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
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| Company | Weight in IDU |
Weight in UTES |
Overlap | |
|---|---|---|---|---|
 |
CONSTELLATION ENERGY CORPORATION | 4.7% | 9.3% | 4.7% |
|
NEXTERA ENERGY GROUP | 9.8% | 4.2% | 4.2% |
|
SEMPRA ENERGY | 3.2% | 6.6% | 3.2% |
|
PUBLIC SERVICE ENTERPRISE GP | 3.0% | 4.7% | 3.0% |
|
XCEL ENERGY INC | 2.9% | 7.1% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to UTES
|
SOUTHERN CO | 7.2% |
|
DUKE ENERGY CORP | 6.7% |
|
WASTE MANAGEMENT INC | 6.6% |
|
NEXTERA ENERGY GROUP | 5.6% |
|
AMERICAN ELECTRIC POWER | 4.1% |
|
REPUBLIC SERVICES INC | 3.6% |
|
EXELON CORP | 3.4% |
|
DOMINION RESOURCES INC/VA | 3.2% |
|
CONSOLIDATED EDISON INC | 2.8% |
|
WEC ENERGY GROUP INC | 2.5% |
IDU Underweight Relative to UTES
|
VISTRA ENERGY CORP. | -7.4% |
|
PNM RESOURCES INC | -4.9% |
|
IDACORP INC | -4.8% |
|
PINNACLE WEST CAPITAL | -4.7% |
|
CONSTELLATION ENERGY CORPORATION | -4.6% |
|
XCEL ENERGY INC | -4.2% |
|
CENTERPOINT ENERGY INC | -4.0% |
|
NISOURCE INC | -4.0% |
|
ATMOS ENERGY CORP | -3.7% |
|
PPL CORPORATION | -3.4% |