Solapamiento de posiciones entre ETFs
¿Cuánto comparten realmente dos fondos? Solapamiento ponderado, posiciones compartidas y lo que es exclusivo de cada uno.
Posiciones compartidas más grandes
| Posición | TCAL | JEPI | Diferencia |
|---|
| AVGO BROADCOM INC COMMON STOCK |
1.17% | 1.53% |
-0.36% |
| YUM YUM BRANDS INC COMMON… |
0.91% | 0.96% |
-0.05% |
| SYK STRYKER CORP COMMON STOCK… |
1.01% | 0.91% |
+0.10% |
| ETR ENTERGY CORP COMMON STOCK… |
0.88% | 0.95% |
-0.07% |
| JNJ JOHNSON + JOHNSON COMMON… |
0.87% | 1.80% |
-0.93% |
| AON AON PLC CLASS A COMMON… |
1.18% | 0.83% |
+0.35% |
| AJG ARTHUR J GALLAGHER + CO… |
1.13% | 0.80% |
+0.33% |
| CB CHUBB LTD COMMON STOCK |
0.93% | 0.72% |
+0.21% |
| SO SOUTHERN CO/THE COMMON… |
0.68% | 0.70% |
-0.02% |
| DASH DOORDASH INC A COMMON… |
0.95% | 0.66% |
+0.29% |
| MCK MCKESSON CORP COMMON… |
0.60% | 0.78% |
-0.18% |
| PM PHILIP MORRIS… |
0.59% | 1.39% |
-0.79% |
| MDLZ MONDELEZ INTERNATIONAL… |
0.56% | 1.30% |
-0.74% |
| PG PROCTER + GAMBLE CO/THE… |
0.80% | 0.56% |
+0.25% |
| BMY BRISTOL MYERS SQUIBB CO… |
0.54% | 0.85% |
-0.31% |
| MDT MEDTRONIC PLC COMMON… |
0.75% | 0.53% |
+0.21% |
| PGR PROGRESSIVE CORP COMMON… |
0.48% | 0.88% |
-0.39% |
| SPGI S+P GLOBAL INC COMMON… |
1.26% | 0.46% |
+0.81% |
| MRK MERCK + CO. INC. COMMON… |
0.43% | 0.55% |
-0.12% |
| CHD CHURCH + DWIGHT CO INC… |
0.86% | 0.43% |
+0.43% |
Mayores diferencias de ponderación
| Posición | TCAL | JEPI | Δ |
|---|
| LIN |
1.47% | 0.07% |
+1.40% |
| JNJ |
0.87% | 1.80% |
-0.93% |
| SPGI |
1.26% | 0.46% |
+0.81% |
| PM |
0.59% | 1.39% |
-0.79% |
| MDLZ |
0.56% | 1.30% |
-0.74% |
| GD |
0.82% | 0.23% |
+0.60% |
| KDP |
0.93% | 0.36% |
+0.56% |
| CHD |
0.86% | 0.43% |
+0.43% |
| CMS |
0.50% | 0.11% |
+0.40% |
| PGR |
0.48% | 0.88% |
-0.39% |
| AVGO |
1.17% | 1.53% |
-0.36% |
| AON |
1.18% | 0.83% |
+0.35% |
Solo en TCAL
| WAT WATERS CORP COMMON STOCK… |
2.10% |
| DHR DANAHER CORP COMMON STOCK… |
1.90% |
| VLTO VERALTO CORP COMMON STOCK… |
1.88% |
| MA.BA MASTERCARD INC A COMMON… |
1.84% |
| TMO.NE THERMO FISHER SCIENTIFIC INC… |
1.83% |
| MSFT.NE MICROSOFT CORP COMMON STOCK… |
1.81% |
| LMT.BA LOCKHEED MARTIN CORP COMMON… |
1.74% |
| WCN.TO WASTE CONNECTIONS INC COMMON… |
1.72% |
| AMZN.NE AMAZON.COM INC COMMON STOCK… |
1.65% |
| NOC NORTHROP GRUMMAN CORP COMMON… |
1.65% |
| ABT ABBOTT LABORATORIES COMMON… |
1.64% |
| MSI MOTOROLA SOLUTIONS INC COMMON… |
1.61% |
| MCD.BA MCDONALD S CORP COMMON STOCK… |
1.60% |
| IEX IDEX CORP COMMON STOCK USD.01 |
1.54% |
| SCI SERVICE CORP INTERNATIONAL… |
1.50% |
Solo en JEPI
| MSFT MICROSOFT CORP COMMON |
1.90% |
| AMZN AMAZON.COM INC COMMON |
1.89% |
| MA MASTERCARD INC COMMON |
1.84% |
| NVDA NVIDIA CORP COMMON STOCK |
1.76% |
| AAPL APPLE INC COMMON STOCK |
1.75% |
| GOOGL ALPHABET INC-CL A - |
1.72% |
| ABBV ABBVIE INC COMMON STOCK |
1.68% |
| NEE NEXTERA ENERGY INC |
1.65% |
| EOG EOG RESOURCES INC COMMON |
1.58% |
| META META PLATFORMS INC |
1.56% |
| MMM 3M CO COMMON STOCK USD |
1.53% |
| V VISA INC COMMON STOCK |
1.52% |
| LOW LOWE'S COS INC COMMON |
1.50% |
| LRCX LAM RESEARCH CORP COMMON |
1.44% |
| HWM HOWMET AEROSPACE INC |
1.44% |
Solo como herramienta de análisis — el solapamiento es una perspectiva sobre la similitud, no un juicio sobre qué fondo es mejor.