Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
47.7%
% of VPU's 69 holdings also in ECLN
63.3%
% of ECLN's 53 holdings also in VPU
Overlap by Weight
Sector Drift (VPU minus ECLN)
Overlapping Holdings
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| Company | Weight in VPU |
Weight in ECLN |
Overlap | |
|---|---|---|---|---|
 |
SEMPRA ENERGY | 4.1% | 4.2% | 4.1% |
|
AMERICAN ELECTRIC POWER | 4.1% | 4.6% | 4.1% |
|
SOUTHERN CO | 7.2% | 4.0% | 4.0% |
|
PUBLIC SERVICE ENTERPRISE GP | 3.1% | 3.0% | 3.0% |
|
XCEL ENERGY INC | 2.6% | 3.5% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
VPU Overweight Relative to ECLN
|
NEXTERA ENERGY GROUP | 12.8% |
|
DUKE ENERGY CORP | 5.6% |
|
CONSTELLATION ENERGY CORPORATION | 5.2% |
|
DOMINION RESOURCES INC/VA | 3.8% |
|
SOUTHERN CO | 3.3% |
|
EXELON CORP | 3.2% |
|
CONSOLIDATED EDISON INC | 2.9% |
|
P G & E CORP | 2.8% |
|
EDISON INTERNATIONAL | 2.2% |
|
VISTRA ENERGY CORP. | 1.8% |
VPU Underweight Relative to ECLN
|
DT MIDSTREAM, INC. | -5.7% |
|
TARGA RESOURCES CORP | -3.6% |
|
CHENIERE ENERGY PARTNERS LP | -3.0% |
|
WILLIAMS COS INC | -2.9% |
|
CLEARWAY ENERGY, INC. CLASS A | -2.8% |
|
NATIONAL FUEL GAS CO | -2.4% |
|
ATMOS ENERGY CORP | -2.2% |
|
QUANTA SERVICES INC | -2.1% |
|
ALLIANT ENERGY CORP | -2.1% |
 |
ATCO LTD -CL 'I' | -2.0% |