Analyseur de chevauchement d'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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Questions Fréquentes
Questions courantes sur Analyseur de chevauchement d'ETF
Le calculateur de chevauchement d’ETF vous aide à mesurer dans quelle mesure vos fonds négociés en bourse (ETF) détiennent les mêmes investissements. Cela peut vous aider à éviter de concentrer trop de capital dans des actions similaires.
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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.