Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
39
Number of overlapping holdings
92.9%
% of IDU's 43 holdings also in FXU
97.5%
% of FXU's 41 holdings also in IDU
Overlap by Weight
Sector Drift (IDU minus FXU)
Overlapping Holdings
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| Company | Weight in IDU |
Weight in FXU |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN ELECTRIC POWER | 4.0% | 3.7% | 3.7% |
|
DUKE ENERGY CORP | 6.6% | 3.5% | 3.5% |
|
EXELON CORP | 3.1% | 4.6% | 3.1% |
|
XCEL ENERGY INC | 2.8% | 3.2% | 2.8% |
|
VISTRA ENERGY CORP. | 2.8% | 3.3% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to FXU
|
NEXTERA ENERGY GROUP | 10.1% |
|
WASTE MANAGEMENT INC | 6.7% |
|
SOUTHERN CO | 5.5% |
|
CONSTELLATION ENERGY CORPORATION | 4.1% |
|
DUKE ENERGY CORP | 3.1% |
|
REPUBLIC SERVICES INC | 2.6% |
|
PUBLIC SERVICE ENTERPRISE GP | 2.1% |
|
EVERSOURCE ENERGY | 1.6% |
|
WEC ENERGY GROUP INC | 1.5% |
|
SEMPRA ENERGY | 1.3% |
IDU Underweight Relative to FXU
|
UGI CORP | -4.2% |
|
PINNACLE WEST CAPITAL | -3.6% |
|
MDU RESOURCES GROUP INC | -3.5% |
|
CLEARWAY ENERGY, INC. CLASS C | -3.3% |
|
EVERGY, INC. | -3.2% |
|
BROOKFIELD RENEWABLE CORPORATION CLA | -3.2% |
|
ESSENTIAL UTILITIES, INC. | -2.8% |
|
OGE ENERGY CORP | -2.8% |
|
CONSOLIDATED EDISON INC | -2.1% |
|
IDACORP INC | -2.1% |