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UTSL vs IDU

Shared holdings
31
UTSL covered by IDU
55.91%
IDU covered by UTSL
55.91%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

UTSL (April 30, 2026)

SecurityWeight
DREYFUS GOVT CASH MGMT FUND23.87%
US ULTRA BOND CBT Sep2514.63%
NEXTERA ENERGY INC7.86%
DREYFUS TRSRY SECURITIES CASH MGMT5.10%
SOUTHERN CO4.11%
DUKE ENERGY CORP NEW3.89%
CONSTELLATION ENERGY CORP3.76%
AMERICAN ELECTRIC POWER CO INC2.86%
SEMPRA ENERGY2.39%
DOMINION ENERGY INC2.12%
ENTERGY CORP2.06%
VISTRA CORP1.94%
XCEL ENERGY INC1.89%
EXELON CORP1.81%
PUB SERV ENTERP1.57%
CONSOLIDATED EDISON INC1.55%
WEC ENERGY GROUP INC1.48%
PG&E CORP1.41%
NRG ENERGY INC1.27%
DTE ENERGY CO1.22%
ATMOS ENERGY CORP1.21%
AMEREN CORP1.21%
CENTERPOINT ENERGY INC1.10%
PPL CORPORATION1.07%
EDISON INTL1.03%
EVERSOURCE ENERGY1.02%
AMERICAN WATER WRKS COMPANY0.97%
FIRSTENERGY CORP0.95%
CMS ENERGY CORP0.91%
NISOURCE INC0.89%
EVERGY INC0.74%
ALLIANT ENERGY CORPORATION0.73%
GOLDMAN FINL SQ TRSRY INST 5060.49%
PINNACLE WEST CAPITAL CORP0.48%
AES CORP0.40%
GOLDMAN SACHS FIN GOV 465 INSTITUT0.00%

IDU (Jan. 31, 2026)

SecurityWeight
NEXTERA ENERGY INC11.75%
SOUTHERN CO6.30%
DUKE ENERGY CORP NEW6.05%
CONSTELLATION ENERGY CORP5.63%
WASTE MANAGEMENT INC5.27%
AMERICAN ELECTRIC POWER CO INC4.10%
SEMPRA ENERGY3.64%
VISTRA CORP3.43%
DOMINION ENERGY INC3.29%
EXELON CORP2.90%
XCEL ENERGY INC2.88%
REPUBLIC SVCS2.79%
ENTERGY CORP2.74%
PUB SERV ENTERP2.63%
CONSOLIDATED EDISON INC2.46%
WEC ENERGY GROUP INC2.31%
PG&E CORP2.17%
NRG ENERGY INC1.84%
AMEREN CORP1.79%
DTE ENERGY CO1.78%
PPL CORPORATION1.72%
ATMOS ENERGY CORP1.71%
FIRSTENERGY CORP1.66%
CENTERPOINT ENERGY INC1.66%
EVERSOURCE ENERGY1.64%
AMERICAN WATER WRKS COMPANY1.61%
EDISON INTL1.52%
CMS ENERGY CORP1.39%
NISOURCE INC1.35%
EVERGY INC1.13%
ALLIANT ENERGY CORPORATION1.08%
TALEN ENERGY CORP1.01%
CLEAN HARBORS INC0.84%
BlackRock Cash Funds: Institutional, SL Agency Shares0.73%
PINNACLE WEST CAPITAL CORP0.71%
ESSENTIAL UTILITIES INC0.70%
AES CORP0.67%
OGE ENERGY CORP0.56%
UGI CORP NEW0.55%
NATL FUEL GAS CO0.48%
IDACORP INC0.46%
BROOKFIELD RENEW0.36%
MDU RESOURCES GROUP INC0.27%
CLEARWAY ENERGY INC CL C0.19%
BlackRock Cash Funds: Treasury, SL Agency Shares0.17%
CLEARWAY ENERGY INC0.08%
XAU UTILITIES MAR260.00%

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