تداخل محافظ الـ ETF
ما مقدار الاشتراك الفعلي بين صندوقَين؟ التداخل المرجَّح بالوزن، والمراكز المشتركة، وما هو فريد لكل جانب.
أكبر المراكز المشتركة
| ورقة مالية مُحتفَظ بها | UPSD | VOO | الفرق |
|---|
| AAPL Apple Inc |
5.26% | 7.39% |
-2.13% |
| NVDA NVIDIA Corp |
4.92% | 8.40% |
-3.48% |
| MSFT Microsoft Corp |
3.53% | 5.79% |
-2.25% |
| AMZN Amazon.com Inc |
1.87% | 3.72% |
-1.85% |
| MU Micron Technology Inc |
1.81% | 1.83% |
-0.01% |
| GOOGL Alphabet Inc |
1.48% | 3.07% |
-1.59% |
| GOOG Alphabet Inc |
1.47% | 2.46% |
-0.98% |
| LLY Eli Lilly & Co |
1.49% | 1.41% |
+0.09% |
| XOM ExxonMobil Holdings Corp |
1.61% | 1.02% |
+0.59% |
| JNJ Johnson & Johnson |
1.38% | 0.97% |
+0.41% |
| AMD Advanced Micro Devices Inc |
0.82% | 1.52% |
-0.70% |
| AVGO Broadcom Inc |
0.79% | 2.54% |
-1.75% |
| ABBV AbbVie Inc |
1.12% | 0.70% |
+0.41% |
| V isa Inc |
0.69% | 0.91% |
-0.22% |
| MA Mastercard Inc |
0.87% | 0.68% |
+0.19% |
| PLTR Palantir Technologies Inc |
0.88% | 0.65% |
+0.22% |
| COST Costco Wholesale Corp |
0.97% | 0.61% |
+0.36% |
| MRK Merck & Co Inc |
0.68% | 0.54% |
+0.14% |
| PG Procter & Gamble Co/The |
0.81% | 0.51% |
+0.30% |
| KO Coca-Cola Co/The |
1.31% | 0.51% |
+0.80% |
أكبر الفوارق في أوزان المكونات
| ورقة مالية مُحتفَظ بها | UPSD | VOO | Δ |
|---|
| NVDA |
4.92% | 8.40% |
-3.48% |
| MSFT |
3.53% | 5.79% |
-2.25% |
| AAPL |
5.26% | 7.39% |
-2.13% |
| META |
0.49% | 2.43% |
-1.94% |
| AMZN |
1.87% | 3.72% |
-1.85% |
| AVGO |
0.79% | 2.54% |
-1.75% |
| MPC |
1.77% | 0.17% |
+1.60% |
| GOOGL |
1.48% | 3.07% |
-1.59% |
| CAH |
1.65% | 0.08% |
+1.57% |
| DDOG |
1.55% | 0.14% |
+1.41% |
| CBOE |
1.41% | 0.04% |
+1.37% |
| MNST |
1.31% | 0.09% |
+1.22% |
فقط في UPSD
| RPRX Royalty Pharma PLC |
1.49% |
| LNG Cheniere Energy Inc |
1.12% |
| ALNY Alnylam Pharmaceuticals Inc |
0.65% |
فقط في VOO
| TSLA Tesla Inc |
1.52% |
| BRK-B Berkshire Hathaway Inc |
1.41% |
| JPM JPMorgan Chase & Co |
1.34% |
| INTC Intel Corp |
0.91% |
| WMT Walmart Inc |
0.70% |
| CSCO Cisco Systems Inc |
0.64% |
| LRCX Lam Research Corp |
0.62% |
| AMAT Applied Materials Inc |
0.62% |
| CVX Chevron Corp |
0.61% |
| CAT Caterpillar Inc |
0.57% |
| BAC Bank of America Corp |
0.54% |
| UNH UnitedHealth Group Inc |
0.50% |
| GE General Electric Co |
0.49% |
| HD Home Depot Inc/The |
0.43% |
| CRWD Crowdstrike Holdings Inc |
0.41% |
أداة بحث فقط: التداخل أحد مناظير التشابه، وليس حكماً على أي الصندوقين أفضل.