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 | RFDA | VIG | Verschil |
|---|
| JPM JPMorgan Chase & Co. |
2.94% | 4.08% |
-1.15% |
| MSFT Microsoft Corp. |
2.75% | 4.69% |
-1.94% |
| JNJ Johnson & Johnson |
3.19% | 2.74% |
+0.45% |
| XOM Exxon Mobil Corp. |
2.10% | 2.86% |
-0.76% |
| AAPL Apple Inc. |
2.07% | 4.52% |
-2.46% |
| MRK Merck & Co. Inc. |
2.30% | 1.56% |
+0.73% |
| UNH UnitedHealth Group Inc. |
2.79% | 1.51% |
+1.27% |
| KO Coca-Cola Co. |
2.57% | 1.47% |
+1.10% |
| WMT Walmart Inc. |
1.47% | 1.97% |
-0.50% |
| CAT Caterpillar Inc. |
1.45% | 1.57% |
-0.13% |
| GS Goldman Sachs Group Inc. |
1.33% | 1.21% |
+0.11% |
| GILD Gilead Sciences Inc. |
1.04% | 0.78% |
+0.27% |
| QCOM QUALCOMM Inc. |
1.09% | 0.77% |
+0.32% |
| UNP Union Pacific Corp. |
1.02% | 0.76% |
+0.25% |
| ADI Analog Devices Inc. |
0.79% | 0.76% |
+0.04% |
| MCD McDonald's Corp. |
0.72% | 0.80% |
-0.08% |
| IBM International Business… |
0.71% | 0.94% |
-0.23% |
| ETN Eaton Corp. PLC |
0.96% | 0.67% |
+0.29% |
| LLY Eli Lilly & Co. |
0.49% | 3.92% |
-3.42% |
| LMT Lockheed Martin Corp. |
1.64% | 0.49% |
+1.15% |
Grootste Wegingsverschillen
| Positie | RFDA | VIG | Δ |
|---|
| LLY |
0.49% | 3.92% |
-3.42% |
| AAPL |
2.07% | 4.52% |
-2.46% |
| PSX |
2.73% | 0.42% |
+2.31% |
| MSFT |
2.75% | 4.69% |
-1.94% |
| UNH |
2.79% | 1.51% |
+1.27% |
| LMT |
1.64% | 0.49% |
+1.15% |
| JPM |
2.94% | 4.08% |
-1.15% |
| KO |
2.57% | 1.47% |
+1.10% |
| LNT |
0.85% | 0.08% |
+0.77% |
| XOM |
2.10% | 2.86% |
-0.76% |
| MRK |
2.30% | 1.56% |
+0.73% |
| NKE |
0.88% | 0.20% |
+0.68% |
Alleen in RFDA
| USD Cash Equivalent |
5.51% |
| NVDA NVIDIA Corp. |
3.42% |
| C Citigroup Inc. |
2.57% |
| COP ConocoPhillips |
2.57% |
| HPE Hewlett Packard Enterprise Co. |
2.49% |
| TSM Taiwan Semiconductor… |
2.01% |
| BMY Bristol-Myers Squibb Co. |
1.83% |
| USB US Bancorp |
1.65% |
| GOOG Alphabet Inc. |
1.60% |
| PM Philip Morris International… |
1.48% |
| WFC Wells Fargo & Co. |
1.42% |
| IVZ Invesco Ltd. |
1.35% |
| BEN Franklin Resources Inc. |
1.34% |
| MYE Myers Industries Inc. |
1.32% |
| MO Altria Group Inc. |
1.28% |
Alleen in VIG
| AVGO Broadcom Inc |
4.36% |
| V Visa Inc |
2.51% |
| MA Mastercard Inc |
2.04% |
| ABBV AbbVie Inc |
1.94% |
| CSCO Cisco Systems Inc |
1.87% |
| COST Costco Wholesale Corp |
1.79% |
| BAC Bank of America Corp |
1.73% |
| LRCX Lam Research Corp |
1.61% |
| PG Procter & Gamble Co/The |
1.45% |
| HD Home Depot Inc/The |
1.40% |
| MS Morgan Stanley |
1.09% |
| ORCL Oracle Corp |
1.08% |
| TXN Texas Instruments Inc |
1.02% |
| AMGN Amgen Inc |
0.99% |
| KLAC KLA Corp |
0.98% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.