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 8.2% 10.4% 8.2%
SOUTHERN CO 5.2% 6.7% 5.2%
DUKE ENERGY CORP 4.6% 6.5% 4.6%
SEMPRA ENERGY 3.2% 4.1% 3.2%
AMERICAN ELECTRIC POWER 3.1% 3.8% 3.1%

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 2.0%
GDF SUEZ 2.0%
RWE AG 1.6%
SSE PLC 1.6%
VEOLIA ENVIRONNEMENT 1.4%
FORTIS INC 1.4%
EDP-ENERGIAS DE PORTUGAL SA 0.8%
JXI Underweight Relative to IDU
WASTE MANAGEMENT INC -7.7%
REPUBLIC SERVICES INC -3.5%
NEXTERA ENERGY GROUP -2.2%
DUKE ENERGY CORP -1.9%
VISTRA ENERGY CORP. -1.6%
SOUTHERN CO -1.5%
SEMPRA ENERGY -0.9%
CONSTELLATION ENERGY CORPORATION -0.9%
CLEAN HARBORS INC -0.8%
DOMINION RESOURCES INC/VA -0.8%
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