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   

22

Number of overlapping holdings

57.9%

% of PUI's 37 holdings also in XLU

78.6%

% of XLU's 28 holdings also in PUI

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in PUI
Weight
in XLU
Overlap
NEXTERA ENERGY GROUP 4.5% 17.5% 4.5%
SEMPRA ENERGY 3.9% 4.4% 3.9%
DUKE ENERGY CORP 3.8% 8.4% 3.8%
XCEL ENERGY INC 4.1% 3.7% 3.7%
SOUTHERN CO 3.4% 7.0% 3.4%

Position Highlights (Non-Overlapping Exposures)
PUI Overweight Relative to XLU
ONEOK INC 3.9%
NRG ENERGY INC 2.6%
EVERGY, INC. 2.6%
MIDDLESEX WATER CO 2.4%
P G & E CORP 2.3%
NATIONAL FUEL GAS CO 2.3%
ESSENTIAL UTILITIES, INC. 2.2%
EQT CORP 2.1%
NISOURCE INC 2.1%
IDT CORPORATION CLASS B 2.1%
PUI Underweight Relative to XLU
NEXTERA ENERGY GROUP -13.0%
DOMINION RESOURCES INC/VA -6.6%
DUKE ENERGY CORP -4.6%
SOUTHERN CO -3.6%
EXELON CORP -3.4%
CONSOLIDATED EDISON INC -2.8%
AMERICAN ELECTRIC POWER -2.4%
EDISON INTERNATIONAL -2.4%
PPL CORPORATION -2.4%
ENTERGY CORP -2.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY