Пересечение holdings ETF
Насколько два фонда реально совпадают? Взвешенное пересечение, общие позиции и уникальные составляющие каждого.
Крупнейшие общие позиции
| Позиция | ZECP | IVV | Разница |
|---|---|---|---|
| AAPL APPLE INC | 7.64% | 6.88% | +0.76% |
| MSFT MICROSOFT CORP | 7.18% | 5.52% | +1.66% |
| GOOGL ALPHABET INC-A | 7.28% | 3.07% | +4.20% |
| LLY ELI LILLY & CO | 2.92% | 1.47% | +1.45% |
| JPM JPMORGAN CHASE | 3.39% | 1.44% | +1.95% |
| JNJ JOHNSON&JOHNSON | 1.88% | 0.99% | +0.88% |
| WMT WALMART INC | 2.50% | 0.70% | +1.80% |
| CSCO CISCO SYSTEMS | 1.84% | 0.66% | +1.18% |
| MRK MERCK & CO | 1.35% | 0.58% | +0.77% |
| AMAT APPLIED MATERIAL | 2.24% | 0.58% | +1.67% |
| CAT CATERPILLAR INC | 3.91% | 0.56% | +3.34% |
| UNH UNITEDHEALTH GRP | 1.29% | 0.54% | +0.75% |
| NFLX NETFLIX INC | 1.11% | 0.52% | +0.59% |
| PG PROCTER & GAMBLE | 1.85% | 0.51% | +1.34% |
| HD HOME DEPOT INC | 1.72% | 0.51% | +1.21% |
| RTX RTX CORP | 1.97% | 0.43% | +1.54% |
| ORCL ORACLE CORP | 0.93% | 0.37% | +0.56% |
| AMGN AMGEN INC | 1.49% | 0.36% | +1.13% |
| TMO THERMO FISHER | 0.99% | 0.35% | +0.64% |
| IBM IBM | 0.75% | 0.33% | +0.42% |
Наибольшие расхождения в весах
Только в ZECP
Только в IVV
| NVDA NVIDIA | 7.80% |
| AMZN AMAZON.COM INC | 3.86% |
| AVGO BROADCOM INC | 2.55% |
| GOOG ALPHABET CLASS C | 2.45% |
| META META PLATFORMS CLASS A | 1.89% |
| MU MICRON TECHNOLOGY | 1.59% |
| TSLA TESLA INC | 1.49% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS B | 1.40% |
| AMD ADVANCED MICRO DEVICES | 1.18% |
| XOM EXXONMOBIL HOLDINGS CORP | 1.01% |
| V VISA CLASS A | 0.96% |
| MA MASTERCARD CLASS A | 0.73% |
| ABBV ABBVIE | 0.71% |
| INTC INTEL CORPORATION | 0.65% |
| COST COSTCO WHOLESALE CORP | 0.64% |
Только исследовательский инструмент — пересечение позиций является одним из критериев сходства, а не оценкой того, какой фонд лучше.