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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY