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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |