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   

19

Number of overlapping holdings

63.3%

% of XLU's 30 holdings also in UTES

90.5%

% of UTES's 21 holdings also in XLU

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

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Company Weight
in XLU
Weight
in UTES
Overlap
NEXTERA ENERGY GROUP 13.4% 9.5% 9.5%
CONSTELLATION ENERGY CORPORATION 6.0% 7.9% 6.0%
SEMPRA ENERGY 4.6% 6.0% 4.6%
SOUTHERN CO 8.0% 4.0% 4.0%
P G & E CORP 3.7% 7.1% 3.7%

Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to UTES
DUKE ENERGY CORP 7.7%
AMERICAN ELECTRIC POWER 4.6%
DOMINION RESOURCES INC/VA 4.3%
SOUTHERN CO 4.0%
NEXTERA ENERGY GROUP 3.9%
CONSOLIDATED EDISON INC 3.2%
WEC ENERGY GROUP INC 2.7%
AMERICAN WATER WORKS CO INC 2.4%
EVERSOURCE ENERGY 2.1%
FIRSTENERGY CORP 2.1%
XLU Underweight Relative to UTES
VISTRA ENERGY CORP. -7.7%
PUBLIC SERVICE ENTERPRISE GP -3.8%
PNM RESOURCES INC -3.6%
PINNACLE WEST CAPITAL -3.6%
P G & E CORP -3.4%
NISOURCE INC -3.4%
CENTERPOINT ENERGY INC -2.8%
EDISON INTERNATIONAL -2.7%
DTE ENERGY COMPANY -2.5%
ATMOS ENERGY CORP -2.4%
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