DGRO vs XLU: how much do they overlap?
iShares Core Dividend Growth ETF (DGRO) · Utilities Select Sector SPDR ETF (XLU)
overlap by weight · 21 shared holdings
DGRO: 394 holdings (as of 2026-04-30) · XLU: 32 holdings (as of 09-Jul-2026)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
DGRO and XLU hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in DGRO | in XLU |
|---|---|---|---|
| NEXTERA ENERGY INC | NEE | 1.23% | 12.85% |
| DUKE ENERGY CORP | DUK | 0.73% | 6.91% |
| SOUTHERN COMPANY (THE) | SO | 0.72% | 7.59% |
| AMERICAN ELECTRIC POWER COMPANY INC | AEP | 0.45% | 5.15% |
| SEMPRA | SRE | 0.38% | 4.38% |
| XCEL ENERGY INC | XEL | 0.3% | 3.49% |
| ENTERGY CORP | ETR | 0.29% | 3.69% |
| CONSOLIDATED EDISON INC | ED | 0.28% | 2.88% |
| WEC ENERGY GROUP INC | WEC | 0.27% | 2.65% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | PEG | 0.27% | 2.83% |
FAQ
How much do DGRO and XLU overlap?
DGRO and XLU have a 6.4% overlap by weight, sharing 21 holdings (out of 394 in DGRO and 32 in XLU), based on official issuer holdings as of 2026-04-30.
What does 6.4% overlap mean?
DGRO and XLU hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DGRO and XLU both hold?
The largest shared positions are NEXTERA ENERGY INC, DUKE ENERGY CORP, SOUTHERN COMPANY (THE), AMERICAN ELECTRIC POWER COMPANY INC, SEMPRA. The full list of top shared holdings with weights in each fund is shown on this page.