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 14.7% 12.5% 12.5%
SOUTHERN CO 8.2% 7.0% 7.0%
DUKE ENERGY CORP 7.8% 6.6% 6.6%
SEMPRA ENERGY 4.9% 4.1% 4.1%
EXELON CORP 4.4% 3.7% 3.7%

Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to IDU
NEXTERA ENERGY GROUP 2.2%
SOUTHERN CO 1.2%
DUKE ENERGY CORP 1.1%
SEMPRA ENERGY 0.7%
EXELON CORP 0.6%
AMERICAN ELECTRIC POWER 0.6%
DOMINION RESOURCES INC/VA 0.6%
CONSTELLATION ENERGY CORPORATION 0.5%
XCEL ENERGY INC 0.5%
CONSOLIDATED EDISON INC 0.5%
XLU Underweight Relative to IDU
WASTE MANAGEMENT INC -5.9%
REPUBLIC SERVICES INC -2.8%
VISTRA ENERGY CORP. -1.1%
ESSENTIAL UTILITIES, INC. -0.8%
CLEAN HARBORS INC -0.8%
OGE ENERGY CORP -0.6%
UGI CORP -0.5%
IDACORP INC -0.4%
NATIONAL FUEL GAS CO -0.4%
STERICYCLE INC -0.4%
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