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 | PCOV | JEPI | Verschil |
|---|
| AAPL APPLE INC COMMON STOCK… |
5,45% | 1,98% |
+3,47% |
| MSFT MICROSOFT CORP COMMON… |
4,28% | 1,97% |
+2,31% |
| EOG EOG RESOURCES INC COMMON… |
2,01% | 1,77% |
+0,24% |
| GOOGL ALPHABET INC CL A COMMON… |
2,26% | 1,61% |
+0,66% |
| COST COSTCO WHOLESALE CORP… |
3,30% | 1,57% |
+1,73% |
| AVGO BROADCOM INC COMMON STOCK |
1,99% | 1,52% |
+0,47% |
| ETN EATON CORP PLC COMMON… |
1,69% | 1,22% |
+0,47% |
| LLY ELI LILLY + CO COMMON… |
2,08% | 1,07% |
+1,01% |
| C CITIGROUP INC COMMON… |
2,52% | 0,98% |
+1,54% |
| EQIX EQUINIX INC REIT USD.001 |
1,36% | 0,87% |
+0,49% |
| WMT WALMART INC COMMON STOCK… |
3,12% | 0,85% |
+2,27% |
| SYK STRYKER CORP COMMON STOCK… |
1,75% | 0,65% |
+1,11% |
| UNH UNITEDHEALTH GROUP INC… |
1,24% | 0,62% |
+0,62% |
| MDT MEDTRONIC PLC COMMON… |
1,36% | 0,56% |
+0,80% |
| CMI CUMMINS INC COMMON STOCK… |
1,64% | 0,56% |
+1,09% |
| TMUS T MOBILE US INC COMMON… |
0,88% | 0,52% |
+0,36% |
| DE DEERE + CO COMMON STOCK… |
1,23% | 0,48% |
+0,75% |
| MRK MERCK + CO. INC. COMMON… |
2,49% | 0,37% |
+2,12% |
| UNP UNION PACIFIC CORP COMMON… |
2,43% | 0,31% |
+2,12% |
| TMO THERMO FISHER SCIENTIFIC… |
0,71% | 0,29% |
+0,41% |
Grootste Wegingsverschillen
| Positie | PCOV | JEPI | Δ |
|---|
| AAPL |
5,45% | 1,98% |
+3,47% |
| AXP |
2,59% | 0,27% |
+2,32% |
| MSFT |
4,28% | 1,97% |
+2,31% |
| WMT |
3,12% | 0,85% |
+2,27% |
| MRK |
2,49% | 0,37% |
+2,12% |
| UNP |
2,43% | 0,31% |
+2,12% |
| BKNG |
2,30% | 0,19% |
+2,11% |
| WELL |
2,05% | 0,20% |
+1,85% |
| COST |
3,30% | 1,57% |
+1,73% |
| C |
2,52% | 0,98% |
+1,54% |
| SYK |
1,75% | 0,65% |
+1,11% |
| CMI |
1,64% | 0,56% |
+1,09% |
Alleen in PCOV
| JPM JPMORGAN CHASE + CO COMMON… |
3,99% |
| DHI DR HORTON INC COMMON STOCK… |
3,17% |
| TSM TAIWAN SEMICONDUCTOR SP ADR… |
3,05% |
| MS MORGAN STANLEY COMMON STOCK… |
2,83% |
| SHW SHERWIN WILLIAMS CO/THE… |
2,27% |
| GS GOLDMAN SACHS GROUP INC… |
2,23% |
| BLK BLACKROCK INC COMMON STOCK… |
2,15% |
| TT TRANE TECHNOLOGIES PLC COMMON… |
1,95% |
| HUBB HUBBELL INC COMMON STOCK… |
1,91% |
| NVS NOVARTIS AG SPONSORED ADR ADR |
1,88% |
| VLO VALERO ENERGY CORP COMMON… |
1,88% |
| KKR KKR + CO INC COMMON STOCK… |
1,76% |
| GVMXX STATE STREET INSTITUTIONAL US… |
1,72% |
| MPWR MONOLITHIC POWER SYSTEMS INC… |
1,68% |
| CASY CASEY S GENERAL STORES INC… |
1,67% |
Alleen in JEPI
| MA MASTERCARD INC COMMON |
1,94% |
| V VISA INC COMMON STOCK |
1,85% |
| AMZN AMAZON.COM INC COMMON |
1,81% |
| NEE NEXTERA ENERGY INC |
1,79% |
| MMM 3M CO COMMON STOCK USD |
1,79% |
| ABBV ABBVIE INC COMMON STOCK |
1,76% |
| NVDA NVIDIA CORP COMMON STOCK |
1,76% |
| JNJ JOHNSON & COMMON |
1,75% |
| META META PLATFORMS INC |
1,64% |
| PM PHILIP MORRIS |
1,61% |
| LOW LOWE'S COS INC COMMON |
1,50% |
| MDLZ MONDELEZ INTERNATIONAL |
1,33% |
| ROST ROSS STORES INC COMMON |
1,25% |
| RTX RTX CORP |
1,20% |
| LRCX LAM RESEARCH CORP COMMON |
1,17% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.