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

15
Number of overlapping holdings
20.8%
% of IGF's 75 holdings also in IDU
35.7%
% of IDU's 43 holdings also in IGF
Overlap by Weight
Sector Drift (IGF minus IDU)
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 IGF |
Weight in IDU |
Overlap | |
---|---|---|---|---|
NEXTERA ENERGY GROUP | 4.5% | 9.7% | 4.5% | |
SOUTHERN CO | 3.2% | 7.0% | 3.2% | |
DUKE ENERGY CORP | 3.0% | 6.6% | 3.0% | |
CONSTELLATION ENERGY CORPORATION | 2.5% | 5.5% | 2.5% | |
AMERICAN ELECTRIC POWER | 1.9% | 4.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IGF Overweight Relative to IDU
TRANSURBAN GROUP | 5.5% | |
AENA SA | 5.3% | |
ENBRIDGE INC | 4.0% | |
GRUPO AEROPORTUARIO PAC-ADR | 3.8% | |
IBERDROLA SA | 3.4% | |
AUCKLAND INTL AIRPORT LTD | 3.4% | |
WILLIAMS COS INC | 2.8% | |
GROUPE EUROTUNNEL SA - REGR | 2.7% | |
GRUPO AEROPORTUARIO SUR-ADR | 2.5% | |
NATIONAL GRID PLC | 2.2% |
IGF Underweight Relative to IDU
WASTE MANAGEMENT INC | -6.6% | |
NEXTERA ENERGY GROUP | -5.2% | |
SOUTHERN CO | -3.8% | |
REPUBLIC SERVICES INC | -3.6% | |
DUKE ENERGY CORP | -3.5% | |
CONSTELLATION ENERGY CORPORATION | -3.0% | |
AMERICAN ELECTRIC POWER | -2.2% | |
AMERICAN WATER WORKS CO INC | -2.0% | |
DTE ENERGY COMPANY | -2.0% | |
PPL CORPORATION | -1.9% |