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

80.6%

% of PUI's 36 holdings also in IDU

63.0%

% of IDU's 46 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% 7.0% 4.0%
NEXTERA ENERGY GROUP 3.7% 12.5% 3.7%
SEMPRA ENERGY 3.6% 4.1% 3.6%
DUKE ENERGY CORP 3.6% 6.6% 3.6%
CONSTELLATION ENERGY CORPORATION 4.8% 3.2% 3.2%

Position Highlights (Non-Overlapping Exposures)
PUI Overweight Relative to IDU
ONEOK INC 4.4%
ALLIANT ENERGY CORP 2.6%
NISOURCE INC 2.5%
PINNACLE WEST CAPITAL 2.5%
ATMOS ENERGY CORP 2.2%
NEW JERSEY RESOURCES CORP 2.1%
ONE GAS INC 2.0%
CLEARWAY ENERGY, INC. CLASS C 2.0%
PORTLAND GENERAL ELECTRIC CO 2.0%
CHESAPEAKE UTILITIES CORP 1.9%
PUI Underweight Relative to IDU
NEXTERA ENERGY GROUP -8.8%
WASTE MANAGEMENT INC -5.9%
DOMINION RESOURCES INC/VA -3.6%
DUKE ENERGY CORP -3.1%
SOUTHERN CO -3.0%
CONSOLIDATED EDISON INC -2.9%
REPUBLIC SERVICES INC -2.8%
EDISON INTERNATIONAL -2.4%
ENTERGY CORP -1.9%
AMERICAN ELECTRIC POWER -1.7%
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