Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
IGF
75
HOLDINGS
21%
ALSO IN XLU
XLU
31
HOLDINGS
48%
ALSO IN IGF
SECTOR DRIFT (IGF minus XLU)
OVERLAPPING HOLDINGS
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| Company | Weight in IGF |
Weight in XLU |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 5.1% | 12.8% | 5.1% |
|
CONSTELLATION ENERGY CORPORATION | 3.0% | 8.4% | 3.0% |
|
SOUTHERN CO | 2.8% | 7.1% | 2.8% |
|
DUKE ENERGY CORP | 2.7% | 6.8% | 2.7% |
|
AMERICAN ELECTRIC POWER | 1.9% | 4.6% | 1.9% |
IGF Overweight Relative to XLU
 |
TRANSURBAN GROUP | 5.2% |
 |
ENBRIDGE INC | 4.0% |
 |
GRUPO AEROPORTUARIO PAC-ADR | 4.0% |
 |
IBERDROLA SA | 3.9% |
 |
AUCKLAND INTL AIRPORT LTD | 2.9% |
|
WILLIAMS COS INC | 2.8% |
 |
ENEL SPA | 2.4% |
 |
ADP | 2.4% |
 |
FLUGHAFEN ZURICH AG | 2.3% |
|
GROUPE EUROTUNNEL SA - REGR | 2.3% |
IGF Underweight Relative to XLU
|
NEXTERA ENERGY GROUP | -7.7% |
|
CONSTELLATION ENERGY CORPORATION | -5.3% |
|
SOUTHERN CO | -4.3% |
|
DUKE ENERGY CORP | -4.1% |
|
AMERICAN ELECTRIC POWER | -2.8% |
|
SEMPRA ENERGY | -2.7% |
|
VISTRA ENERGY CORP. | -2.7% |
|
NRG ENERGY INC | -2.4% |
|
DOMINION RESOURCES INC/VA | -2.3% |
|
XCEL ENERGY INC | -2.1% |