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 22.9% 17.5% 17.5%
EXELON CORP 6.9% 5.3% 5.3%
DOMINION RESOURCES INC/VA 4.6% 6.6% 4.6%
XCEL ENERGY INC 4.4% 3.7% 3.7%
SEMPRA ENERGY 3.7% 4.4% 3.7%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to XLU
NEXTERA ENERGY GROUP 5.4%
NEXTERA ENERGY PARTNERS LP 3.9%
ENTERGY CORP 3.4%
ATMOS ENERGY CORP 3.4%
NISOURCE INC 3.3%
CMS ENERGY CORP 2.8%
ALLIANT ENERGY CORP 2.7%
ONE GAS INC 2.0%
EDISON INTERNATIONAL 1.8%
AMEREN CORPORATION 1.7%
UTES Underweight Relative to XLU
DUKE ENERGY CORP -8.4%
SOUTHERN CO -7.0%
AMERICAN ELECTRIC POWER -4.5%
CONSOLIDATED EDISON INC -2.8%
PPL CORPORATION -2.4%
FIRSTENERGY CORP -2.2%
DOMINION RESOURCES INC/VA -2.0%
AES CORP -1.8%
CENTERPOINT ENERGY INC -1.7%
WESTAR ENERGY INC -1.6%
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