主動神隊友
07/02

比較分析

mock-similarity-v1

比較兩檔 ETF 的共同持股、差異持股與相似度矩陣。

Composite
16%
Jaccard
15%
Cosine
25%
Weight Similarity
10%

共同持股 (12)

股票左側權重右側權重差異
NVDA US NVIDIA Corp7.80%2.56%+5.24pp
SHOP US Shopify Inc0.67%3.41%-2.74pp
TSM US Taiwan Semiconductor Manufacturing Co Ltd1.59%4.24%-2.65pp
TER US Teradyne Inc0.77%3.37%-2.60pp
META US Meta Platforms Inc2.54%0.20%+2.34pp
GOOG US Alphabet Inc3.30%1.09%+2.21pp
GOOGL US Alphabet Inc3.54%1.46%+2.08pp
AMZN US Amazon.com Inc4.43%2.63%+1.80pp
AVGO US Broadcom Inc2.37%0.72%+1.65pp
AMD US Advanced Micro Devices Inc5.41%6.77%-1.36pp
PLTR US Palantir Technologies Inc1.16%0.48%+0.68pp
SNOW US Snowflake Inc0.64%0.33%+0.31pp

只在 00402A

只在 00983A

Similarity Matrix