Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
77.4%
% of XLU's 31 holdings also in ECLN
42.1%
% of ECLN's 60 holdings also in XLU
Overlap by Weight
Sector Drift (XLU minus ECLN)
Overlapping Holdings
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| Company | Weight in XLU |
Weight in ECLN |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN ELECTRIC POWER | 4.8% | 6.0% | 4.8% |
|
DUKE ENERGY CORP | 7.7% | 3.6% | 3.6% |
|
DOMINION RESOURCES INC/VA | 3.9% | 3.6% | 3.6% |
|
XCEL ENERGY INC | 3.3% | 3.7% | 3.3% |
|
SOUTHERN CO | 8.3% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
XLU Overweight Relative to ECLN
|
NEXTERA ENERGY GROUP | 11.1% |
|
SOUTHERN CO | 5.1% |
|
CONSTELLATION ENERGY CORPORATION | 4.5% |
|
DUKE ENERGY CORP | 4.2% |
|
EXELON CORP | 3.8% |
|
CONSOLIDATED EDISON INC | 3.1% |
|
P G & E CORP | 2.6% |
|
AMERICAN WATER WORKS CO INC | 2.0% |
|
EVERSOURCE ENERGY | 1.9% |
|
EDISON INTERNATIONAL | 1.8% |
XLU Underweight Relative to ECLN
|
CHENIERE ENERGY PARTNERS LP | -3.6% |
|
CLEARWAY ENERGY, INC. CLASS A | -3.5% |
|
NATIONAL FUEL GAS CO | -3.4% |
 |
TRANSCANADA CORP | -3.2% |
|
IDACORP INC | -2.6% |
|
ONE GAS INC | -2.1% |
|
FORTIS INC | -2.0% |
|
WILLIAMS COS INC | -2.0% |
|
BROOKFIELD RENEWABLE PARTNERS LP | -1.7% |
|
JACOBS SOLUTIONS INC. | -1.6% |