Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |