ETF持仓重叠分析
两只基金的实际重叠程度如何？涵盖按权重计算的重叠比例、共同持仓及各自独有的持仓。
最大共同持仓
| 持仓 | VFVA | IVV | 差值 |
|---|
| MRK Merck & Co Inc |
0.69% | 0.58% |
+0.11% |
| ABBV AbbVie Inc |
0.54% | 0.71% |
-0.17% |
| UNH UnitedHealth Group Inc |
0.47% | 0.54% |
-0.08% |
| CVX Chevron Corp |
0.42% | 0.57% |
-0.15% |
| WFC Wells Fargo & Co |
0.39% | 0.39% |
-0.01% |
| VZ Verizon Communications Inc |
0.73% | 0.32% |
+0.42% |
| ABT Abbott Laboratories |
0.44% | 0.31% |
+0.14% |
| PEP PepsiCo Inc |
0.30% | 0.29% |
+0.01% |
| DIS Walt Disney Co/The |
0.51% | 0.29% |
+0.21% |
| BRK-B Berkshire Hathaway Inc |
0.29% | 1.40% |
-1.11% |
| T AT&T Inc |
0.63% | 0.27% |
+0.36% |
| C Citigroup Inc |
0.26% | 0.34% |
-0.09% |
| CRM Salesforce Inc |
0.77% | 0.25% |
+0.52% |
| BKNG Booking Holdings Inc |
0.63% | 0.25% |
+0.38% |
| PFE Pfizer Inc |
0.61% | 0.25% |
+0.37% |
| COP ConocoPhillips |
0.47% | 0.24% |
+0.23% |
| UBER Uber Technologies Inc |
0.24% | 0.25% |
-0.01% |
| AMGN Amgen Inc |
0.23% | 0.36% |
-0.13% |
| NEM Newmont Corp |
0.29% | 0.22% |
+0.08% |
| BMY Bristol-Myers Squibb Co |
0.84% | 0.21% |
+0.63% |
最大权重差异
| 持仓 | VFVA | IVV | Δ |
|---|
| AMZN |
0.05% | 3.86% |
-3.81% |
| META |
0.16% | 1.89% |
-1.73% |
| JPM |
0.07% | 1.44% |
-1.37% |
| BRK-B |
0.29% | 1.40% |
-1.11% |
| JNJ |
0.07% | 0.99% |
-0.92% |
| CVS |
0.95% | 0.18% |
+0.77% |
| EOG |
0.84% | 0.12% |
+0.72% |
| CI |
0.80% | 0.11% |
+0.69% |
| GM |
0.77% | 0.12% |
+0.65% |
| BMY |
0.84% | 0.21% |
+0.63% |
| INTU |
0.75% | 0.15% |
+0.60% |
| TFC |
0.68% | 0.09% |
+0.59% |
仅在 VFVA
| ELV Elevance Health Inc |
0.73% |
| CB Chubb Ltd |
0.61% |
| ACN Accenture PLC |
0.54% |
| MDT Medtronic PLC |
0.54% |
| BWA BorgWarner Inc |
0.38% |
| JXN Jackson Financial Inc |
0.34% |
| BDX Becton Dickinson & Co |
0.33% |
| KD Kyndryl Holdings Inc |
0.33% |
| CRH CRH PLC |
0.33% |
| JAZZ Jazz Pharmaceuticals PLC |
0.32% |
| SLB SLB Ltd |
0.32% |
| 7DZ.DE ExxonMobil Holdings Corp |
0.32% |
| COLB Columbia Banking System Inc |
0.32% |
| BFH Bread Financial Holdings Inc |
0.31% |
| LEA Lear Corp |
0.31% |
仅在 IVV
| NVDA NVIDIA |
7.80% |
| AAPL APPLE |
6.88% |
| MSFT MICROSOFT |
5.52% |
| GOOGL ALPHABET CLASS A |
3.07% |
| AVGO BROADCOM INC |
2.55% |
| GOOG ALPHABET CLASS C |
2.45% |
| MU MICRON TECHNOLOGY |
1.59% |
| TSLA TESLA INC |
1.49% |
| LLY ELI LILLY |
1.47% |
| AMD ADVANCED MICRO DEVICES |
1.18% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.01% |
| V VISA CLASS A |
0.96% |
| MA MASTERCARD CLASS A |
0.73% |
| WMT WALMART INC |
0.70% |
| CSCO CISCO SYSTEMS INC |
0.66% |
仅供研究参考——持仓重叠是衡量相似度的视角之一，并非判断哪只基金更优。