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 | MGV | VTV | Verschil |
|---|
| JPM JPMorgan Chase & Co |
4.47% | 3.50% |
+0.96% |
| MU Micron Technology Inc |
4.40% | 3.45% |
+0.95% |
| BRK-B Berkshire Hathaway Inc |
3.42% | 2.99% |
+0.43% |
| XOM ExxonMobil Holdings Corp |
3.05% | 2.39% |
+0.66% |
| JNJ Johnson & Johnson |
2.92% | 2.29% |
+0.63% |
| WMT Walmart Inc |
2.31% | 1.81% |
+0.50% |
| ABBV AbbVie Inc |
2.10% | 1.65% |
+0.45% |
| CSCO Cisco Systems Inc |
1.95% | 1.53% |
+0.42% |
| BAC Bank of America Corp |
1.87% | 1.47% |
+0.40% |
| UNH UnitedHealth Group Inc |
1.78% | 1.40% |
+0.38% |
| CAT Caterpillar Inc |
1.78% | 1.39% |
+0.38% |
| CVX Chevron Corp |
1.76% | 1.38% |
+0.38% |
| PG Procter & Gamble Co/The |
1.59% | 1.25% |
+0.34% |
| HD Home Depot Inc/The |
1.57% | 1.23% |
+0.34% |
| MRK Merck & Co Inc |
1.52% | 1.20% |
+0.33% |
| KO Coca-Cola Co/The |
1.43% | 1.12% |
+0.31% |
| PM Philip Morris… |
1.41% | 1.11% |
+0.30% |
| RTX RTX Corp |
1.37% | 1.08% |
+0.30% |
| GS Goldman Sachs Group… |
1.36% | 1.06% |
+0.29% |
| WFC Wells Fargo & Co |
1.25% | 0.98% |
+0.27% |
Grootste Wegingsverschillen
| Positie | MGV | VTV | Δ |
|---|
| GE |
1.78% | 0.70% |
+1.08% |
| JPM |
4.47% | 3.50% |
+0.96% |
| MU |
4.40% | 3.45% |
+0.95% |
| TXN |
1.19% | 0.47% |
+0.72% |
| XOM |
3.05% | 2.39% |
+0.66% |
| JNJ |
2.92% | 2.29% |
+0.63% |
| BRK-A |
1.07% | 0.53% |
+0.54% |
| WMT |
2.31% | 1.81% |
+0.50% |
| ABBV |
2.10% | 1.65% |
+0.45% |
| BRK-B |
3.42% | 2.99% |
+0.43% |
| CSCO |
1.95% | 1.53% |
+0.42% |
| BAC |
1.87% | 1.47% |
+0.40% |
Alleen in MGV
| COST Costco Wholesale Corp |
2.00% |
| AMAT Applied Materials Inc |
0.95% |
| MCD McDonald's Corp |
0.91% |
| SBUX Starbucks Corp |
0.57% |
Alleen in VTV
| VLO Valero Energy Corp |
0.35% |
| MPC Marathon Petroleum Corp |
0.34% |
| CMI Cummins Inc |
0.33% |
| CEG Constellation Energy Corp |
0.32% |
| PSX Phillips 66 |
0.32% |
| ROST Ross Stores Inc |
0.30% |
| GM General Motors Co |
0.30% |
| SLB SLB Ltd |
0.28% |
| SPG Simon Property Group Inc |
0.26% |
| PCAR PACCAR Inc |
0.26% |
| ALL Allstate Corp/The |
0.25% |
| URI United Rentals Inc |
0.25% |
| DLR Digital Realty Trust Inc |
0.25% |
| TGT Target Corp |
0.24% |
| AJG Arthur J Gallagher & Co |
0.24% |
Uitsluitend een onderzoeksinstrument — overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.