Fund Overlap

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


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28

Number of overlapping holdings

77.8%

% of JHMU's 37 holdings also in XLU

100.0%

% of XLU's 28 holdings also in JHMU

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

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Company Weight
in JHMU
Weight
in XLU
Overlap
DUKE ENERGY CORP 5.5% 8.4% 5.5%
EXELON CORP 5.1% 5.3% 5.1%
SOUTHERN CO 4.7% 7.0% 4.7%
AMERICAN ELECTRIC POWER 5.8% 4.5% 4.5%
SEMPRA ENERGY 4.6% 4.4% 4.4%

Position Highlights (Non-Overlapping Exposures)
JHMU Overweight Relative to XLU
UGI CORP 1.7%
ENTERGY CORP 1.6%
EDISON INTERNATIONAL 1.6%
DTE ENERGY COMPANY 1.4%
AMERICAN ELECTRIC POWER 1.3%
XCEL ENERGY INC 1.3%
VISTRA ENERGY CORP. 1.1%
ESSENTIAL UTILITIES, INC. 1.1%
NISOURCE INC 1.0%
OGE ENERGY CORP 1.0%
JHMU Underweight Relative to XLU
NEXTERA ENERGY GROUP -13.8%
DOMINION RESOURCES INC/VA -3.4%
DUKE ENERGY CORP -3.0%
SOUTHERN CO -2.3%
EXELON CORP -0.2%
AMERICAN WATER WORKS CO INC -0.1%
WEC ENERGY GROUP INC 0.0%
ALLIANT ENERGY CORP 0.1%
CLEARWAY ENERGY, INC. CLASS A 0.1%
AES CORP 0.2%
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