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   

28

Number of overlapping holdings

65.1%

% of IDU's 43 holdings also in XLU

100.0%

% of XLU's 28 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 14.5% 17.5% 14.5%
DUKE ENERGY CORP 7.0% 8.4% 7.0%
SOUTHERN CO 5.8% 7.0% 5.8%
DOMINION RESOURCES INC/VA 5.4% 6.6% 5.4%
EXELON CORP 4.4% 5.3% 4.4%

Position Highlights (Non-Overlapping Exposures)
IDU Overweight Relative to XLU
WASTE MANAGEMENT INC 6.1%
REPUBLIC SERVICES INC 2.4%
P G & E CORP 1.6%
ESSENTIAL UTILITIES, INC. 0.9%
SUNRUN INC. 0.9%
UGI CORP 0.8%
VISTRA ENERGY CORP. 0.8%
OGE ENERGY CORP 0.6%
STERICYCLE INC 0.6%
CLEAN HARBORS INC 0.5%
IDU Underweight Relative to XLU
NEXTERA ENERGY GROUP -3.0%
DUKE ENERGY CORP -1.4%
SOUTHERN CO -1.2%
DOMINION RESOURCES INC/VA -1.2%
EXELON CORP -0.9%
AMERICAN ELECTRIC POWER -0.8%
SEMPRA ENERGY -0.8%
XCEL ENERGY INC -0.6%
PUBLIC SERVICE ENTERPRISE GP -0.6%
AMERICAN WATER WORKS CO INC -0.6%
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