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   

29

Number of overlapping holdings

100.0%

% of XLU's 29 holdings also in IDU

65.9%

% 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 16.4% 13.9% 13.9%
DUKE ENERGY CORP 7.8% 6.6% 6.6%
SOUTHERN CO 7.7% 6.5% 6.5%
DOMINION RESOURCES INC/VA 6.2% 5.2% 5.2%
AMERICAN ELECTRIC POWER 4.9% 4.2% 4.2%

Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to IDU
NEXTERA ENERGY GROUP 2.5%
DUKE ENERGY CORP 1.2%
SOUTHERN CO 1.2%
DOMINION RESOURCES INC/VA 1.0%
AMERICAN ELECTRIC POWER 0.8%
SEMPRA ENERGY 0.7%
EXELON CORP 0.6%
XCEL ENERGY INC 0.6%
CONSOLIDATED EDISON INC 0.5%
PUBLIC SERVICE ENTERPRISE GP 0.5%
XLU Underweight Relative to IDU
WASTE MANAGEMENT INC -5.6%
REPUBLIC SERVICES INC -2.3%
P G & E CORP -1.5%
ESSENTIAL UTILITIES, INC. -0.9%
VISTRA ENERGY CORP. -0.9%
UGI CORP -0.7%
OGE ENERGY CORP -0.7%
SUNRUN INC. -0.6%
NATIONAL FUEL GAS CO -0.5%
CLEAN HARBORS INC -0.5%
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