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 | UDOW | IVV | Verschil |
|---|
| MSFT MICROSOFT CORP |
3.63% | 5.79% |
-2.16% |
| GOOGL ALPHABET INC-CL A |
2.39% | 3.05% |
-0.66% |
| AAPL APPLE INC |
2.28% | 7.41% |
-5.13% |
| AMZN AMAZON.COM INC |
1.78% | 3.72% |
-1.94% |
| NVDA NVIDIA CORP |
1.56% | 8.32% |
-6.77% |
| JPM JPMORGAN CHASE & CO |
2.26% | 1.31% |
+0.94% |
| V VISA INC-CLASS A SHARES |
2.62% | 0.95% |
+1.66% |
| JNJ JOHNSON & JOHNSON |
1.77% | 0.92% |
+0.85% |
| WMT WALMART INC |
0.76% | 0.74% |
+0.02% |
| CSCO CISCO SYSTEMS INC |
0.80% | 0.68% |
+0.13% |
| CVX CHEVRON CORP |
1.44% | 0.62% |
+0.81% |
| CAT CATERPILLAR INC |
5.43% | 0.55% |
+4.89% |
| MRK MERCK & CO. INC. |
0.99% | 0.52% |
+0.46% |
| PG PROCTER & GAMBLE CO/THE |
1.03% | 0.52% |
+0.50% |
| KO COCA-COLA CO/THE |
0.60% | 0.51% |
+0.09% |
| UNH UNITEDHEALTH GROUP INC |
2.57% | 0.50% |
+2.08% |
| HD HOME DEPOT INC |
1.97% | 0.44% |
+1.53% |
| GS GOLDMAN SACHS GROUP INC |
6.07% | 0.38% |
+5.69% |
| AMGN AMGEN INC |
2.81% | 0.33% |
+2.49% |
| IBM INTL BUSINESS MACHINES… |
1.54% | 0.32% |
+1.22% |
Grootste Wegingsverschillen
| Positie | UDOW | IVV | Δ |
|---|
| NVDA |
1.56% | 8.32% |
-6.77% |
| GS |
6.07% | 0.38% |
+5.69% |
| AAPL |
2.28% | 7.41% |
-5.13% |
| CAT |
5.43% | 0.55% |
+4.89% |
| AMGN |
2.81% | 0.33% |
+2.49% |
| TRV |
2.50% | 0.12% |
+2.39% |
| MSFT |
3.63% | 5.79% |
-2.16% |
| UNH |
2.57% | 0.50% |
+2.08% |
| SHW |
2.17% | 0.11% |
+2.06% |
| AMZN |
1.78% | 3.72% |
-1.94% |
| AXP |
2.09% | 0.24% |
+1.85% |
| V |
2.62% | 0.95% |
+1.66% |
Alleen in UDOW
| IQMM PROSHARES GENIUS MNY MKT ETF |
24.13% |
Alleen in IVV
| AVGO BROADCOM INC |
2.56% |
| GOOG ALPHABET CLASS C |
2.45% |
| META META PLATFORMS CLASS A |
2.37% |
| MU MICRON TECHNOLOGY |
1.75% |
| TSLA TESLA INC |
1.58% |
| AMD ADVANCED MICRO DEVICES |
1.51% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B |
1.42% |
| LLY ELI LILLY |
1.40% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.03% |
| INTC INTEL CORPORATION |
0.79% |
| ABBV ABBVIE |
0.72% |
| MA MASTERCARD CLASS A |
0.69% |
| PLTR PALANTIR TECHNOLOGIES CLASS A |
0.68% |
| COST COSTCO WHOLESALE CORP |
0.63% |
| AMAT APPLIED MATERIAL INC |
0.60% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.