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 | SCLZ | JEPI | Verschil |
|---|
| MSFT MICROSOFT CORP |
7,39% | 2,00% |
+5,39% |
| AAPL APPLE INC |
6,69% | 1,96% |
+4,73% |
| V VISA INC-CLASS A |
2,57% | 1,93% |
+0,64% |
| MA MASTERCARD INC-A |
1,92% | 2,04% |
-0,12% |
| AMZN AMAZON.COM INC |
3,67% | 1,91% |
+1,76% |
| JNJ JOHNSON&JOHNSON |
2,21% | 1,83% |
+0,38% |
| NVDA NVIDIA CORP |
5,62% | 1,73% |
+3,89% |
| ABBV ABBVIE INC |
1,71% | 1,77% |
-0,06% |
| META META PLATFORMS-A |
3,65% | 1,66% |
+1,99% |
| AVGO BROADCOM INC |
2,79% | 1,65% |
+1,14% |
| GOOGL ALPHABET INC-A |
1,58% | 1,73% |
-0,15% |
| RTX RTX CORP |
1,37% | 1,19% |
+0,18% |
| COST COSTCO WHOLESALE |
1,17% | 1,81% |
-0,64% |
| LRCX LAM RESEARCH |
1,23% | 1,16% |
+0,07% |
| LLY ELI LILLY & CO |
3,36% | 1,15% |
+2,21% |
| WMT WALMART INC |
1,38% | 0,85% |
+0,53% |
| AMD ADV MICRO DEVICE |
2,51% | 0,84% |
+1,66% |
| PM PHILIP MORRIS IN |
0,78% | 1,66% |
-0,89% |
| MU MICRON TECH |
2,14% | 0,76% |
+1,39% |
| UNH UNITEDHEALTH GRP |
1,33% | 0,70% |
+0,63% |
Grootste Wegingsverschillen
| Positie | SCLZ | JEPI | Δ |
|---|
| MSFT |
7,39% | 2,00% |
+5,39% |
| AAPL |
6,69% | 1,96% |
+4,73% |
| NVDA |
5,62% | 1,73% |
+3,89% |
| BRK-B |
3,47% | 0,25% |
+3,21% |
| LLY |
3,36% | 1,15% |
+2,21% |
| TSLA |
2,54% | 0,42% |
+2,12% |
| META |
3,65% | 1,66% |
+1,99% |
| AMZN |
3,67% | 1,91% |
+1,76% |
| AMD |
2,51% | 0,84% |
+1,66% |
| MU |
2,14% | 0,76% |
+1,39% |
| XOM |
1,73% | 0,44% |
+1,29% |
| AVGO |
2,79% | 1,65% |
+1,14% |
Alleen in SCLZ
| JPM JPMORGAN CHASE |
3,29% |
| CSCO CISCO SYSTEMS |
1,82% |
| GE GE AEROSPACE COMPANY |
1,75% |
| GOOG ALPHABET INC-C |
1,40% |
| CAT CATERPILLAR INC |
1,40% |
| CVX CHEVRON CORP |
1,26% |
| GEV GE VERNOVA INC |
1,12% |
| WFC WELLS FARGO & CO |
0,94% |
| GS GOLDMAN SACHS GP |
0,93% |
| HD HOME DEPOT INC |
0,90% |
| AMGN AMGEN INC |
0,83% |
| TTWO TAKE-TWO INTERAC |
0,79% |
| LIN LINDE PLC |
0,75% |
| DUK DUKE ENERGY CORP |
0,69% |
| UBER UBER TECHNOLOGIE |
0,68% |
Alleen in JEPI
| MMM 3M CO COMMON STOCK USD |
1,92% |
| NEE NEXTERA ENERGY INC COMMON |
1,91% |
| EOG EOG RESOURCES INC COMMON |
1,61% |
| MDLZ MONDELEZ INTERNATIONAL |
1,38% |
| ROST ROSS STORES INC COMMON |
1,26% |
| HWM HOWMET AEROSPACE INC |
1,22% |
| REGN REGENERON PHARMACEUTICALS |
1,06% |
| PEP PEPSICO INC COMMON STOCK |
1,04% |
| PGR PROGRESSIVE CORP/THE |
1,01% |
| ETR ENTERGY CORP COMMON STOCK |
1,00% |
| C CITIGROUP INC COMMON |
0,97% |
| SO THE SOUTHERN COMPANY |
0,95% |
| CMG CHIPOTLE MEXICAN GRILL |
0,91% |
| SRE SEMPRA COMMON STOCK USD 0 |
0,89% |
| VRTX VERTEX PHARMACEUTICALS |
0,86% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.