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
17
Number of overlapping holdings
81.0%
% of UTES's 21 holdings also in XLU
60.7%
% of XLU's 28 holdings also in UTES
Overlap by Weight
Sector Drift (UTES minus XLU)
Overlapping Holdings
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| Company | Weight in UTES |
Weight in XLU |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 21.8% | 16.4% | 16.4% |
|
EXELON CORP | 6.5% | 4.9% | 4.9% |
|
SEMPRA ENERGY | 5.4% | 4.5% | 4.5% |
|
XCEL ENERGY INC | 4.7% | 4.0% | 4.0% |
|
PUBLIC SERVICE ENTERPRISE GP | 6.0% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to XLU
|
NEXTERA ENERGY GROUP | 5.4% |
|
NEXTERA ENERGY PARTNERS LP | 3.6% |
|
NISOURCE INC | 3.5% |
|
ALLIANT ENERGY CORP | 3.4% |
|
CMS ENERGY CORP | 3.0% |
|
ATMOS ENERGY CORP | 2.9% |
|
PUBLIC SERVICE ENTERPRISE GP | 2.6% |
 |
FORTIS INC | 2.0% |
|
SOUTHWEST GAS CORP | 2.0% |
|
AMERICAN WATER WORKS CO INC | 1.9% |
UTES Underweight Relative to XLU
|
DUKE ENERGY CORP | -7.4% |
|
SOUTHERN CO | -7.3% |
|
DOMINION RESOURCES INC/VA | -6.6% |
|
AMERICAN ELECTRIC POWER | -4.7% |
|
CONSOLIDATED EDISON INC | -2.8% |
|
PPL CORPORATION | -2.4% |
|
FIRSTENERGY CORP | -2.3% |
|
AES CORP | -1.7% |
|
WESTAR ENERGY INC | -1.6% |
|
CENTERPOINT ENERGY INC | -1.6% |