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
18
Number of overlapping holdings
42.9%
% of IDU's 43 holdings also in UTES
90.0%
% of UTES's 22 holdings also in IDU
Overlap by Weight
Sector Drift (IDU minus UTES)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IDU |
Weight in UTES |
Overlap | |
|---|---|---|---|---|
 |
CONSTELLATION ENERGY CORPORATION | 6.0% | 9.3% | 6.0% |
|
NEXTERA ENERGY GROUP | 10.1% | 4.2% | 4.2% |
|
SEMPRA ENERGY | 3.3% | 6.6% | 3.3% |
|
VISTRA ENERGY CORP. | 3.2% | 10.2% | 3.2% |
|
XCEL ENERGY INC | 2.8% | 7.1% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to UTES
|
SOUTHERN CO | 6.9% |
|
WASTE MANAGEMENT INC | 6.5% |
|
DUKE ENERGY CORP | 6.5% |
|
NEXTERA ENERGY GROUP | 5.9% |
|
AMERICAN ELECTRIC POWER | 3.9% |
|
REPUBLIC SERVICES INC | 3.6% |
|
DOMINION RESOURCES INC/VA | 3.2% |
|
EXELON CORP | 3.2% |
|
CONSOLIDATED EDISON INC | 2.6% |
|
WEC ENERGY GROUP INC | 2.4% |
IDU Underweight Relative to UTES
|
VISTRA ENERGY CORP. | -7.0% |
|
PNM RESOURCES INC | -4.9% |
|
IDACORP INC | -4.8% |
|
PINNACLE WEST CAPITAL | -4.7% |
|
XCEL ENERGY INC | -4.3% |
|
CENTERPOINT ENERGY INC | -4.0% |
|
NISOURCE INC | -4.0% |
|
ATMOS ENERGY CORP | -3.7% |
|
PPL CORPORATION | -3.4% |
|
CONSTELLATION ENERGY CORPORATION | -3.3% |