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 | RPV | VOO | Verschil |
|---|
| UNH UnitedHealth Group Inc |
0.63% | 0.58% |
+0.04% |
| CVX Chevron Corp |
0.58% | 0.57% |
+0.01% |
| XOM ExxonMobil Holdings Corp |
0.47% | 1.00% |
-0.53% |
| BAC Bank of America Corp |
0.39% | 0.63% |
-0.24% |
| C Citigroup Inc |
0.87% | 0.34% |
+0.54% |
| VZ Verizon Communications Inc |
0.66% | 0.30% |
+0.35% |
| DIS Walt Disney Co/The |
0.35% | 0.26% |
+0.09% |
| T AT&T Inc |
0.48% | 0.25% |
+0.23% |
| COP ConocoPhillips |
0.53% | 0.23% |
+0.30% |
| PFE Pfizer Inc |
0.39% | 0.22% |
+0.17% |
| CVS CVS Health Corp |
1.80% | 0.21% |
+1.59% |
| COF Capital One Financial Corp |
0.32% | 0.20% |
+0.11% |
| CB Chubb Ltd |
0.44% | 0.20% |
+0.25% |
| MCK McKesson Corp |
1.00% | 0.16% |
+0.84% |
| PNC PNC Financial Services… |
0.45% | 0.16% |
+0.29% |
| USB US Bancorp |
0.51% | 0.15% |
+0.36% |
| VLO Valero Energy Corp |
1.75% | 0.14% |
+1.60% |
| MPC Marathon Petroleum Corp |
1.56% | 0.14% |
+1.42% |
| CMCSA Comcast Corp |
1.08% | 0.13% |
+0.95% |
| PSX Phillips 66 |
1.75% | 0.13% |
+1.62% |
Grootste Wegingsverschillen
| Positie | RPV | VOO | Δ |
|---|
| CNC |
2.58% | 0.05% |
+2.54% |
| HUM |
2.26% | 0.07% |
+2.20% |
| BG |
2.15% | 0.02% |
+2.13% |
| ADM |
2.14% | 0.06% |
+2.08% |
| TGT |
1.95% | 0.10% |
+1.84% |
| DOW |
1.83% | 0.03% |
+1.80% |
| F |
1.88% | 0.09% |
+1.79% |
| HPE |
1.81% | 0.10% |
+1.71% |
| MOS |
1.67% | 0.01% |
+1.66% |
| GM |
1.78% | 0.12% |
+1.65% |
| PSX |
1.75% | 0.13% |
+1.62% |
| SW |
1.65% | 0.04% |
+1.61% |
Alleen in RPV
| ANTM Elevance Health Inc |
1.52% |
| RE Everest Group Ltd |
1.49% |
| SQ Block Inc |
0.47% |
| FI Fiserv Inc |
0.46% |
| BLL Ball Corp |
0.46% |
| AGPXX Invesco Government & Agency… |
0.24% |
Alleen in VOO
| NVDA NVIDIA Corp |
7.55% |
| AAPL Apple Inc |
7.05% |
| MSFT Microsoft Corp |
5.36% |
| AMZN Amazon.com Inc |
4.13% |
| GOOGL Alphabet Inc |
3.24% |
| AVGO Broadcom Inc |
2.86% |
| GOOG Alphabet Inc |
2.62% |
| META Meta Platforms Inc |
1.90% |
| JPM JPMorgan Chase & Co |
1.46% |
| BRK-B Berkshire Hathaway Inc |
1.46% |
| MU Micron Technology Inc |
1.44% |
| LLY Eli Lilly & Co |
1.41% |
| TSLA Tesla Inc |
1.36% |
| AMD Advanced Micro Devices Inc |
1.21% |
| JNJ Johnson & Johnson |
0.96% |
Uitsluitend een onderzoeksinstrument — overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.