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 | 17.6% | 14.0% | 14.0% |
|
CONSTELLATION ENERGY CORPORATION | 10.1% | 6.6% | 6.6% |
|
SEMPRA ENERGY | 4.7% | 4.3% | 4.3% |
|
PUBLIC SERVICE ENTERPRISE GP | 5.2% | 3.5% | 3.5% |
|
P G & E CORP | 5.2% | 3.5% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to XLU
|
VISTRA ENERGY CORP. | 5.8% |
|
PINNACLE WEST CAPITAL | 3.9% |
|
NEXTERA ENERGY GROUP | 3.6% |
|
CONSTELLATION ENERGY CORPORATION | 3.5% |
|
PNM RESOURCES INC | 3.5% |
|
CENTERPOINT ENERGY INC | 3.3% |
|
ATMOS ENERGY CORP | 3.1% |
|
DTE ENERGY COMPANY | 2.4% |
|
ENTERGY CORP | 2.3% |
|
NISOURCE INC | 1.9% |
UTES Underweight Relative to XLU
|
DUKE ENERGY CORP | -7.4% |
|
SOUTHERN CO | -6.2% |
|
AMERICAN ELECTRIC POWER | -4.4% |
|
DOMINION RESOURCES INC/VA | -4.0% |
|
EXELON CORP | -3.3% |
|
CONSOLIDATED EDISON INC | -2.9% |
|
XCEL ENERGY INC | -2.9% |
|
WEC ENERGY GROUP INC | -2.5% |
|
AMERICAN WATER WORKS CO INC | -2.4% |
|
EVERSOURCE ENERGY | -1.9% |