Tumpang Tindih Kepemilikan ETF
Seberapa banyak yang benar-benar dibagi dua dana? Tumpang tindih berbasis bobot, posisi bersama, dan apa yang unik di masing-masing sisi.
Posisi Bersama Terbesar
| Kepemilikan | LVOL | USMV | Selisih |
|---|
| MSFT Microsoft Corp |
4.12% | 1.67% |
+2.45% |
| JNJ Johnson & Johnson |
2.56% | 1.59% |
+0.97% |
| CSCO Cisco Systems Inc |
2.29% | 1.36% |
+0.93% |
| WM Waste Management Inc |
1.80% | 1.32% |
+0.48% |
| KO Coca-Cola Co/The |
1.89% | 1.30% |
+0.59% |
| XOM Exxon Mobil Corp |
1.29% | 1.40% |
-0.11% |
| RSG Republic Services Inc |
1.24% | 1.25% |
-0.01% |
| MCD McDonald's Corp |
1.23% | 1.06% |
+0.17% |
| PG Procter & Gamble Co/The |
1.76% | 1.02% |
+0.74% |
| V Visa Inc |
2.52% | 1.02% |
+1.50% |
| AVGO Broadcom Inc |
1.18% | 0.91% |
+0.27% |
| CL Colgate-Palmolive Co |
1.16% | 0.89% |
+0.27% |
| AAPL Apple Inc |
4.80% | 0.87% |
+3.93% |
| MRK Merck & Co Inc |
0.76% | 1.57% |
-0.81% |
| TRV Travelers Cos Inc/The |
0.73% | 0.79% |
-0.06% |
| T AT&T Inc |
0.73% | 0.91% |
-0.18% |
| ABT Abbott Laboratories |
0.70% | 0.80% |
-0.10% |
| WMT Walmart Inc |
0.94% | 0.65% |
+0.29% |
| ADBE Adobe Inc |
1.01% | 0.59% |
+0.42% |
| ABBV AbbVie Inc |
0.59% | 0.74% |
-0.15% |
Perbedaan Bobot Terbesar
| Kepemilikan | LVOL | USMV | Δ |
|---|
| AAPL |
4.80% | 0.87% |
+3.93% |
| MSFT |
4.12% | 1.67% |
+2.45% |
| COST |
2.41% | 0.28% |
+2.13% |
| GD |
1.68% | 0.07% |
+1.61% |
| V |
2.52% | 1.02% |
+1.50% |
| AMZN |
1.57% | 0.13% |
+1.44% |
| SNPS |
1.32% | 0.32% |
+1.00% |
| JNJ |
2.56% | 1.59% |
+0.97% |
| APH |
0.57% | 1.52% |
-0.95% |
| CSCO |
2.29% | 1.36% |
+0.93% |
| MRK |
0.76% | 1.57% |
-0.81% |
| PG |
1.76% | 1.02% |
+0.74% |
Hanya di LVOL
| GOOGL Alphabet Inc |
3.78% |
| BMY Bristol-Myers Squibb Co |
2.37% |
| BRKB Berkshire Hathaway Inc |
2.21% |
| ACN Accenture PLC |
2.12% |
| MMC Marsh & McLennan Cos Inc |
1.93% |
| SYK Stryker Corp |
1.76% |
| LIN Linde PLC |
1.69% |
| SHW Sherwin-Williams Co/The |
1.48% |
| JPM JPMorgan Chase & Co |
1.34% |
| BAC Bank of America Corp |
1.32% |
| MDT Medtronic PLC |
1.30% |
| CMCSA Comcast Corp |
1.28% |
| IEX IDEX Corp |
1.25% |
| SPGI S&P Global Inc |
1.19% |
| DOV Dover Corp |
1.16% |
Hanya di USMV
| NEM NEWMONT |
1.69% |
| VRTX VERTEX PHARMACEUTICALS |
1.65% |
| WELL WELLTOWER |
1.57% |
| MSI MOTOROLA SOLUTIONS INC |
1.51% |
| 0VQD.L CHUBB |
1.47% |
| VZ VERIZON COMMUNICATIONS INC |
1.46% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.41% |
| NVDA NVIDIA |
1.37% |
| DUK DUKE ENERGY CORP |
1.36% |
| MCK MCKESSON CORP |
1.36% |
| SO SOUTHERN |
1.33% |
| MA MASTERCARD CLASS A |
1.28% |
| COR CENCORA |
1.28% |
| WCN.TO WASTE CONNECTIONS |
1.21% |
| ED CONSOLIDATED EDISON |
1.18% |
Hanya alat riset — tumpang tindih adalah salah satu sudut pandang kemiripan, bukan penilaian dana mana yang lebih baik.