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   

12

Number of overlapping holdings

34.3%

% of PUI's 35 holdings also in UTES

75.0%

% of UTES's 22 holdings also in PUI

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

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Company Weight
in PUI
Weight
in UTES
Overlap
VISTRA ENERGY CORP. 3.8% 5.2% 3.8%
SOUTHERN CO 3.9% 3.8% 3.8%
P G & E CORP 3.7% 5.0% 3.7%
ATMOS ENERGY CORP 3.7% 4.1% 3.7%
NISOURCE INC 3.3% 4.5% 3.3%

Position Highlights (Non-Overlapping Exposures)
PUI Overweight Relative to UTES
CONSTELLATION ENERGY CORPORATION 4.2%
ONEOK INC 3.9%
DTE ENERGY COMPANY 3.8%
SEMPRA ENERGY 3.6%
NEXTERA ENERGY GROUP 3.5%
DUKE ENERGY CORP 3.3%
AMERICAN WATER WORKS CO INC 3.3%
WEC ENERGY GROUP INC 3.2%
ALLIANT ENERGY CORP 3.2%
PINNACLE WEST CAPITAL 3.1%
PUI Underweight Relative to UTES
EDISON INTERNATIONAL -4.5%
PPL CORPORATION -4.3%
PNM RESOURCES INC -2.4%
CMS ENERGY CORP -1.9%
XCEL ENERGY INC -1.7%
CENTERPOINT ENERGY INC -1.5%
VISTRA ENERGY CORP. -1.4%
P G & E CORP -1.3%
NISOURCE INC -1.1%
ENTERGY CORP -1.1%
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