Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
94.4%
% of UTES's 20 holdings also in IDU
38.6%
% of IDU's 44 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 | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 17.6% | 11.2% | 11.2% |
|
CONSTELLATION ENERGY CORPORATION | 10.1% | 5.6% | 5.6% |
|
SEMPRA ENERGY | 4.7% | 4.2% | 4.2% |
|
VISTRA ENERGY CORP. | 8.7% | 3.7% | 3.7% |
|
PUBLIC SERVICE ENTERPRISE GP | 5.2% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to IDU
|
NEXTERA ENERGY GROUP | 6.4% |
|
VISTRA ENERGY CORP. | 5.0% |
|
CONSTELLATION ENERGY CORPORATION | 4.5% |
|
PINNACLE WEST CAPITAL | 4.0% |
|
PNM RESOURCES INC | 3.5% |
|
ENTERGY CORP | 3.4% |
|
CENTERPOINT ENERGY INC | 3.3% |
|
ATMOS ENERGY CORP | 3.2% |
|
DTE ENERGY COMPANY | 2.7% |
|
P G & E CORP | 2.0% |
UTES Underweight Relative to IDU
|
WASTE MANAGEMENT INC | -6.3% |
|
DUKE ENERGY CORP | -6.2% |
|
SOUTHERN CO | -4.9% |
|
AMERICAN ELECTRIC POWER | -3.6% |
|
DOMINION RESOURCES INC/VA | -3.4% |
|
REPUBLIC SERVICES INC | -3.2% |
|
XCEL ENERGY INC | -2.8% |
|
EXELON CORP | -2.7% |
|
CONSOLIDATED EDISON INC | -2.4% |
|
WEC ENERGY GROUP INC | -2.2% |