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   

16

Number of overlapping holdings

88.9%

% of UTES's 20 holdings also in XLU

51.6%

% of XLU's 31 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 16.9% 14.2% 14.2%
CONSTELLATION ENERGY CORPORATION 11.0% 6.4% 6.4%
SEMPRA ENERGY 4.5% 4.6% 4.5%
PUBLIC SERVICE ENTERPRISE GP 4.9% 3.5% 3.5%
P G & E CORP 4.1% 3.5% 3.5%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to XLU
VISTRA ENERGY CORP. 7.7%
CONSTELLATION ENERGY CORPORATION 4.6%
PINNACLE WEST CAPITAL 3.4%
ATMOS ENERGY CORP 3.2%
PNM RESOURCES INC 3.1%
CENTERPOINT ENERGY INC 3.1%
NISOURCE INC 3.0%
NEXTERA ENERGY GROUP 2.7%
DTE ENERGY COMPANY 2.1%
ENTERGY CORP 2.1%
UTES Underweight Relative to XLU
DUKE ENERGY CORP -7.4%
SOUTHERN CO -6.3%
AMERICAN ELECTRIC POWER -4.4%
DOMINION RESOURCES INC/VA -3.9%
EXELON CORP -3.3%
CONSOLIDATED EDISON INC -3.0%
XCEL ENERGY INC -2.8%
AMERICAN WATER WORKS CO INC -2.4%
WEC ENERGY GROUP INC -2.4%
EVERSOURCE ENERGY -1.9%
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