Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
58.7%
% of IDU's 46 holdings also in PUI
81.8%
% of PUI's 33 holdings also in IDU
Overlap by Weight
Sector Drift (IDU minus PUI)
Overlapping Holdings
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| Company | Weight in IDU |
Weight in PUI |
Overlap | |
|---|---|---|---|---|
 |
CONSTELLATION ENERGY CORPORATION | 5.0% | 4.1% | 4.1% |
|
SOUTHERN CO | 6.7% | 3.8% | 3.8% |
|
DUKE ENERGY CORP | 6.5% | 3.5% | 3.5% |
|
SEMPRA ENERGY | 3.8% | 3.4% | 3.4% |
|
EXELON CORP | 3.2% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to PUI
|
NEXTERA ENERGY GROUP | 11.3% |
|
WASTE MANAGEMENT INC | 7.2% |
|
DOMINION RESOURCES INC/VA | 3.6% |
|
REPUBLIC SERVICES INC | 3.4% |
|
DUKE ENERGY CORP | 3.0% |
|
SOUTHERN CO | 2.9% |
|
ENTERGY CORP | 1.9% |
|
PPL CORPORATION | 1.7% |
|
AMERICAN ELECTRIC POWER | 1.4% |
|
EVERGY, INC. | 1.0% |
IDU Underweight Relative to PUI
|
ONEOK INC | -4.0% |
|
NISOURCE INC | -2.6% |
|
PINNACLE WEST CAPITAL | -2.6% |
|
NEW JERSEY RESOURCES CORP | -2.5% |
|
NRG ENERGY INC | -2.5% |
|
FRONTIER COMMUNICATIONS PARENT, INC. | -2.4% |
|
VERIZON COMMUNICATIONS INC | -2.4% |
|
OTTER TAIL CORP | -2.4% |
|
ALLIANT ENERGY CORP | -2.3% |
|
AT&T INC | -2.3% |