[49] My portfolioと米国上場ETF比較表 [2015.12.1]

2015年12月1日調査時点の、My portfolioと米国上場ETFの比較表

My portfolio: ここでは、equity相当のportfolio合算
expense ratio≒信託報酬
Turnover: 一年間の売買率
1～10: 保有トップ10銘柄のticker symbol、時価順
Top 10: 保有トップ10銘柄の時価額合計がportfolioあるいはETF全体に占める割合

	My portfolio	HDV	SDY	VYM	VIG	XLP	VDC	KXI	XLV	VHT
Price as of 2015.12.1	-	74.81	78.28	68.4	79.28	49.67	127.11	93.8	71.74	133.72
dividend trailing	-	2.829	1.854	2.112	1.734	0.61	2.396	2.083	1.044	1.143
dividend rate	3.77%	3.782%	2.368%	3.088%	2.187%	1.228%	1.885%	2.221%	1.455%	0.855%
expense ratio	0%	0.14%	0.35%	0.10%	0.10%	0.15%	0.10%	0.47%	0.15%	0.09%
Turnover	0%	63.00%	28.00%	12.00%	20.00%	3.94%	6.00%	5.00%	2.99%	4.00%
1	PG	XOM	T	MSFT	MSFT	PG	PG	NSRGF	JNJ	JNJ
2	WMT	T	HCP	XOM	JNJ	KO	KO	PG	PFE	PFE
3	T	CVX	CVX	WFC	KO	PM	PEP	KO	GILD	GILD
4	IBM	JNJ	O	GE	PG	CVS	PM	PEP	MRK	MRK
5	MO	VZ	CAT	JNJ	PEP	MO	MO	PM	AGN	AGN
6	MCD	PG	NNN	JPM	IBM	WMT	CVS	MO	AMGN	AMGN
7	MMM	PFE	EMR	T	WMT	PEP	WMT	BTI	BMY	BMY
8	KO	PM	PBCT	PG	MDT	WBA	WBA	BUD	UNH	UNH
9	JNJ	KO	ABBV	PFE	CVS	COST	COST	CVS	MDT	MDT
10	ABBV	INTC	XOM	VZ	MMM	MDLZ	MDLZ	WMT	ABBV	ABBV
Top 10	57.14%	58.92%	19.23%	31.54%	34.58%	62.78%	58.19%	35.42%	54.33%	45.42%