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 | QSY | VIG | الفرق |
|---|
| CSCO Cisco Systems Inc |
1.86% | 1.87% |
0.00% |
| MRK Merck & Co Inc/NJ |
1.48% | 1.56% |
-0.08% |
| MS Morgan Stanley |
1.31% | 1.09% |
+0.21% |
| UNH UnitedHealth Group Inc |
0.96% | 1.51% |
-0.56% |
| XOM Exxonmobil Holdings Corp |
0.93% | 2.86% |
-1.93% |
| QCOM Qualcomm Inc |
1.04% | 0.77% |
+0.27% |
| GS Goldman Sachs Group Inc |
0.64% | 1.21% |
-0.57% |
| PG Procter & Gamble Co/The |
0.62% | 1.45% |
-0.83% |
| BAC Bank of America Corp |
0.60% | 1.73% |
-1.13% |
| PSX Phillips 66 |
0.79% | 0.42% |
+0.36% |
| TRV Travelers Cos Inc/The |
0.76% | 0.33% |
+0.43% |
| ITW Illinois Tool Works Inc |
0.62% | 0.31% |
+0.31% |
| HON Honeywell International… |
0.40% | 0.29% |
+0.11% |
| IBM International Business… |
0.28% | 0.94% |
-0.66% |
| AMP Ameriprise Financial Inc |
0.69% | 0.21% |
+0.47% |
| NKE Nike Inc |
0.56% | 0.20% |
+0.36% |
| MSCI MSCI Inc |
0.43% | 0.18% |
+0.25% |
| SYY Sysco Corp |
0.33% | 0.17% |
+0.16% |
| DHI DR Horton Inc |
0.32% | 0.16% |
+0.16% |
| HIG Hartford Financial… |
0.49% | 0.16% |
+0.33% |
أكبر الفوارق في أوزان المكونات
| ورقة مالية مُحتفَظ بها | QSY | VIG | Δ |
|---|
| XOM |
0.93% | 2.86% |
-1.93% |
| BAC |
0.60% | 1.73% |
-1.13% |
| R |
1.07% | 0.04% |
+1.03% |
| PG |
0.62% | 1.45% |
-0.83% |
| IBM |
0.28% | 0.94% |
-0.66% |
| JBHT |
0.70% | 0.08% |
+0.61% |
| LAD |
0.64% | 0.04% |
+0.60% |
| KR |
0.68% | 0.10% |
+0.59% |
| GS |
0.64% | 1.21% |
-0.57% |
| UNH |
0.96% | 1.51% |
-0.56% |
| RNR |
0.62% | 0.06% |
+0.56% |
| STZ |
0.59% | 0.08% |
+0.52% |
فقط في QSY
| NVDA Nvidia Corp |
3.41% |
| CRM Salesforce Inc |
2.41% |
| TGT Target Corp |
1.89% |
| ZM Zoom Video Communications-A |
1.86% |
| C Citigroup Inc |
1.73% |
| DINO HF Sinclair Corp |
1.41% |
| LUV Southwest Airlines Co |
1.40% |
| VTRS Viatris Inc |
1.39% |
| SWKS Skyworks Solutions Inc |
1.36% |
| NFLX NetFlix Inc |
1.36% |
| TMO Thermo Fisher Scientific Inc |
1.34% |
| META Meta PlatformsInc. Cl A |
1.32% |
| ADBE Adobe Inc |
1.30% |
| NEM Newmont Mining Corp |
1.29% |
| BALL Ball Corp |
1.28% |
فقط في VIG
| MSFT Microsoft Corp |
4.69% |
| AAPL Apple Inc |
4.52% |
| AVGO Broadcom Inc |
4.36% |
| JPM JPMorgan Chase & Co |
4.08% |
| LLY Eli Lilly & Co |
3.92% |
| JNJ Johnson & Johnson |
2.74% |
| V Visa Inc |
2.51% |
| MA Mastercard Inc |
2.04% |
| WMT Walmart Inc |
1.97% |
| ABBV AbbVie Inc |
1.94% |
| COST Costco Wholesale Corp |
1.79% |
| LRCX Lam Research Corp |
1.61% |
| CAT Caterpillar Inc |
1.57% |
| KO Coca-Cola Co/The |
1.47% |
| HD Home Depot Inc/The |
1.40% |
أداة بحث فقط: التداخل أحد مناظير التشابه، وليس حكماً على أي الصندوقين أفضل.