تداخل محافظ الـ ETF
ما مقدار الاشتراك الفعلي بين صندوقَين؟ التداخل المرجَّح بالوزن، والمراكز المشتركة، وما هو فريد لكل جانب.
أكبر المراكز المشتركة
| ورقة مالية مُحتفَظ بها | MOAT | ESGU | الفرق |
|---|
| MSFT Microsoft Corp |
2.61% | 5.26% |
-2.65% |
| NVDA Nvidia Corp |
2.32% | 7.45% |
-5.13% |
| AVGO Broadcom Inc |
2.09% | 2.44% |
-0.35% |
| AMZN Amazon.Com Inc |
1.33% | 3.74% |
-2.41% |
| META Meta Platforms Inc |
1.06% | 1.77% |
-0.71% |
| AMAT Applied Materials Inc |
1.42% | 0.72% |
+0.70% |
| PANW Palo Alto Networks Inc |
2.35% | 0.58% |
+1.76% |
| DIS Walt Disney Co/The |
1.24% | 0.26% |
+0.98% |
| TMO Thermo Fisher Scientific… |
1.34% | 0.23% |
+1.11% |
| USB Us Bancorp |
1.30% | 0.22% |
+1.08% |
| NOC Northrop Grumman Corp |
1.12% | 0.19% |
+0.93% |
| ZTS Zoetis Inc |
1.77% | 0.18% |
+1.58% |
| DHR Danaher Corp |
2.47% | 0.18% |
+2.29% |
| VEEV Veeva Systems Inc |
3.06% | 0.17% |
+2.89% |
| CMG Chipotle Mexican Grill Inc |
1.44% | 0.16% |
+1.27% |
| MELI Mercadolibre Inc |
1.34% | 0.16% |
+1.18% |
| BMY Bristol-Myers Squibb Co |
2.57% | 0.15% |
+2.42% |
| FTNT Fortinet Inc |
1.98% | 0.14% |
+1.84% |
| BR Broadridge Financial… |
2.45% | 0.14% |
+2.32% |
| APH Amphenol Corp |
1.20% | 0.13% |
+1.07% |
أكبر الفوارق في أوزان المكونات
| ورقة مالية مُحتفَظ بها | MOAT | ESGU | Δ |
|---|
| NVDA |
2.32% | 7.45% |
-5.13% |
| VEEV |
3.06% | 0.17% |
+2.89% |
| MSFT |
2.61% | 5.26% |
-2.65% |
| SCHW |
2.74% | 0.12% |
+2.62% |
| BMY |
2.57% | 0.15% |
+2.42% |
| AMZN |
1.33% | 3.74% |
-2.41% |
| BR |
2.45% | 0.14% |
+2.32% |
| DHR |
2.47% | 0.18% |
+2.29% |
| MDLZ |
2.37% | 0.12% |
+2.25% |
| CLX |
2.25% | 0.11% |
+2.15% |
| FTNT |
1.98% | 0.14% |
+1.84% |
| DDOG |
1.92% | 0.11% |
+1.81% |
فقط في MOAT
| ABNB Airbnb Inc |
3.09% |
| LPLA Lpl Financial Holdings Inc |
2.70% |
| EL Estee Lauder Cos Inc/The |
2.56% |
| ZBH Zimmer Biomet Holdings Inc |
2.45% |
| BF-B Brown-Forman Corp |
2.44% |
| MAS Masco Corp |
2.41% |
| KVUE Kenvue Inc |
2.39% |
| TYL Tyler Technologies Inc |
2.37% |
| GEHC Ge Healthcare Technologies Inc |
2.33% |
| CPRT Copart Inc |
2.15% |
| STZ Constellation Brands Inc |
2.08% |
| OTIS Otis Worldwide Corp |
2.05% |
| FICO Fair Isaac Corp |
1.89% |
| NKE Nike Inc |
1.82% |
| GWRE Guidewire Software Inc |
1.67% |
فقط في ESGU
| AAPL APPLE |
6.77% |
| GOOG ALPHABET CLASS C |
3.36% |
| GOOGL ALPHABET CLASS A |
2.06% |
| MU MICRON TECHNOLOGY |
1.56% |
| LLY ELI LILLY |
1.48% |
| TSLA TESLA INC |
1.48% |
| JPM JPMORGAN CHASE & CO |
1.42% |
| AMD ADVANCED MICRO DEVICES |
1.20% |
| V VISA CLASS A |
1.18% |
| JNJ JOHNSON & JOHNSON |
0.84% |
| ABBV ABBVIE |
0.80% |
| XOM EXXONMOBIL HOLDINGS CORP |
0.78% |
| CSCO CISCO SYSTEMS INC |
0.73% |
| LRCX LAM RESEARCH |
0.72% |
| MA MASTERCARD CLASS A |
0.70% |
أداة بحثية فقط — يُعدّ التداخل في المحتوى مجرد زاوية لقياس التشابه، وليس حكمًا على أيهما أفضل.