ETF comparison
IDU vs XLU
Both Utilities.
iShares U.S. Utilities ETF · State Street Utilities Select Sector SPDR ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of IDU and XLU would leave roughly 86.7% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLU is 30 bps cheaper than IDU. On a $100,000 position that's about $300/yr more in fees for IDU.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IDU vs XLU.
Top shared holdings
31 shared in total| # | Holding | In IDU | In XLU | Overlap |
|---|---|---|---|---|
| 1 | NEXTERA ENERGY, INC. | 12.22% | 13.59% | 12.22% |
| 2 | THE SOUTHERN COMPANY | 6.38% | 7.47% | 6.38% |
| 3 | DUKE ENERGY CORPORATION | 6.03% | 7.15% | 6.03% |
| 4 | CONSTELLATION ENERGY CORPORATION. | 5.84% | 6.11% | 5.84% |
| 5 | AMERICAN ELECTRIC POWER COMPANY, INC. | 4.39% | 4.98% | 4.39% |
| 6 | SEMPRA | 3.71% | 4.46% | 3.71% |
| 7 | Dominion Energy, Inc. | 3.29% | 3.71% | 3.29% |
| 8 | VISTRA CORP. | 3.20% | 3.36% | 3.20% |
| 9 | ENTERGY CORPORATION | 3.15% | 3.57% | 3.15% |
| 10 | Xcel Energy Inc. | 2.94% | 3.30% | 2.94% |
| 11 | EXELON CORPORATION | 2.78% | 3.52% | 2.78% |
| 12 | PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | 2.44% | 2.84% | 2.44% |
Only in IDU
13 total- WASTE MANAGEMENT, INC. 5.15%
- REPUBLIC SERVICES, INC. 2.54%
- TALEN ENERGY CORP 1.01%
- CLEAN HARBORS, INC. 0.95%
- Essential Utilities, Inc. 0.64%
- OGE ENERGY CORP. 0.61%
- IDACORP, INC. 0.48%
- NATIONAL FUEL GAS COMPANY 0.48%
- UGI CORPORATION 0.46%
- BROOKFIELD RENEWABLE CORPORATION 0.29%
Only in XLU
1 total- State Street Global Advisors 0.05%
Open IDU or XLU at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.