Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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30

Number of overlapping holdings

100.0%

% of XLU's 30 holdings also in IDU

65.2%

% of IDU's 46 holdings also in XLU

Overlap by Weight
Sector Drift (XLU minus IDU)
Overlapping Holdings

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Company Weight
in XLU
Weight
in IDU
Overlap
NEXTERA ENERGY GROUP 12.7% 10.4% 10.4%
SOUTHERN CO 8.1% 6.7% 6.7%
DUKE ENERGY CORP 7.8% 6.5% 6.5%
SEMPRA ENERGY 4.9% 4.1% 4.1%
CONSTELLATION ENERGY CORPORATION 4.7% 3.9% 3.9%

Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to IDU
NEXTERA ENERGY GROUP 2.3%
SOUTHERN CO 1.4%
DUKE ENERGY CORP 1.3%
AMERICAN ELECTRIC POWER 0.9%
SEMPRA ENERGY 0.8%
P G & E CORP 0.8%
CONSTELLATION ENERGY CORPORATION 0.8%
DOMINION RESOURCES INC/VA 0.7%
EXELON CORP 0.7%
XCEL ENERGY INC 0.6%
XLU Underweight Relative to IDU
WASTE MANAGEMENT INC -7.7%
REPUBLIC SERVICES INC -3.5%
VISTRA ENERGY CORP. -1.6%
CLEAN HARBORS INC -0.8%
ESSENTIAL UTILITIES, INC. -0.8%
OGE ENERGY CORP -0.6%
UGI CORP -0.5%
STERICYCLE INC -0.4%
IDACORP INC -0.4%
NATIONAL FUEL GAS CO -0.4%
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