IDU vs FUTY: Holdings Overlap
iShares · 44 holdings · $1.5B · as of 2026-04-30
FUTYFidelity MSCI Utilities Index ETF
Fidelity · 63 holdings · $2.3B · as of 2026-04-30
How similar are IDU and FUTY?
iShares U.S. Utilities ETF (IDU, by iShares) holds 44 positions; Fidelity MSCI Utilities Index ETF (FUTY, by Fidelity) holds 63. They have 40 holdings in common, and by portfolio weight the two funds are 90.8% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 90.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 40IDU holds 44 · FUTY holds 63
- Weight in Shared Holdings
- IDU 91%·FUTY 94%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IDU
4 of 44 positions (8.9% of the fund) are not held by FUTY.
Sector Breakdown
| Sector | IDU | FUTY |
|---|---|---|
| Utilities | 91.2% | 99.8% |
| Industrials | 8.6% | 0.0% |
| Other Sectors | 0.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IDU | -4.3% | +3.5% | +2.8% | +14.4% | +8.5% | +8.6% | 2.27% |
| FUTY | -4.3% | +3.5% | +3.8% | +14.2% | +8.2% | +8.8% | 2.68% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IDU vs FUTY →
Shared Holdings(40)
The top 10 shared positions account for 56% of the overlap, led by NEE, SO and DUK.
 NEENextEra Energy Inc COM | 12.22% | 12.57% | 12.22% |
|---|---|---|---|
 SOSouthern Co. (The) | 6.38% | 6.64% | 6.38% |
 DUKDuke Energy Corp COM NEW | 6.03% | 6.29% | 6.03% |
 CEGConstellation Energy Corp. COM | 5.84% | 6.01% | 5.84% |
 AEPAmerican Electric Power Co, Inc. COM | 4.39% | 4.57% | 4.39% |
 SRESempra COM | 3.71% | 3.87% | 3.71% |
 DDominion Energy Inc COM | 3.29% | 3.44% | 3.29% |
 VSTVistra Corp. COMMON STOCK | 3.20% | 3.34% | 3.20% |
 ETREntergy Corporation COM | 3.15% | 3.29% | 3.15% |
 XELXcel Energy Inc COM | 2.94% | 3.06% | 2.94% |
 EXCExelon Corp. COM | 2.78% | 2.90% | 2.78% |
 PEGPublic Service Enterprise Group Incorporated COM | 2.44% | 2.54% | 2.44% |
 EDConsolidated Edison, Inc. COM | 2.40% | 2.51% | 2.40% |
 WECWEC Energy Group Inc. COM | 2.30% | 2.39% | 2.30% |
 PCGPG&E Corporation COM | 2.18% | 2.28% | 2.18% |
 NRGNRG Energy, Inc. COM NEW | 1.91% | 1.96% | 1.91% |
 DTEDTE Energy Co. COM | 1.88% | 1.97% | 1.88% |
 AEEAmeren Corp. COM | 1.84% | 1.92% | 1.84% |
 ATOAtmos Energy Corp. COM | 1.82% | 1.92% | 1.82% |
 CNPCenterpoint Energy Inc COM | 1.70% | 1.78% | 1.70% |
 PPLPPL Corporation COM | 1.66% | 1.73% | 1.66% |
 ESEversource Energy COM | 1.59% | 1.65% | 1.59% |
 EIXEdison International COM | 1.59% | 1.67% | 1.59% |
 FEFirstEnergy Corp. COM | 1.56% | 1.63% | 1.56% |
 AWKAmerican Water Works Company, Inc. COM | 1.50% | 1.56% | 1.50% |
Frequently Asked Questions
How much do IDU and FUTY overlap?
IDU and FUTY overlap by 90.8% of portfolio weight. They share 40 holdings (IDU holds 44 positions and FUTY holds 63), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IDU and FUTY?
The two portfolios are 90.8% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of IDU and FUTY?
The largest positions held by both funds are NEE, SO, DUK, CEG and AEP. Together the top 10 shared positions account for 56% of the total overlap.
What does IDU own that FUTY doesn't?
4 positions (8.9% of IDU) are unique to IDU, led by WM, RSG and CLH. In the other direction, 23 positions (5.4% of FUTY) are unique to FUTY.