Fund Overlap

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


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29

Number of overlapping holdings

45.3%

% of JXI's 65 holdings also in IDU

65.9%

% of IDU's 44 holdings also in JXI

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

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Company Weight
in JXI
Weight
in IDU
Overlap
NEXTERA ENERGY GROUP 10.9% 13.9% 10.9%
DUKE ENERGY CORP 5.2% 6.6% 5.2%
SOUTHERN CO 5.1% 6.5% 5.1%
DOMINION RESOURCES INC/VA 4.1% 5.2% 4.1%
AMERICAN ELECTRIC POWER 3.3% 4.2% 3.3%

Position Highlights (Non-Overlapping Exposures)
JXI Overweight Relative to IDU
IBERDROLA SA 4.0%
NATIONAL GRID PLC 3.3%
ENEL SPA 2.5%
RWE AG 1.8%
GDF SUEZ 1.4%
SSE PLC 1.4%
FORTIS INC 1.4%
E.ON AG 1.3%
DONG ENERGY A/S 1.2%
VEOLIA ENVIRONNEMENT 1.1%
JXI Underweight Relative to IDU
WASTE MANAGEMENT INC -5.6%
NEXTERA ENERGY GROUP -2.9%
REPUBLIC SERVICES INC -2.3%
P G & E CORP -1.5%
DUKE ENERGY CORP -1.4%
SOUTHERN CO -1.4%
DOMINION RESOURCES INC/VA -1.1%
ESSENTIAL UTILITIES, INC. -0.9%
AMERICAN ELECTRIC POWER -0.9%
SEMPRA ENERGY -0.9%
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