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 | WBIE | IVV | Verschil |
|---|
| ABBV AbbVie Inc. |
1.46% | 0.72% |
+0.74% |
| PM Philip Morris… |
1.42% | 0.47% |
+0.95% |
| GS The Goldman Sachs Group… |
1.07% | 0.38% |
+0.69% |
| PG The Procter & Gamble… |
0.36% | 0.52% |
-0.16% |
| AMGN Amgen Inc. |
1.07% | 0.33% |
+0.74% |
| IBM International Business… |
1.45% | 0.32% |
+1.13% |
| VZ Verizon Communications… |
1.18% | 0.29% |
+0.89% |
| GILD Gilead Sciences, Inc. |
1.24% | 0.27% |
+0.97% |
| PFE Pfizer Inc. |
1.21% | 0.24% |
+0.98% |
| ACN Accenture plc |
0.27% | 0.19% |
+0.08% |
| NEM Newmont Corporation |
0.35% | 0.18% |
+0.17% |
| PH Parker-Hannifin… |
0.60% | 0.18% |
+0.42% |
| MO Altria Group, Inc. |
1.21% | 0.18% |
+1.03% |
| SO The Southern Company |
1.14% | 0.15% |
+0.99% |
| EMR Emerson Electric Co. |
0.98% | 0.13% |
+0.84% |
| MSI Motorola Solutions, Inc. |
0.51% | 0.11% |
+0.40% |
| CMI Cummins Inc. |
0.57% | 0.11% |
+0.46% |
| ITW Illinois Tool Works Inc. |
0.79% | 0.10% |
+0.68% |
| HCA HCA Healthcare, Inc. |
1.04% | 0.10% |
+0.95% |
| AON Aon plc |
1.08% | 0.09% |
+0.99% |
Grootste Wegingsverschillen
| Positie | WBIE | IVV | Δ |
|---|
| IP |
1.33% | 0.03% |
+1.30% |
| DOW |
1.24% | 0.03% |
+1.21% |
| PRU |
1.26% | 0.06% |
+1.20% |
| LYB |
1.22% | 0.02% |
+1.19% |
| KHC |
1.22% | 0.03% |
+1.19% |
| BBY |
1.20% | 0.03% |
+1.17% |
| EBAY |
1.23% | 0.07% |
+1.16% |
| IBM |
1.45% | 0.32% |
+1.13% |
| CRH |
1.14% | 0.08% |
+1.06% |
| BR |
1.07% | 0.03% |
+1.05% |
| MO |
1.21% | 0.18% |
+1.03% |
| TSN |
1.03% | 0.02% |
+1.01% |
Alleen in WBIE
| USHY iShares Broad USD High Yield… |
10.04% |
| HYLB Xtrackers USD High Yield… |
9.98% |
| SJNK SPDR Bloomberg Barclays Short… |
5.80% |
| SHYG iShares 0-5 Year High Yield… |
5.75% |
| ANGL VanEck Vectors Fallen Angel… |
5.06% |
| PFF iShares Preferred and Income… |
2.51% |
| EVR Evercore Inc. |
1.23% |
| CCEP Coca-Cola Europacific… |
1.21% |
| FNF Fidelity National Financial… |
1.21% |
| JHG Janus Henderson Group plc |
1.21% |
| OGE OGE Energy Corp. |
1.18% |
| AFG American Financial Group, Inc. |
1.17% |
| FLO Flowers Foods, Inc. |
1.13% |
| IPG The Interpublic Group of… |
1.11% |
| OMF OneMain Holdings, Inc. |
1.07% |
Alleen in IVV
| NVDA NVIDIA |
8.32% |
| AAPL APPLE |
7.41% |
| MSFT MICROSOFT |
5.79% |
| AMZN AMAZON.COM INC |
3.72% |
| GOOGL ALPHABET CLASS A |
3.05% |
| 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% |
| JPM JPMORGAN CHASE & CO |
1.31% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.03% |
Uitsluitend onderzoeksinstrument: overlap is één invalshoek voor gelijkenis, geen oordeel over welk fonds beter is.