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 | PAPI | JEPI | Diferencia |
|---|
| MSFT MICROSOFT CORP COMMON |
0.63% | 1.88% |
-1.25% |
| ABBV ABBVIE INC COMMON STOCK |
0.57% | 1.67% |
-1.11% |
| COP CONOCOPHILLIPS COMMON |
0.56% | 0.56% |
0.00% |
| BMY BRISTOL-MYERS SQUIBB CO |
0.56% | 0.87% |
-0.31% |
| GOOGL ALPHABET INC-CL A - |
0.54% | 1.73% |
-1.19% |
| EOG EOG RESOURCES INC COMMON |
0.54% | 1.62% |
-1.08% |
| MRK MERCK & CO INC COMMON |
0.60% | 0.53% |
+0.07% |
| PEP PEPSICO INC COMMON STOCK |
0.53% | 1.27% |
-0.74% |
| T AT&T INC COMMON STOCK USD |
0.53% | 0.65% |
-0.12% |
| JNJ JOHNSON & JOHNSON COMMON |
0.52% | 1.79% |
-1.27% |
| COST COSTCO WHOLESALE CORP |
0.51% | 1.29% |
-0.78% |
| RTX RTX CORP |
0.51% | 1.30% |
-0.80% |
| SYK STRYKER CORP COMMON STOCK |
0.50% | 0.96% |
-0.46% |
| PG THE PROCTER & GAMBLE |
0.49% | 0.52% |
-0.03% |
| SO THE SOUTHERN COMPANY |
0.47% | 0.71% |
-0.23% |
| CHD CHURCH & DWIGHT CO INC |
0.51% | 0.43% |
+0.08% |
| ADI ANALOG DEVICES INC COMMON |
0.50% | 0.42% |
+0.09% |
| VZ VERIZON COMMUNICATIONS |
0.54% | 0.41% |
+0.12% |
| CMI CUMMINS INC COMMON STOCK |
0.44% | 0.40% |
+0.04% |
| TXN TEXAS INSTRUMENTS INC |
0.49% | 0.39% |
+0.10% |
Mayores diferencias de ponderación
| Posición | PAPI | JEPI | Δ |
|---|
| JNJ |
0.52% | 1.79% |
-1.27% |
| MSFT |
0.63% | 1.88% |
-1.25% |
| GOOGL |
0.54% | 1.73% |
-1.19% |
| ABBV |
0.57% | 1.67% |
-1.11% |
| EOG |
0.54% | 1.62% |
-1.08% |
| RTX |
0.51% | 1.30% |
-0.80% |
| COST |
0.51% | 1.29% |
-0.78% |
| PEP |
0.53% | 1.27% |
-0.74% |
| SYK |
0.50% | 0.96% |
-0.46% |
| BBY |
0.52% | 0.06% |
+0.46% |
| UPS |
0.45% | 0.07% |
+0.38% |
| GD |
0.51% | 0.18% |
+0.33% |
Solo en PAPI
| MAN MANPOWERGROUP INC COMMON |
0.69% |
| CTSH COGNIZANT TECHNOLOGY |
0.68% |
| VLO VALERO ENERGY CORP COMMON |
0.68% |
| DLB DOLBY LABORATORIES INC |
0.68% |
| TGT TARGET CORP COMMON STOCK |
0.66% |
| RGLD ROYAL GOLD INC |
0.65% |
| CRM SALESFORCE.COM INC. |
0.64% |
| RHI ROBERT HALF INC COMMON |
0.64% |
| WEN WENDY'S CO/THE COMMON |
0.64% |
| PSX PHILLIPS 66 COMMON STOCK |
0.64% |
| 0Y0Y.L ACCENTURE PLC COMMON |
0.62% |
| DINO HF SINCLAIR CORP COMMON |
0.62% |
| FOXA FOX CORP COMMON STOCK USD |
0.62% |
| PTEN PATTERSON-UTI ENERGY INC |
0.62% |
| RPRX ROYALTY PHARMA PLC COMMON |
0.62% |
Solo en JEPI
| AMZN AMAZON.COM INC COMMON |
1.90% |
| MA MASTERCARD INC COMMON |
1.85% |
| AAPL APPLE INC COMMON STOCK |
1.75% |
| NVDA NVIDIA CORP COMMON STOCK |
1.72% |
| NEE NEXTERA ENERGY INC |
1.65% |
| LOW LOWE'S COS INC COMMON |
1.52% |
| V VISA INC COMMON STOCK |
1.52% |
| MMM 3M CO COMMON STOCK USD |
1.51% |
| AVGO BROADCOM INC COMMON |
1.45% |
| HWM HOWMET AEROSPACE INC |
1.44% |
| ETN EATON CORP PLC COMMON |
1.39% |
| LRCX LAM RESEARCH CORP COMMON |
1.38% |
| PM PHILIP MORRIS |
1.37% |
| META META PLATFORMS INC |
1.36% |
| ROST ROSS STORES INC COMMON |
1.35% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.