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

91.7%

% of UTES's 24 holdings also in IDU

50.0%

% of IDU's 44 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 20.7% 13.9% 13.9%
DOMINION RESOURCES INC/VA 4.1% 5.2% 4.1%
SEMPRA ENERGY 3.6% 4.1% 3.6%
EXELON CORP 4.9% 3.5% 3.5%
PUBLIC SERVICE ENTERPRISE GP 8.5% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to IDU
NEXTERA ENERGY GROUP 6.9%
PUBLIC SERVICE ENTERPRISE GP 5.9%
EDISON INTERNATIONAL 3.4%
ENTERGY CORP 3.1%
NISOURCE INC 3.1%
VISTRA ENERGY CORP. 3.1%
CLEARWAY ENERGY, INC. CLASS A 2.8%
ATMOS ENERGY CORP 2.7%
NEXTERA ENERGY PARTNERS LP 2.6%
CONSTELLATION ENERGY CORPORATION 2.4%
UTES Underweight Relative to IDU
DUKE ENERGY CORP -6.6%
SOUTHERN CO -6.5%
WASTE MANAGEMENT INC -5.6%
AMERICAN ELECTRIC POWER -4.2%
CONSOLIDATED EDISON INC -2.7%
EVERSOURCE ENERGY -2.5%
REPUBLIC SERVICES INC -2.3%
PPL CORPORATION -1.7%
CENTERPOINT ENERGY INC -1.6%
XCEL ENERGY INC -1.5%
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