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   

36

Number of overlapping holdings

81.8%

% of IDU's 44 holdings also in JHMU

94.7%

% of JHMU's 39 holdings also in IDU

Overlap by Weight
Sector Drift (IDU minus JHMU)
Overlapping Holdings

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Company Weight
in IDU
Weight
in JHMU
Overlap
DUKE ENERGY CORP 6.6% 5.1% 5.1%
SOUTHERN CO 6.5% 4.3% 4.3%
AMERICAN ELECTRIC POWER 4.2% 3.5% 3.5%
EXELON CORP 3.5% 5.8% 3.5%
NEXTERA ENERGY GROUP 13.9% 3.5% 3.5%

Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to JHMU
NEXTERA ENERGY GROUP 10.4%
WASTE MANAGEMENT INC 5.6%
REPUBLIC SERVICES INC 2.3%
SOUTHERN CO 2.1%
CONSTELLATION ENERGY CORPORATION 2.1%
DOMINION RESOURCES INC/VA 2.0%
SEMPRA ENERGY 1.6%
DUKE ENERGY CORP 1.5%
P G & E CORP 1.5%
AMERICAN ELECTRIC POWER 0.6%
IDU Underweight Relative to JHMU
CONSOLIDATED EDISON INC -2.6%
XCEL ENERGY INC -2.4%
EXELON CORP -2.3%
ENTERGY CORP -2.2%
EDISON INTERNATIONAL -2.0%
CENTERPOINT ENERGY INC -2.0%
EVERGY, INC. -1.5%
WEC ENERGY GROUP INC -1.2%
FIRSTENERGY CORP -1.2%
AMEREN CORPORATION -1.2%
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