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
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
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| 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% |