Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
84.4%
% of PUI's 32 holdings also in IDU
64.3%
% of IDU's 43 holdings also in PUI
Overlap by Weight
Sector Drift (PUI minus IDU)
Overlapping Holdings
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| Company | Weight in PUI |
Weight in IDU |
Overlap | |
|---|---|---|---|---|
 |
SOUTHERN CO | 4.0% | 6.9% | 4.0% |
|
NEXTERA ENERGY GROUP | 3.8% | 10.1% | 3.8% |
|
DUKE ENERGY CORP | 3.8% | 6.5% | 3.8% |
|
SEMPRA ENERGY | 3.3% | 3.3% | 3.3% |
|
XCEL ENERGY INC | 3.3% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
PUI Overweight Relative to IDU
|
AT&T INC | 3.5% |
|
EQT CORP | 3.4% |
|
ONEOK INC | 3.4% |
|
NISOURCE INC | 2.6% |
|
ATMOS ENERGY CORP | 2.5% |
|
NATIONAL FUEL GAS CO | 2.1% |
|
NRG ENERGY INC | 2.0% |
|
NEW JERSEY RESOURCES CORP | 1.9% |
|
MDU RESOURCES GROUP INC | 1.7% |
|
PINNACLE WEST CAPITAL | 1.7% |
PUI Underweight Relative to IDU
|
WASTE MANAGEMENT INC | -6.5% |
|
NEXTERA ENERGY GROUP | -6.3% |
|
CONSTELLATION ENERGY CORPORATION | -6.0% |
|
REPUBLIC SERVICES INC | -3.6% |
|
DOMINION RESOURCES INC/VA | -3.2% |
|
VISTRA ENERGY CORP. | -3.2% |
|
SOUTHERN CO | -2.9% |
|
DUKE ENERGY CORP | -2.7% |
|
PPL CORPORATION | -1.8% |
|
FIRSTENERGY CORP | -1.7% |