Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
77.4%
% of XLU's 31 holdings also in ECLN
41.4%
% of ECLN's 61 holdings also in XLU
Overlap by Weight
Sector Drift (XLU minus ECLN)
Overlapping Holdings
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| Company | Weight in XLU |
Weight in ECLN |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN ELECTRIC POWER | 4.3% | 5.5% | 4.3% |
|
SEMPRA ENERGY | 4.5% | 3.6% | 3.6% |
|
DOMINION RESOURCES INC/VA | 3.8% | 3.6% | 3.6% |
|
VISTRA ENERGY CORP. | 4.8% | 3.5% | 3.5% |
|
DUKE ENERGY CORP | 7.0% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to ECLN
|
NEXTERA ENERGY GROUP | 11.6% |
|
CONSTELLATION ENERGY CORPORATION | 6.9% |
|
SOUTHERN CO | 4.7% |
|
DUKE ENERGY CORP | 3.7% |
|
EXELON CORP | 3.3% |
|
CONSOLIDATED EDISON INC | 2.7% |
|
P G & E CORP | 2.6% |
|
EDISON INTERNATIONAL | 1.9% |
|
EVERSOURCE ENERGY | 1.8% |
|
NRG ENERGY INC | 1.8% |
XLU Underweight Relative to ECLN
|
CHENIERE ENERGY PARTNERS LP | -3.5% |
|
NATIONAL FUEL GAS CO | -3.3% |
 |
TRANSCANADA CORP | -3.1% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.1% |
|
WILLIAMS COS INC | -2.2% |
|
QUANTA SERVICES INC | -2.0% |
|
ONE GAS INC | -2.0% |
|
JACOBS SOLUTIONS INC. | -1.9% |
|
FORTIS INC | -1.9% |
|
FLUOR CORP | -1.8% |