Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
43.5%
% of IDU's 46 holdings also in UTES
95.2%
% 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 | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 11.3% | 9.5% | 9.5% |
|
CONSTELLATION ENERGY CORPORATION | 5.3% | 7.9% | 5.3% |
|
SOUTHERN CO | 6.5% | 4.0% | 4.0% |
|
SEMPRA ENERGY | 3.8% | 6.0% | 3.8% |
|
P G & E CORP | 2.9% | 7.1% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to UTES
|
WASTE MANAGEMENT INC | 7.2% |
|
DUKE ENERGY CORP | 6.3% |
|
AMERICAN ELECTRIC POWER | 3.8% |
|
DOMINION RESOURCES INC/VA | 3.5% |
|
REPUBLIC SERVICES INC | 3.3% |
|
CONSOLIDATED EDISON INC | 2.7% |
|
SOUTHERN CO | 2.5% |
|
WEC ENERGY GROUP INC | 2.2% |
|
AMERICAN WATER WORKS CO INC | 2.0% |
|
NEXTERA ENERGY GROUP | 1.8% |
IDU Underweight Relative to UTES
|
VISTRA ENERGY CORP. | -5.4% |
|
PUBLIC SERVICE ENTERPRISE GP | -4.4% |
|
P G & E CORP | -4.2% |
|
PINNACLE WEST CAPITAL | -3.7% |
|
NISOURCE INC | -3.7% |
|
PNM RESOURCES INC | -3.6% |
|
EDISON INTERNATIONAL | -3.2% |
|
CENTERPOINT ENERGY INC | -3.2% |
|
DTE ENERGY COMPANY | -2.9% |
|
PPL CORPORATION | -2.8% |