Post History
#2: Post edited
by
Chgg Clou
·
2022-01-01T21:55:06Z (almost 3 years ago)
- According to https://www.etfrc.com/funds/overlap.php,
- 1. 47.2% of [FIW](https://www.ftportfolios.com/retail/etf/etfsummary.aspx?Ticker=FIW)'s 37 holdings $\in$ [AQWA](https://www.globalxetfs.com/funds/aqwa/)'s 38 holdings.
- 2. 47.2% of [PHO](https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=PHO)'s 36 holdings $\in$ AQWA.
- 3. 77.8% FIW's holdings $\in$ PHO.
- 4. 77.8% PHO's holdings $\in$ FIW.
## My two goals5. I must minimize overlap, duplication of stock holdings.6. I covet buying as few ETFs are possible. Which of the 3 above is redundant?I am not affiliate or associate with any of these ETF's or websites.
- According to https://www.etfrc.com/funds/overlap.php,
- 1. 47.2% of [FIW](https://www.ftportfolios.com/retail/etf/etfsummary.aspx?Ticker=FIW)'s 37 holdings $\in$ [AQWA](https://www.globalxetfs.com/funds/aqwa/)'s 38 holdings.
- 2. 47.2% of [PHO](https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=PHO)'s 36 holdings $\in$ AQWA.
- 3. 77.8% FIW's holdings $\in$ PHO.
- 4. 77.8% PHO's holdings $\in$ FIW.
- ## My two goals. I must
- 5. buy $\ge 1$ Water ETF, such as the 3 above.
- 5. minimize overlap, duplication of stock holdings.
- Which of the 3 above is redundant?
- I don't affiliate or associate with any of these ETF's or websites.
#1: Initial revision
by
Chgg Clou
·
2022-01-01T20:28:41Z (almost 3 years ago)
How to deduce which ETF is redundant? a of ETF1's holdings in ETF3, a of ETF2 in ETF3, b of ETF1 are in ETF2, b of ETF2 in ETF1.
According to https://www.etfrc.com/funds/overlap.php, 1. 47.2% of [FIW](https://www.ftportfolios.com/retail/etf/etfsummary.aspx?Ticker=FIW)'s 37 holdings $\in$ [AQWA](https://www.globalxetfs.com/funds/aqwa/)'s 38 holdings. 2. 47.2% of [PHO](https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=PHO)'s 36 holdings $\in$ AQWA. 3. 77.8% FIW's holdings $\in$ PHO. 4. 77.8% PHO's holdings $\in$ FIW. ## My two goals 5. I must minimize overlap, duplication of stock holdings. 6. I covet buying as few ETFs are possible. Which of the 3 above is redundant? I am not affiliate or associate with any of these ETF's or websites.