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   

20

Number of overlapping holdings

95.2%

% of UTES's 23 holdings also in IDU

43.5%

% of IDU's 46 holdings also in UTES

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

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Company Weight
in UTES
Weight
in IDU
Overlap
NEXTERA ENERGY GROUP 9.5% 11.0% 9.5%
CONSTELLATION ENERGY CORPORATION 7.9% 5.0% 5.0%
SOUTHERN CO 4.0% 6.6% 4.0%
SEMPRA ENERGY 6.0% 3.8% 3.8%
P G & E CORP 7.1% 2.9% 2.9%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to IDU
VISTRA ENERGY CORP. 5.6%
PUBLIC SERVICE ENTERPRISE GP 4.4%
P G & E CORP 4.2%
PINNACLE WEST CAPITAL 3.7%
NISOURCE INC 3.6%
PNM RESOURCES INC 3.6%
EDISON INTERNATIONAL 3.2%
CENTERPOINT ENERGY INC 3.1%
DTE ENERGY COMPANY 2.9%
CONSTELLATION ENERGY CORPORATION 2.9%
UTES Underweight Relative to IDU
WASTE MANAGEMENT INC -7.5%
DUKE ENERGY CORP -6.3%
AMERICAN ELECTRIC POWER -3.8%
DOMINION RESOURCES INC/VA -3.5%
REPUBLIC SERVICES INC -3.4%
CONSOLIDATED EDISON INC -2.7%
SOUTHERN CO -2.6%
WEC ENERGY GROUP INC -2.2%
AMERICAN WATER WORKS CO INC -2.0%
FIRSTENERGY CORP -1.8%
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