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   

15

Number of overlapping holdings

32.6%

% of IDU's 46 holdings also in UTES

93.8%

% of UTES's 22 holdings also in IDU

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

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Company Weight
in IDU
Weight
in UTES
Overlap
SOUTHERN CO 7.0% 3.8% 3.8%
P G & E CORP 3.3% 5.0% 3.3%
XCEL ENERGY INC 3.1% 4.9% 3.1%
PUBLIC SERVICE ENTERPRISE GP 3.0% 2.4% 2.4%
EDISON INTERNATIONAL 2.3% 4.5% 2.3%

Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to UTES
NEXTERA ENERGY GROUP 10.7%
WASTE MANAGEMENT INC 6.4%
DUKE ENERGY CORP 6.4%
SEMPRA ENERGY 4.3%
CONSTELLATION ENERGY CORPORATION 3.7%
AMERICAN ELECTRIC POWER 3.7%
DOMINION RESOURCES INC/VA 3.6%
SOUTHERN CO 3.2%
REPUBLIC SERVICES INC 3.0%
CONSOLIDATED EDISON INC 2.9%
IDU Underweight Relative to UTES
VISTRA ENERGY CORP. -4.0%
NISOURCE INC -3.5%
CMS ENERGY CORP -3.1%
ATMOS ENERGY CORP -2.6%
PPL CORPORATION -2.5%
PNM RESOURCES INC -2.4%
CENTERPOINT ENERGY INC -2.2%
EDISON INTERNATIONAL -2.2%
XCEL ENERGY INC -1.9%
P G & E CORP -1.7%
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