ETF 보유 종목 중복 분석
두 펀드가 실제로 얼마나 겹치는지 — 비중 기반 중복도, 공통 보유 종목, 각 펀드의 고유 종목.
최대 공통 보유 종목
| 보유 종목 | TGRW | IWF | 차이 |
| NVDA NVIDIA |
14.44% | 15.01% |
-0.57% |
| GOOGL Alphabet Class A |
12.42% | 6.11% |
+6.31% |
| AAPL Apple |
6.10% | 7.33% |
-1.24% |
| AVGO Broadcom |
5.97% | 5.01% |
+0.96% |
| MSFT Microsoft |
4.27% | 5.52% |
-1.25% |
| MU Micron Technology |
4.06% | 3.18% |
+0.88% |
| META Meta Platforms |
3.29% | 3.10% |
+0.19% |
| LLY Eli Lilly |
3.55% | 2.98% |
+0.57% |
| TSLA Tesla |
2.93% | 3.09% |
-0.16% |
| AMD Advanced Micro Devices |
4.08% | 2.35% |
+1.72% |
| V Visa |
2.28% | 1.92% |
+0.37% |
| MA MasterCard |
1.77% | 1.46% |
+0.31% |
| LRCX Lam Research |
2.36% | 1.19% |
+1.17% |
| AMAT Applied Materials |
2.04% | 1.15% |
+0.89% |
| CAT Caterpillar |
1.44% | 1.11% |
+0.32% |
| GE GE |
2.08% | 1.09% |
+0.99% |
| NFLX Netflix |
1.21% | 1.04% |
+0.17% |
| GEV GE Vernova |
0.86% | 0.75% |
+0.10% |
| AMZN Amazon.com |
1.40% | 0.64% |
+0.76% |
| APH Amphenol |
1.09% | 0.59% |
+0.50% |
비중 차이가 큰 항목
| 보유 종목 | TGRW | IWF | Δ |
| GOOGL |
12.42% | 6.11% |
+6.31% |
| AMD |
4.08% | 2.35% |
+1.72% |
| MSFT |
4.27% | 5.52% |
-1.25% |
| AAPL |
6.10% | 7.33% |
-1.24% |
| LRCX |
2.36% | 1.19% |
+1.17% |
| GE |
2.08% | 1.09% |
+0.99% |
| AVGO |
5.97% | 5.01% |
+0.96% |
| AMAT |
2.04% | 1.15% |
+0.89% |
| MU |
4.06% | 3.18% |
+0.88% |
| AMZN |
1.40% | 0.64% |
+0.76% |
| ISRG |
1.06% | 0.40% |
+0.66% |
| CVNA |
0.78% | 0.16% |
+0.63% |
전용 TGRW
| TSM Taiwan Semiconductor… |
1.08% |
| ASML ASML Holding |
0.92% |
| SPOT Spotify Technology |
0.66% |
| WELL Welltower |
0.60% |
| LIN Linde |
0.59% |
| SHOP Shopify |
0.56% |
| MS Morgan Stanley |
0.55% |
| CB Chubb |
0.51% |
| SYK Stryker |
0.50% |
| TDY Teledyne Technologies |
0.47% |
| ARGNF Argenx |
0.44% |
| UNH UnitedHealth Group |
0.39% |
| SE Sea |
0.36% |
| MELI MercadoLibre |
0.34% |
| DHR Danaher |
0.32% |
전용 IWF
| GOOG ALPHABET CLASS C |
4.93% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
1.16% |
| PANW PALO ALTO NETWORKS |
0.83% |
| HD HOME DEPOT |
0.75% |
| KLAC KLA |
0.72% |
| TXN TEXAS INSTRUMENT INC |
0.71% |
| SNDK SANDISK |
0.65% |
| MRVL MARVELL TECHNOLOGY |
0.63% |
| AMGN AMGEN INC |
0.51% |
| WDC WESTERN DIGITAL CORP |
0.46% |
| GLW CORNING |
0.35% |
| LMT LOCKHEED MARTIN CORP |
0.34% |
| MCK MCKESSON CORP |
0.31% |
| TT TRANE TECHNOLOGIES PLC |
0.30% |
| FTNT FORTINET |
0.28% |
리서치 도구 전용 — 편입 종목 중복은 유사성을 파악하는 하나의 기준일 뿐, 어떤 펀드가 더 우수한지를 판단하는 것이 아닙니다.