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   

29

Number of overlapping holdings

65.9%

% of IDU's 44 holdings also in XLU

100.0%

% of XLU's 29 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 13.3% 15.7% 13.3%
DUKE ENERGY CORP 7.0% 8.2% 7.0%
SOUTHERN CO 6.4% 7.6% 6.4%
DOMINION RESOURCES INC/VA 5.5% 6.5% 5.5%
SEMPRA ENERGY 4.1% 4.8% 4.1%

Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to XLU
WASTE MANAGEMENT INC 5.5%
REPUBLIC SERVICES INC 2.4%
P G & E CORP 1.8%
VISTRA ENERGY CORP. 1.0%
ESSENTIAL UTILITIES, INC. 0.9%
UGI CORP 0.7%
OGE ENERGY CORP 0.7%
NATIONAL FUEL GAS CO 0.5%
IDACORP INC 0.5%
SUNRUN INC. 0.4%
IDU Underweight Relative to XLU
NEXTERA ENERGY GROUP -2.4%
DUKE ENERGY CORP -1.3%
SOUTHERN CO -1.2%
DOMINION RESOURCES INC/VA -1.0%
AMERICAN ELECTRIC POWER -0.9%
EXELON CORP -0.7%
SEMPRA ENERGY -0.7%
XCEL ENERGY INC -0.6%
CONSOLIDATED EDISON INC -0.5%
WEC ENERGY GROUP INC -0.5%
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