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   

13

Number of overlapping holdings

20.0%

% of JXI's 66 holdings also in UTES

86.7%

% of UTES's 17 holdings also in JXI

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

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Company Weight
in JXI
Weight
in UTES
Overlap
NEXTERA ENERGY GROUP 8.5% 12.6% 8.5%
CONSTELLATION ENERGY CORPORATION 5.4% 10.8% 5.4%
VISTRA ENERGY CORP. 3.3% 13.7% 3.3%
SEMPRA ENERGY 3.1% 3.3% 3.1%
PUBLIC SERVICE ENTERPRISE GP 2.4% 4.8% 2.4%

Position Highlights (Non-Overlapping Exposures)
JXI Overweight Relative to UTES
SOUTHERN CO 5.3%
DUKE ENERGY CORP 4.9%
IBERDROLA SA 4.5%
NATIONAL GRID PLC 3.4%
ENEL SPA 3.2%
AMERICAN ELECTRIC POWER 3.0%
DOMINION RESOURCES INC/VA 2.7%
EXELON CORP 2.3%
P G & E CORP 2.0%
CONSOLIDATED EDISON INC 1.9%
JXI Underweight Relative to UTES
VISTRA ENERGY CORP. -10.4%
CONSTELLATION ENERGY CORPORATION -5.4%
PNM RESOURCES INC -4.5%
NEXTERA ENERGY GROUP -4.1%
PINNACLE WEST CAPITAL -4.0%
NISOURCE INC -3.8%
IDACORP INC -3.6%
PPL CORPORATION -3.3%
ATMOS ENERGY CORP -3.0%
ENTERGY CORP -2.8%
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