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
64.3%
% of IDU's 43 holdings also in PUI
84.4%
% of PUI's 32 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 | |
|---|---|---|---|---|
 |
SOUTHERN CO | 7.2% | 4.1% | 4.1% |
|
DUKE ENERGY CORP | 6.7% | 3.9% | 3.9% |
|
NEXTERA ENERGY GROUP | 9.8% | 3.6% | 3.6% |
|
SEMPRA ENERGY | 3.2% | 3.2% | 3.2% |
|
PUBLIC SERVICE ENTERPRISE GP | 3.0% | 3.3% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to PUI
|
WASTE MANAGEMENT INC | 6.6% |
|
NEXTERA ENERGY GROUP | 6.1% |
|
CONSTELLATION ENERGY CORPORATION | 4.7% |
|
REPUBLIC SERVICES INC | 3.6% |
|
DOMINION RESOURCES INC/VA | 3.2% |
|
SOUTHERN CO | 3.1% |
|
DUKE ENERGY CORP | 2.9% |
|
VISTRA ENERGY CORP. | 2.8% |
|
PPL CORPORATION | 1.9% |
|
FIRSTENERGY CORP | 1.7% |
IDU Underweight Relative to PUI
|
ONEOK INC | -3.6% |
|
AT&T INC | -3.5% |
|
EQT CORP | -3.2% |
|
NISOURCE INC | -2.6% |
|
ATMOS ENERGY CORP | -2.5% |
|
NATIONAL FUEL GAS CO | -2.1% |
|
NEW JERSEY RESOURCES CORP | -2.0% |
|
PINNACLE WEST CAPITAL | -1.8% |
|
OTTER TAIL CORP | -1.7% |
|
MDU RESOURCES GROUP INC | -1.7% |