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

95.5%

% of UTES's 22 holdings also in VPU

32.8%

% of VPU's 65 holdings also in UTES

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

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Company Weight
in UTES
Weight
in VPU
Overlap
NEXTERA ENERGY GROUP 22.9% 15.1% 15.1%
EXELON CORP 6.7% 4.4% 4.4%
SEMPRA ENERGY 4.8% 3.6% 3.6%
XCEL ENERGY INC 4.5% 3.3% 3.3%
AMERICAN WATER WORKS CO INC 4.9% 3.0% 3.0%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to VPU
NEXTERA ENERGY GROUP 7.7%
ENTERGY CORP 4.0%
ATMOS ENERGY CORP 3.6%
NISOURCE INC 3.4%
CMS ENERGY CORP 3.2%
NEXTERA ENERGY PARTNERS LP 3.1%
ALLIANT ENERGY CORP 3.0%
EXELON CORP 2.3%
AMEREN CORPORATION 2.2%
EDISON INTERNATIONAL 2.0%
UTES Underweight Relative to VPU
SOUTHERN CO -6.4%
DUKE ENERGY CORP -6.0%
DOMINION RESOURCES INC/VA -5.7%
AMERICAN ELECTRIC POWER -4.0%
CONSOLIDATED EDISON INC -2.3%
PPL CORPORATION -2.1%
FIRSTENERGY CORP -1.9%
AES CORP -1.4%
WESTAR ENERGY INC -1.4%
CENTERPOINT ENERGY INC -1.3%
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