Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

USMV: generated Aug 1, 2026, 11:40 AM (as of 2026-07-30); IDU: generated Aug 1, 2026, 3:00 AM (as of 2026-07-30).

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USMV vs IDU

Current snapshot · Current snapshot

Portfolio statistics

USMV

Largest holding: WELL · 1.574%
Top 10 concentration: 15.07%
Gross exposure: 15.07%
Net exposure: 15.07%

IDU

Largest holding: NEE · 11.26%
Top 10 concentration: 51.90%
Gross exposure: 51.90%
Net exposure: 51.90%

Holdings overlap

Based on returned holdings.

ETF A

USMV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: WELL · 1.574%

2.894%weighted overlap

ETF B

IDU

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NEE · 11.26%

Holdings universe18 distinct mapped tickers in the returned rows

2 shared

Only USMV 8Shared 2Only IDU 8

Largest allocation differences

NEENEXTERA ENERGY INC11.26% gap

0.000%11.26%

CEGCONSTELLATION ENERGY CORP5.185% gap

0.000%5.185%

WMWASTE MANAGEMENT INC5.167% gap

0.000%5.167%

SOSOUTHERN5.091% gap

1.439%6.530%

DUKDUKE ENERGY CORP4.579% gap

1.456%6.034%

AEPAMERICAN ELECTRIC POWER INC4.270% gap

0.000%4.270%

DDOMINION ENERGY INC3.763% gap

0.000%3.763%

SRESEMPRA3.592% gap

0.000%3.592%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	USMV	IDU
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by2

Ticker	Company	USMV weight	IDU weight	Absolute difference
SO	SOUTHERN	1.439%	6.530%	5.091%
DUK	DUKE ENERGY CORP	1.456%	6.034%	4.579%