Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
EVUAX vs UPW
Shared holdings
25
EVUAX covered by UPW
59.95%
UPW covered by EVUAX
59.95%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
EVUAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NEXTERA ENERGY INC | 13.43% | |
| SOUTHERN CO | 6.43% | |
| CONSTELLATION ENERGY CORP | 6.40% | |
| ENTERGY CORP | 4.49% | |
| DUKE ENERGY CORP NEW | 4.28% | |
| AMERICAN ELECTRIC POWER CO INC | 4.24% | |
| ATMOS ENERGY CORP | 4.03% | |
| VISTRA CORP | 3.96% | |
| SEMPRA ENERGY | 3.64% | |
| AMEREN CORP | 3.17% | |
| CENTERPOINT ENERGY INC | 3.08% | |
| XCEL ENERGY INC | 3.01% | |
| ALPHABET INC CL A | 2.85% | |
| META PLATFORMS INC CL A | 2.73% | |
| CISCO SYSTEMS INC | 2.60% | |
| PUB SERV ENTERP | 2.59% | |
| DTE ENERGY CO | 2.58% | |
| ALLIANT ENERGY CORPORATION | 2.47% | |
| WEC ENERGY GROUP INC | 2.45% | |
| CMS ENERGY CORP | 2.31% | |
| AMERICAN TOWER CORP | 1.92% | |
| PPL CORPORATION | 1.68% | |
| EXELON CORP | 1.62% | |
| AMERICAN WATER WRKS COMPANY | 1.58% | |
| FIRSTENERGY CORP | 1.58% | |
| DOMINION ENERGY INC | 1.49% | |
| PG&E CORP | 1.40% | |
| ALLSPRING GOVERNMENT MONEY MAR | 1.37% | |
| WALT DISNEY CO/T | 1.17% | |
| NRG ENERGY INC | 1.14% | |
| AMGEN INC | 1.13% | |
| EVERSOURCE ENERGY | 1.13% | |
| HOME DEPOT INC | 1.05% | |
| VISA INC-CLASS A | 1.00% |
UPW (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| US ULTRA BOND CBT Sep25 | 29.29% | |
| NEXTERA ENERGY INC | 9.38% | |
| SOUTHERN CO | 5.15% | |
| CONSTELLATION ENERGY CORP | 4.95% | |
| DUKE ENERGY CORP NEW | 4.88% | |
| AMERICAN ELECTRIC POWER CO INC | 3.44% | |
| SEMPRA ENERGY | 3.02% | |
| VISTRA CORP | 2.66% | |
| DOMINION ENERGY INC | 2.59% | |
| EXELON CORP | 2.40% | |
| XCEL ENERGY INC | 2.37% | |
| ENTERGY CORP | 2.30% | |
| PUB SERV ENTERP | 2.06% | |
| PG&E CORP | 2.00% | |
| CONSOLIDATED EDISON INC | 1.95% | |
| WEC ENERGY GROUP INC | 1.83% | |
| NRG ENERGY INC | 1.65% | |
| DTE ENERGY CO | 1.48% | |
| AMEREN CORP | 1.48% | |
| ATMOS ENERGY CORP | 1.44% | |
| PPL CORPORATION | 1.38% | |
| EDISON INTL | 1.38% | |
| EVERSOURCE ENERGY | 1.37% | |
| CENTERPOINT ENERGY INC | 1.36% | |
| FIRSTENERGY CORP | 1.28% | |
| AMERICAN WATER WRKS COMPANY | 1.27% | |
| CMS ENERGY CORP | 1.14% | |
| NISOURCE INC | 1.09% | |
| EVERGY INC | 0.92% | |
| ALLIANT ENERGY CORPORATION | 0.89% | |
| AES CORP | 0.59% | |
| PINNACLE WEST CAPITAL CORP | 0.57% | |
| Repurchase Agreement | 0.41% |
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