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
OVERLAP
30%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
XLU
31
HOLDINGS
48%
ALSO IN IGF
IGF
74
HOLDINGS
21%
ALSO IN XLU
SECTOR DRIFT (XLU minus IGF)
OVERLAPPING HOLDINGS
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| Company | Weight in XLU |
Weight in IGF |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 11.0% | 4.5% | 4.5% |
|
CONSTELLATION ENERGY CORPORATION | 8.1% | 3.3% | 3.3% |
|
SOUTHERN CO | 7.9% | 3.3% | 3.3% |
|
DUKE ENERGY CORP | 7.2% | 3.0% | 3.0% |
|
VISTRA ENERGY CORP. | 5.3% | 2.2% | 2.2% |
XLU Overweight Relative to IGF
|
NEXTERA ENERGY GROUP | 6.4% |
|
CONSTELLATION ENERGY CORPORATION | 4.7% |
|
SOUTHERN CO | 4.6% |
|
DUKE ENERGY CORP | 4.2% |
|
VISTRA ENERGY CORP. | 3.1% |
|
AMERICAN ELECTRIC POWER | 2.7% |
|
NRG ENERGY INC | 2.5% |
|
SEMPRA ENERGY | 2.4% |
|
DOMINION RESOURCES INC/VA | 2.3% |
|
DTE ENERGY COMPANY | 2.2% |
XLU Underweight Relative to IGF
 |
TRANSURBAN GROUP | -5.2% |
 |
GRUPO AEROPORTUARIO PAC-ADR | -4.0% |
 |
ENBRIDGE INC | -3.8% |
 |
IBERDROLA SA | -3.3% |
 |
AUCKLAND INTL AIRPORT LTD | -2.9% |
|
WILLIAMS COS INC | -2.8% |
 |
GROUPE EUROTUNNEL SA - REGR | -2.5% |
|
GRUPO AEROPORTUARIO SUR-ADR | -2.3% |
 |
NATIONAL GRID PLC | -2.2% |
|
QUBE LOGISTICS HOLDINGS LTD | -2.2% |