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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 21.8% 16.4% 16.4%
EXELON CORP 6.5% 4.9% 4.9%
SEMPRA ENERGY 5.4% 4.5% 4.5%
XCEL ENERGY INC 4.7% 4.0% 4.0%
PUBLIC SERVICE ENTERPRISE GP 6.0% 3.4% 3.4%

Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to XLU
NEXTERA ENERGY GROUP 5.4%
NEXTERA ENERGY PARTNERS LP 3.6%
NISOURCE INC 3.5%
ALLIANT ENERGY CORP 3.4%
CMS ENERGY CORP 3.0%
ATMOS ENERGY CORP 2.9%
PUBLIC SERVICE ENTERPRISE GP 2.6%
FORTIS INC 2.0%
SOUTHWEST GAS CORP 2.0%
AMERICAN WATER WORKS CO INC 1.9%
UTES Underweight Relative to XLU
DUKE ENERGY CORP -7.4%
SOUTHERN CO -7.3%
DOMINION RESOURCES INC/VA -6.6%
AMERICAN ELECTRIC POWER -4.7%
CONSOLIDATED EDISON INC -2.8%
PPL CORPORATION -2.4%
FIRSTENERGY CORP -2.3%
AES CORP -1.7%
WESTAR ENERGY INC -1.6%
CENTERPOINT ENERGY INC -1.6%
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