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
17
Number of overlapping holdings
38.6%
% of IDU's 48 holdings also in UTES
94.4%
% of UTES's 20 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 | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 12.3% | 17.6% | 12.3% |
|
CONSTELLATION ENERGY CORPORATION | 4.6% | 10.1% | 4.6% |
|
SEMPRA ENERGY | 3.9% | 4.7% | 3.9% |
|
P G & E CORP | 3.1% | 5.2% | 3.1% |
|
PUBLIC SERVICE ENTERPRISE GP | 3.0% | 5.2% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to UTES
|
DUKE ENERGY CORP | 6.5% |
|
WASTE MANAGEMENT INC | 6.3% |
|
SOUTHERN CO | 5.2% |
|
AMERICAN ELECTRIC POWER | 3.9% |
|
DOMINION RESOURCES INC/VA | 3.5% |
|
REPUBLIC SERVICES INC | 3.2% |
|
EXELON CORP | 2.8% |
|
CONSOLIDATED EDISON INC | 2.6% |
|
XCEL ENERGY INC | 2.5% |
|
WEC ENERGY GROUP INC | 2.2% |
IDU Underweight Relative to UTES
|
VISTRA ENERGY CORP. | -6.5% |
|
CONSTELLATION ENERGY CORPORATION | -5.5% |
|
NEXTERA ENERGY GROUP | -5.3% |
|
PINNACLE WEST CAPITAL | -4.0% |
|
CENTERPOINT ENERGY INC | -3.5% |
|
PNM RESOURCES INC | -3.5% |
|
ATMOS ENERGY CORP | -3.3% |
|
DTE ENERGY COMPANY | -2.6% |
|
ENTERGY CORP | -2.6% |
|
PUBLIC SERVICE ENTERPRISE GP | -2.2% |