Analizador de Superposición de ETF
Key Financial Terms
Understand the essential concepts behind this calculator
Correlation
A value between -1 and +1 that shows how two investments move together—lower correlation improves diversification.
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Diversification
Spreading investments across different asset classes to reduce risk—the 'don't put all your eggs in one basket' principle.
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ETF (Exchange-Traded Fund)
A basket of stocks or bonds that trades like a single stock, offering instant diversification with low fees.
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ETF Overlap
When multiple ETFs or funds in your portfolio hold the same stocks, creating unintended concentration risk.
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Preguntas Frecuentes
Preguntas comunes sobre Analizador de Superposición de ETF
La Calculadora de Superposición de ETF te ayuda a ver cuánto comparten las mismas inversiones tus fondos cotizados en bolsa (ETF). Esto puede ayudarte a evitar concentrar demasiado dinero en acciones similares.
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Sources & References
Common ETF Overlaps
Popular large-cap funds show significant overlap: VOO and VTI share 82% of holdings by weight, while QQQ and VGT share 65%+ holdings.
Diversification Benefits
Academic research shows that portfolios with low fund correlation (under 0.7) and minimal overlap achieve better risk-adjusted returns than concentrated portfolios.