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

77.3%

% of UTES's 22 holdings also in XLU

58.6%

% of XLU's 29 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 20.0% 15.7% 15.7%
DOMINION RESOURCES INC/VA 4.8% 6.5% 4.8%
SEMPRA ENERGY 4.4% 4.8% 4.4%
EXELON CORP 5.1% 4.3% 4.3%
PUBLIC SERVICE ENTERPRISE GP 6.2% 3.2% 3.2%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to XLU
NEXTERA ENERGY GROUP 4.3%
VISTRA ENERGY CORP. 4.0%
UGI CORP 3.0%
NISOURCE INC 3.0%
PUBLIC SERVICE ENTERPRISE GP 3.0%
ENTERGY CORP 2.8%
CLEARWAY ENERGY, INC. CLASS A 2.8%
ATMOS ENERGY CORP 2.5%
EDISON INTERNATIONAL 2.1%
P G & E CORP 2.0%
UTES Underweight Relative to XLU
DUKE ENERGY CORP -8.2%
SOUTHERN CO -7.6%
AMERICAN ELECTRIC POWER -4.9%
CONSOLIDATED EDISON INC -3.4%
EVERSOURCE ENERGY -2.9%
FIRSTENERGY CORP -2.2%
PPL CORPORATION -2.0%
CENTERPOINT ENERGY INC -1.9%
DOMINION RESOURCES INC/VA -1.7%
EVERGY, INC. -1.5%
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