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   

14

Number of overlapping holdings

46.7%

% of XLU's 30 holdings also in UTES

87.5%

% of UTES's 22 holdings also in XLU

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in XLU
Weight
in UTES
Overlap
P G & E CORP 4.1% 5.0% 4.1%
SOUTHERN CO 8.2% 3.8% 3.8%
XCEL ENERGY INC 3.6% 4.9% 3.6%
EDISON INTERNATIONAL 2.7% 4.5% 2.7%
PUBLIC SERVICE ENTERPRISE GP 3.5% 2.4% 2.4%

Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to UTES
NEXTERA ENERGY GROUP 12.6%
DUKE ENERGY CORP 7.5%
SEMPRA ENERGY 5.0%
SOUTHERN CO 4.4%
AMERICAN ELECTRIC POWER 4.4%
CONSTELLATION ENERGY CORPORATION 4.3%
DOMINION RESOURCES INC/VA 4.2%
CONSOLIDATED EDISON INC 3.4%
WEC ENERGY GROUP INC 2.8%
AMERICAN WATER WORKS CO INC 2.7%
XLU Underweight Relative to UTES
VISTRA ENERGY CORP. -5.2%
NISOURCE INC -3.3%
CMS ENERGY CORP -2.9%
PNM RESOURCES INC -2.4%
ATMOS ENERGY CORP -2.3%
PPL CORPORATION -2.2%
CENTERPOINT ENERGY INC -2.0%
EDISON INTERNATIONAL -1.7%
XCEL ENERGY INC -1.3%
P G & E CORP -1.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY