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 | QPFF | PFF | Diferencia |
|---|
| WFC-PL Wells Fargo & Co (conv)… |
3.08% | 2.19% |
+0.89% |
| WFC-PZ Wells Fargo & Co (pfd)… |
0.72% | 0.70% |
+0.02% |
| JPM-PM JPMorgan Chase & Co (pfd)… |
0.74% | 0.63% |
+0.10% |
| T-PC AT&T Inc (pfd) 4.75%… |
1.07% | 0.56% |
+0.50% |
| JPM-PL JPMorgan Chase & Co (pfd)… |
0.54% | 0.64% |
-0.10% |
| JPM-PK JPMorgan Chase & Co (pfd)… |
0.52% | 0.51% |
+0.02% |
| COF-PI Capital One Financial… |
1.31% | 0.50% |
+0.81% |
| MS-PI Morgan Stanley (pfd)… |
0.72% | 0.46% |
+0.26% |
| MS-PK Morgan Stanley (pfd)… |
1.88% | 0.42% |
+1.46% |
| MS-PO Morgan Stanley (pfd)… |
0.96% | 0.41% |
+0.55% |
| T-PA AT&T Inc (pfd) 5.00%… |
0.89% | 0.41% |
+0.49% |
| COF-PJ Capital One Financial… |
1.46% | 0.40% |
+1.06% |
| MTB-PJ M&T Bank Corp (pfd) 7.50%… |
1.50% | 0.38% |
+1.12% |
| BAC-PN Bank of America Corp… |
1.13% | 0.35% |
+0.78% |
| USB-PH US Bancorp (pfd) 5.12%… |
1.88% | 0.35% |
+1.53% |
| JPM-PJ JPMorgan Chase & Co (pfd)… |
0.75% | 0.32% |
+0.43% |
| TFC-PR Truist Financial Corp… |
0.76% | 0.31% |
+0.46% |
| F-PC Ford Motor Co (pfd) 6.00% |
0.68% | 0.30% |
+0.38% |
| MS-PP Morgan Stanley (pfd)… |
0.29% | 0.47% |
-0.18% |
| WFC-PY Wells Fargo & Co (pfd)… |
1.01% | 0.29% |
+0.72% |
Mayores diferencias de ponderación
Solo en QPFF
| NEE-PR NextEra Energy Inc (conv)… |
4.20% |
| APO-PA Apollo Global Management Inc… |
2.40% |
| SCE-PK SCE Trust V (pfd) 5.45%… |
1.27% |
| GTLS-PB Chart Industries Inc (conv)… |
0.83% |
| RZB Reinsurance Group of America… |
0.63% |
| SCE-PJ SCE Trust IV (pfd) 5.38%… |
0.48% |
| NSA-PA National Storage Affiliates… |
0.38% |
Solo en PFF
| GOOGL ALPHABET INC |
4.39% |
| STRC STRATEGY INC |
3.80% |
| BA BOEING CO |
3.58% |
| SMCI SUPER MICRO COMPUTER INC |
2.29% |
| BAC-PL BANK OF AMERICA CORP |
1.43% |
| KKR KKR & CO INC |
1.40% |
| ALB ALBEMARLE CORP |
1.19% |
| C-PN CITIGROUP CAPITAL XIII |
1.12% |
| SOMN SOUTHERN COMPANY (THE) |
0.91% |
| JPM-PC JPMORGAN CHASE & CO |
0.87% |
| JPM-PD JPMORGAN CHASE & CO |
0.74% |
| BTSGU BRIGHTSPRING HEALTH SERVICES… |
0.71% |
| PCG PG&E CORPORATION |
0.66% |
| NEE NEXTERA ENERGY CAPITAL… |
0.66% |
| ARES ARES MANAGEMENT CORP |
0.65% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.