Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
90.0%
% of UTES's 22 holdings also in IDU
42.9%
% of IDU's 43 holdings also in UTES
Overlap by Weight
Sector Drift (UTES minus IDU)
Overlapping Holdings
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| Company | Weight in UTES |
Weight in IDU |
Overlap | |
|---|---|---|---|---|
 |
CONSTELLATION ENERGY CORPORATION | 9.3% | 4.6% | 4.6% |
|
NEXTERA ENERGY GROUP | 4.2% | 10.4% | 4.2% |
|
SEMPRA ENERGY | 6.6% | 3.2% | 3.2% |
|
PUBLIC SERVICE ENTERPRISE GP | 4.7% | 2.9% | 2.9% |
|
VISTRA ENERGY CORP. | 10.2% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to IDU
|
VISTRA ENERGY CORP. | 7.3% |
|
PNM RESOURCES INC | 4.9% |
|
IDACORP INC | 4.8% |
|
PINNACLE WEST CAPITAL | 4.7% |
|
CONSTELLATION ENERGY CORPORATION | 4.6% |
|
XCEL ENERGY INC | 4.2% |
|
CENTERPOINT ENERGY INC | 4.1% |
|
NISOURCE INC | 4.0% |
|
ATMOS ENERGY CORP | 3.8% |
|
SEMPRA ENERGY | 3.4% |
UTES Underweight Relative to IDU
|
SOUTHERN CO | -7.2% |
|
DUKE ENERGY CORP | -6.6% |
|
WASTE MANAGEMENT INC | -6.6% |
|
NEXTERA ENERGY GROUP | -6.2% |
|
AMERICAN ELECTRIC POWER | -4.1% |
|
REPUBLIC SERVICES INC | -3.5% |
|
DOMINION RESOURCES INC/VA | -3.3% |
|
EXELON CORP | -3.2% |
|
CONSOLIDATED EDISON INC | -2.7% |
|
WEC ENERGY GROUP INC | -2.4% |