SPY has 28% market value from the top names in QQQ

Therefore your "ratio" is incorrect because "信息科技指数基金，约占50%" PLUS 28% of the "标普500指数基金，约占50%".

https://www.investopedia.com/articles/investing/122215/spy-spdr-sp-500-trust-etf.asp

SPY ETF Top Holdings

The SPY is a well-diversified basket of assets, which allocates its holdings across multiple sectors. The top five listed below are as of June 1, 2023:

• Information Technology: 28.23%
• Healthcare: 13.30%
• Financials: 12.46%
• Consumer Discretionary: 10.70%
• Communication Services: 8.49%

SPY ETF’s Top 10 Holdings (as of July 6, 2023)
Holding (Company)	% SPY Portfolio Weight
Apple (AAPL)	7.70%
Microsoft (MSFT)	6.89%
Amazon (AMZN)	3.11%
NVIDIA (NVDA)	2.83%
Tesla (TSLA)	2.02%
Alphabet—Class A (GOOGL)	1.94%
Meta Platforms—Class A (META)	1.75%
Alphabet—Class C (GOOG)	1.68%
Berkshire Hathaway—Class B (BRK.B)	1.65
UnitedHealth (UNH)	1.19%

You can calculate the TRUE allocations of the 100% between these 2 categories.  Definitely is not your 50/50 split.

所有跟帖： 

• 是的，我知道标普500指数里面信息科技的权重。所以，我说是额外买VGT加码这个板块。 -硅谷居士- ♂ (0 bytes) () 08/22/2023 postreply 20:34:28