Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

XLU: generated Jul 31, 2026, 5:14 PM (as of 2026-07-30); IFRA: generated Aug 1, 2026, 2:57 AM (as of 2026-07-30).

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XLU vs IFRA

Current snapshot · Current snapshot

Portfolio statistics

XLU

Largest holding: NEE · 13.12%
Top 10 concentration: 57.77%
Gross exposure: 57.77%
Net exposure: 57.77%

IFRA

Largest holding: UNP · 4.296%
Top 10 concentration: 32.52%
Gross exposure: 32.52%
Net exposure: 32.52%

Holdings overlap

Based on returned holdings.

ETF A

XLU

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NEE · 13.12%

12.42%weighted overlap

ETF B

IFRA

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: UNP · 4.296%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only XLU 6Shared 4Only IFRA 6

Largest allocation differences

NEENEXTERA ENERGY INC8.984% gap

13.12%4.140%

AEPAMERICAN ELECTRIC POWER4.976% gap

4.976%0.000%

SOSOUTHERN CO/THE4.614% gap

7.611%2.997%

DDOMINION ENERGY INC4.389% gap

4.389%0.000%

UNPUNION PACIFIC CORP4.296% gap

0.000%4.296%

DUKDUKE ENERGY CORP4.271% gap

7.045%2.774%

SRESEMPRA4.191% gap

4.191%0.000%

CATCATERPILLAR INC3.616% gap

0.000%3.616%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	XLU	IFRA
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 by4

Ticker	Company	XLU weight	IFRA weight	Absolute difference
NEE	NEXTERA ENERGY INC	13.12%	4.140%	8.984%
SO	SOUTHERN CO/THE	7.611%	2.997%	4.614%
DUK	DUKE ENERGY CORP	7.045%	2.774%	4.271%
CEG	CONSTELLATION ENERGY	6.030%	2.513%	3.518%