Fund Overlap

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


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31

Number of overlapping holdings

100.0%

% of XLU's 31 holdings also in IDU

70.5%

% of IDU's 44 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 14.0% 12.2% 12.2%
SOUTHERN CO 8.1% 7.0% 7.0%
DUKE ENERGY CORP 7.4% 6.4% 6.4%
CONSTELLATION ENERGY CORPORATION 6.6% 5.7% 5.7%
AMERICAN ELECTRIC POWER 4.4% 3.8% 3.8%

Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to IDU
NEXTERA ENERGY GROUP 1.8%
SOUTHERN CO 1.0%
DUKE ENERGY CORP 1.0%
CONSTELLATION ENERGY CORPORATION 0.9%
AMERICAN ELECTRIC POWER 0.6%
SEMPRA ENERGY 0.6%
DOMINION RESOURCES INC/VA 0.5%
PUBLIC SERVICE ENTERPRISE GP 0.5%
P G & E CORP 0.5%
EXELON CORP 0.4%
XLU Underweight Relative to IDU
WASTE MANAGEMENT INC -5.8%
REPUBLIC SERVICES INC -3.0%
CLEAN HARBORS INC -0.9%
ESSENTIAL UTILITIES, INC. -0.7%
OGE ENERGY CORP -0.6%
STERICYCLE INC -0.4%
NATIONAL FUEL GAS CO -0.4%
IDACORP INC -0.4%
UGI CORP -0.4%
BROOKFIELD RENEWABLE CORPORATION CLA -0.3%
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