Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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31

Number of overlapping holdings

70.5%

% of IDU's 44 holdings also in XLU

100.0%

% of XLU's 31 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 12.1% 14.2% 12.1%
SOUTHERN CO 7.0% 8.2% 7.0%
DUKE ENERGY CORP 6.3% 7.4% 6.3%
CONSTELLATION ENERGY CORPORATION 5.4% 6.4% 5.4%
SEMPRA ENERGY 3.9% 4.6% 3.9%

Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to XLU
WASTE MANAGEMENT INC 6.9%
REPUBLIC SERVICES INC 3.3%
CLEAN HARBORS INC 0.9%
ESSENTIAL UTILITIES, INC. 0.8%
OGE ENERGY CORP 0.6%
STERICYCLE INC 0.4%
NATIONAL FUEL GAS CO 0.4%
UGI CORP 0.4%
IDACORP INC 0.4%
BROOKFIELD RENEWABLE CORPORATION CLA 0.3%
IDU Underweight Relative to XLU
NEXTERA ENERGY GROUP -2.1%
SOUTHERN CO -1.2%
DUKE ENERGY CORP -1.1%
CONSTELLATION ENERGY CORPORATION -1.0%
SEMPRA ENERGY -0.7%
AMERICAN ELECTRIC POWER -0.7%
DOMINION RESOURCES INC/VA -0.6%
P G & E CORP -0.5%
PUBLIC SERVICE ENTERPRISE GP -0.5%
EXELON CORP -0.5%
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