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   

30

Number of overlapping holdings

65.2%

% of IDU's 46 holdings also in XLU

100.0%

% of XLU's 30 holdings also in IDU

Overlap by Weight
Sector Drift (IDU minus XLU)
Overlapping Holdings

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Company Weight
in IDU
Weight
in XLU
Overlap
NEXTERA ENERGY GROUP 11.0% 13.4% 11.0%
SOUTHERN CO 6.6% 8.0% 6.6%
DUKE ENERGY CORP 6.3% 7.7% 6.3%
CONSTELLATION ENERGY CORPORATION 5.0% 6.0% 5.0%
SEMPRA ENERGY 3.8% 4.6% 3.8%

Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to XLU
WASTE MANAGEMENT INC 7.5%
REPUBLIC SERVICES INC 3.4%
VISTRA ENERGY CORP. 2.1%
CLEAN HARBORS INC 0.9%
ESSENTIAL UTILITIES, INC. 0.8%
OGE ENERGY CORP 0.6%
UGI CORP 0.4%
STERICYCLE INC 0.4%
NATIONAL FUEL GAS CO 0.4%
IDACORP INC 0.4%
IDU Underweight Relative to XLU
NEXTERA ENERGY GROUP -2.3%
SOUTHERN CO -1.4%
DUKE ENERGY CORP -1.3%
CONSTELLATION ENERGY CORPORATION -1.0%
SEMPRA ENERGY -0.8%
AMERICAN ELECTRIC POWER -0.8%
P G & E CORP -0.8%
DOMINION RESOURCES INC/VA -0.8%
EXELON CORP -0.7%
PUBLIC SERVICE ENTERPRISE GP -0.6%
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