Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
40.4%
% of ECLN's 48 holdings also in XLU
65.5%
% of XLU's 29 holdings also in ECLN
Overlap by Weight
Sector Drift (ECLN minus XLU)
Overlapping Holdings
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| Company | Weight in ECLN |
Weight in XLU |
Overlap | |
|---|---|---|---|---|
 |
XCEL ENERGY INC | 3.3% | 3.8% | 3.3% |
|
AMERICAN ELECTRIC POWER | 3.2% | 4.9% | 3.2% |
|
SEMPRA ENERGY | 3.2% | 4.8% | 3.2% |
|
PUBLIC SERVICE ENTERPRISE GP | 3.0% | 3.2% | 3.0% |
|
WEC ENERGY GROUP INC | 2.6% | 3.1% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
ECLN Overweight Relative to XLU
|
QUANTA SERVICES INC | 5.3% |
|
CHENIERE ENERGY INC | 4.9% |
|
DT MIDSTREAM, INC. | 4.7% |
|
CHENIERE ENERGY PARTNERS LP | 4.1% |
|
NEXTERA ENERGY PARTNERS LP | 3.2% |
 |
ALTAGAS INCOME TRUST | 2.9% |
|
IDACORP INC | 2.7% |
|
CLEARWAY ENERGY, INC. CLASS A | 2.5% |
|
ATMOS ENERGY CORP | 2.1% |
 |
EDP RENOVAVEIS SA | 2.1% |
ECLN Underweight Relative to XLU
|
NEXTERA ENERGY GROUP | -13.9% |
|
DUKE ENERGY CORP | -7.8% |
|
SOUTHERN CO | -5.8% |
|
DOMINION RESOURCES INC/VA | -4.6% |
|
EXELON CORP | -4.3% |
|
CONSOLIDATED EDISON INC | -3.4% |
|
AMERICAN WATER WORKS CO INC | -2.3% |
|
AMEREN CORPORATION | -2.3% |
|
EDISON INTERNATIONAL | -2.3% |
|
ENTERGY CORP | -2.3% |