNATIONAL… |
1.55% |
| MAR MARRIOTT INTL INC NEW |
1.37% |
| FB FACEBOOK INC |
1.29% |
| BDX BECTON DICKINSON & CO |
0.97% |
| NKE NIKE INC |
0.97% |
| FISV FISERV INC |
0.95% |
| DUK DUKE ENERGY CORP NEW |
0.94% |
| SO SOUTHERN CO |
0.90% |
| UPS UNITED PARCEL SERVICE INC |
0.88% |
| CERN CERNER CORP |
0.83% |
| TMUS T-MOBILE US INC |
0.82% |
| CVS CVS HEALTH CORP |
0.78% |
| BLL BALL CORP |
0.78% |
| APD AIR PRODS & CHEMS INC |
0.77% |
Solo en ESGU
| AVGO BROADCOM INC |
2.44% |
| META META PLATFORMS CLASS A |
1.77% |
| MU MICRON TECHNOLOGY |
1.56% |
| JNJ JOHNSON & JOHNSON |
0.84% |
| XOM EXXONMOBIL HOLDINGS CORP |
0.78% |
| LRCX LAM RESEARCH |
0.72% |
| COST COSTCO WHOLESALE CORP |
0.66% |
| CAT CATERPILLAR INC |
0.62% |
| PANW PALO ALTO NETWORKS |
0.58% |
| MRK MERCK & CO INC |
0.58% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
0.55% |
| PG PROCTER & GAMBLE |
0.55% |
| GE GE AEROSPACE |
0.52% |
| HIG HARTFORD INSURANCE GROUP |
0.50% |
| BAC BANK OF AMERICA |
0.49% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.