Fund Overlap

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


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30

Number of overlapping holdings

46.9%

% of JXI's 65 holdings also in IDU

65.2%

% of IDU's 46 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 8.6% 11.0% 8.6%
SOUTHERN CO 5.2% 6.6% 5.2%
DUKE ENERGY CORP 5.0% 6.3% 5.0%
CONSTELLATION ENERGY CORPORATION 3.9% 5.0% 3.9%
SEMPRA ENERGY 3.0% 3.8% 3.0%

Position Highlights (Non-Overlapping Exposures)
JXI Overweight Relative to IDU
IBERDROLA SA 4.6%
ENEL SPA 3.5%
NATIONAL GRID PLC 3.4%
E.ON AG 2.1%
GDF SUEZ 2.0%
RWE AG 1.5%
SSE PLC 1.5%
FORTIS INC 1.3%
VEOLIA ENVIRONNEMENT 1.3%
KANSAI ELECTRIC POWER CO INC 0.8%
JXI Underweight Relative to IDU
WASTE MANAGEMENT INC -7.5%
REPUBLIC SERVICES INC -3.4%
NEXTERA ENERGY GROUP -2.4%
VISTRA ENERGY CORP. -2.1%
SOUTHERN CO -1.4%
DUKE ENERGY CORP -1.4%
CONSTELLATION ENERGY CORPORATION -1.1%
CLEAN HARBORS INC -0.9%
SEMPRA ENERGY -0.8%
AMERICAN ELECTRIC POWER -0.8%
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