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 4.1% 7.2% 4.1%
DUKE ENERGY CORP 3.9% 6.7% 3.9%
NEXTERA ENERGY GROUP 3.6% 9.8% 3.6%
SEMPRA ENERGY 3.2% 3.2% 3.2%
PUBLIC SERVICE ENTERPRISE GP 3.3% 3.0% 3.0%

Position Highlights (Non-Overlapping Exposures)
PUI Overweight Relative to IDU
ONEOK INC 3.6%
AT&T INC 3.5%
EQT CORP 3.2%
NISOURCE INC 2.6%
ATMOS ENERGY CORP 2.5%
NATIONAL FUEL GAS CO 2.1%
NEW JERSEY RESOURCES CORP 2.0%
PINNACLE WEST CAPITAL 1.8%
OTTER TAIL CORP 1.7%
MDU RESOURCES GROUP INC 1.7%
PUI Underweight Relative to IDU
WASTE MANAGEMENT INC -6.6%
NEXTERA ENERGY GROUP -6.1%
CONSTELLATION ENERGY CORPORATION -4.7%
REPUBLIC SERVICES INC -3.6%
DOMINION RESOURCES INC/VA -3.2%
SOUTHERN CO -3.1%
DUKE ENERGY CORP -2.9%
VISTRA ENERGY CORP. -2.8%
PPL CORPORATION -1.9%
FIRSTENERGY CORP -1.7%
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