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
15
Number of overlapping holdings
21.1%
% of IGF's 102 holdings also in IDU
34.1%
% of IDU's 48 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 | 6.1% | 12.6% | 6.1% |
|
SOUTHERN CO | 3.6% | 7.1% | 3.6% |
|
DUKE ENERGY CORP | 3.3% | 6.6% | 3.3% |
|
CONSTELLATION ENERGY CORPORATION | 2.3% | 4.5% | 2.3% |
|
AMERICAN ELECTRIC POWER | 2.0% | 4.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IGF Overweight Relative to IDU
 |
TRANSURBAN GROUP | 4.8% |
 |
AENA SA | 4.8% |
 |
ENBRIDGE INC | 4.2% |
|
IBERDROLA SA | 3.2% |
 |
GRUPO AEROPORTUARIO PAC-ADR | 2.9% |
|
WILLIAMS COS INC | 2.7% |
|
ONEOK INC | 2.6% |
 |
AUCKLAND INTL AIRPORT LTD | 2.6% |
 |
GROUPE EUROTUNNEL SA - REGR | 2.5% |
|
TRANSCANADA CORP | 2.4% |
IGF Underweight Relative to IDU
|
NEXTERA ENERGY GROUP | -6.6% |
|
WASTE MANAGEMENT INC | -6.1% |
|
SOUTHERN CO | -3.5% |
|
DUKE ENERGY CORP | -3.3% |
|
REPUBLIC SERVICES INC | -3.1% |
|
CONSTELLATION ENERGY CORPORATION | -2.2% |
|
VISTRA ENERGY CORP. | -2.1% |
|
AMERICAN ELECTRIC POWER | -2.0% |
|
ENTERGY CORP | -2.0% |
|
SEMPRA ENERGY | -1.9% |