Fund Overlap

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


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36

Number of overlapping holdings

94.7%

% of JHMU's 39 holdings also in IDU

81.8%

% of IDU's 44 holdings also in JHMU

Overlap by Weight
Sector Drift (JHMU minus IDU)
Overlapping Holdings

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Company Weight
in JHMU
Weight
in IDU
Overlap
DUKE ENERGY CORP 5.1% 6.6% 5.1%
SOUTHERN CO 4.3% 6.5% 4.3%
AMERICAN ELECTRIC POWER 3.5% 4.2% 3.5%
EXELON CORP 5.8% 3.5% 3.5%
NEXTERA ENERGY GROUP 3.5% 13.9% 3.5%

Position Highlights (Non-Overlapping Exposures)
JHMU Overweight Relative to IDU
CONSOLIDATED EDISON INC 2.6%
XCEL ENERGY INC 2.4%
EXELON CORP 2.3%
ENTERGY CORP 2.2%
EDISON INTERNATIONAL 2.0%
CENTERPOINT ENERGY INC 2.0%
EVERGY, INC. 1.5%
WEC ENERGY GROUP INC 1.2%
FIRSTENERGY CORP 1.2%
AMEREN CORPORATION 1.2%
JHMU Underweight Relative to IDU
NEXTERA ENERGY GROUP -10.4%
WASTE MANAGEMENT INC -5.6%
REPUBLIC SERVICES INC -2.3%
SOUTHERN CO -2.1%
CONSTELLATION ENERGY CORPORATION -2.1%
DOMINION RESOURCES INC/VA -2.0%
SEMPRA ENERGY -1.6%
DUKE ENERGY CORP -1.5%
P G & E CORP -1.5%
AMERICAN ELECTRIC POWER -0.6%
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