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   

21

Number of overlapping holdings

87.5%

% of UTES's 24 holdings also in JHMU

55.3%

% of JHMU's 39 holdings also in UTES

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

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Company Weight
in UTES
Weight
in JHMU
Overlap
EXELON CORP 4.9% 5.8% 4.9%
ENTERGY CORP 5.0% 4.1% 4.1%
EDISON INTERNATIONAL 5.4% 4.1% 4.1%
NEXTERA ENERGY GROUP 20.7% 3.5% 3.5%
PUBLIC SERVICE ENTERPRISE GP 8.5% 3.4% 3.4%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to JHMU
NEXTERA ENERGY GROUP 17.3%
PUBLIC SERVICE ENTERPRISE GP 5.2%
CONSTELLATION ENERGY CORPORATION 4.4%
VISTRA ENERGY CORP. 2.8%
CLEARWAY ENERGY, INC. CLASS A 2.7%
NEXTERA ENERGY PARTNERS LP 2.6%
NISOURCE INC 2.2%
ATMOS ENERGY CORP 2.1%
P G & E CORP 2.1%
UGI CORP 1.5%
UTES Underweight Relative to JHMU
CONSOLIDATED EDISON INC -5.3%
DUKE ENERGY CORP -5.1%
SOUTHERN CO -4.3%
XCEL ENERGY INC -3.9%
EVERSOURCE ENERGY -3.6%
CENTERPOINT ENERGY INC -3.6%
AMERICAN ELECTRIC POWER -3.5%
PPL CORPORATION -2.8%
EVERGY, INC. -2.7%
AES CORP -1.7%
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