ETF持仓重叠分析
两只基金的实际重叠程度如何？涵盖按权重计算的重叠比例、共同持仓及各自独有的持仓。
最大共同持仓
| 持仓 | SCHD | IVV | 差值 |
|---|
| MRK MERCK & CO INC |
5.02% | 0.58% |
+4.43% |
| CVX CHEVRON |
3.88% | 0.57% |
+3.31% |
| UNH UNITEDHEALTH GROUP INC |
3.87% | 0.54% |
+3.33% |
| KO COCA-COLA |
4.28% | 0.54% |
+3.74% |
| PG PROCTER & GAMBLE |
3.82% | 0.51% |
+3.30% |
| HD HOME DEPOT |
3.97% | 0.51% |
+3.46% |
| AMGN AMGEN INC |
4.81% | 0.36% |
+4.45% |
| TXN TEXAS INSTRUMENT INC |
3.10% | 0.36% |
+2.74% |
| VZ VERIZON COMMUNICATIONS INC |
3.96% | 0.32% |
+3.65% |
| ABT ABBOTT LABORATORIES |
4.90% | 0.31% |
+4.60% |
| PEP PEPSICO |
3.67% | 0.29% |
+3.38% |
| QCOM QUALCOMM |
2.36% | 0.26% |
+2.11% |
| COP CONOCOPHILLIPS |
3.89% | 0.24% |
+3.65% |
| BMY BRISTOL MYERS SQUIBB |
3.36% | 0.21% |
+3.15% |
| MO ALTRIA GROUP INC |
2.76% | 0.17% |
+2.58% |
| ADP AUTOMATIC DATA PROCESSING… |
2.74% | 0.17% |
+2.57% |
| LMT LOCKHEED MARTIN CORP |
2.74% | 0.17% |
+2.57% |
| BX BLACKSTONE |
2.58% | 0.16% |
+2.42% |
| CMCSA COMCAST CLASS A |
2.34% | 0.15% |
+2.19% |
| UPS UNITED PARCEL SERVICE INC… |
1.90% | 0.12% |
+1.78% |
最大权重差异
| 持仓 | SCHD | IVV | Δ |
|---|
| ABT |
4.90% | 0.31% |
+4.60% |
| AMGN |
4.81% | 0.36% |
+4.45% |
| MRK |
5.02% | 0.58% |
+4.43% |
| KO |
4.28% | 0.54% |
+3.74% |
| COP |
3.89% | 0.24% |
+3.65% |
| VZ |
3.96% | 0.32% |
+3.65% |
| HD |
3.97% | 0.51% |
+3.46% |
| PEP |
3.67% | 0.29% |
+3.38% |
| UNH |
3.87% | 0.54% |
+3.33% |
| CVX |
3.88% | 0.57% |
+3.31% |
| PG |
3.82% | 0.51% |
+3.30% |
| BMY |
3.36% | 0.21% |
+3.15% |
仅在 SCHD
| ACN ACCENTURE PLC CLASS A |
2.78% |
| SLB SLB |
1.93% |
| EWBC EAST WEST BANCORP |
0.43% |
| DINO HF SINCLAIR |
0.35% |
| FNF FIDELITY NATIONAL FINANCIAL… |
0.29% |
| WSO WATSCO |
0.26% |
| AFG AMERICAN FINANCIAL GROUP |
0.24% |
| ORI OLD REPUBLIC INTERNATIONAL |
0.23% |
| BAH BOOZ ALLEN HAMILTON HOLDING… |
0.22% |
| COLB COLUMBIA BANKING SYSTEM INC |
0.21% |
| ALV AUTOLIV |
0.21% |
| M MACYS INC |
0.14% |
| NXST NEXSTAR MEDIA GROUP INC |
0.13% |
| MSM MSC INDUSTRIAL CLASS A |
0.13% |
| MTN VAIL RESORTS |
0.13% |
仅在 IVV
| NVDA NVIDIA |
7.80% |
| AAPL APPLE |
6.88% |
| MSFT MICROSOFT |
5.52% |
| AMZN AMAZON.COM INC |
3.86% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| META META PLATFORMS CLASS A |
1.89% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| JPM JPMORGAN CHASE & CO |
1.44% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.40% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.01% |
仅供研究参考——持仓重叠是衡量相似度的视角之一，并非判断哪只基金更优。