Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
22.0%
% of CDL's 102 holdings also in IDU
50.0%
% of IDU's 44 holdings also in CDL
Overlap by Weight
Sector Drift (CDL minus IDU)
Overlapping Holdings
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| Company | Weight in CDL |
Weight in IDU |
Overlap | |
|---|---|---|---|---|
 |
DUKE ENERGY CORP | 1.4% | 6.3% | 1.4% |
|
SOUTHERN CO | 1.3% | 7.0% | 1.3% |
|
PUBLIC SERVICE ENTERPRISE GP | 1.3% | 3.1% | 1.3% |
|
CONSOLIDATED EDISON INC | 1.3% | 2.5% | 1.3% |
|
SEMPRA ENERGY | 1.2% | 3.7% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
CDL Overweight Relative to IDU
|
COCA-COLA CO/THE | 1.7% |
|
PHILIP MORRIS INTERNATIONAL | 1.6% |
|
KIMBERLY-CLARK CORP | 1.5% |
|
KINDER MORGAN INC | 1.5% |
|
WILLIAMS COS INC | 1.4% |
|
ALTRIA GROUP INC | 1.4% |
|
LOCKHEED MARTIN CORP | 1.4% |
|
PEPSICO INC | 1.3% |
|
JOHNSON & JOHNSON | 1.3% |
|
ABBVIE INC | 1.3% |
CDL Underweight Relative to IDU
|
NEXTERA ENERGY GROUP | -11.1% |
|
WASTE MANAGEMENT INC | -6.1% |
|
CONSTELLATION ENERGY CORPORATION | -6.0% |
|
SOUTHERN CO | -5.6% |
|
DUKE ENERGY CORP | -4.9% |
|
VISTRA ENERGY CORP. | -3.1% |
|
REPUBLIC SERVICES INC | -3.0% |
|
P G & E CORP | -3.0% |
|
AMERICAN ELECTRIC POWER | -2.6% |
|
SEMPRA ENERGY | -2.5% |