DVY vs XLU: how much do they overlap?
iShares Select Dividend ETF (DVY) · Utilities Select Sector SPDR ETF (XLU)
overlap by weight · 19 shared holdings
DVY: 100 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
DVY 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 DVY | in XLU |
|---|---|---|---|
| EDISON INTERNATIONAL | EIX | 1.53% | 2.03% |
| DOMINION ENERGY INC | D | 1.43% | 4.32% |
| EVERSOURCE ENERGY | ES | 1.38% | 1.97% |
| FIRSTENERGY CORP | FE | 1.19% | 1.75% |
| WEC ENERGY GROUP INC | WEC | 1.15% | 2.65% |
| EXELON CORP | EXC | 1.13% | 3.36% |
| DTE ENERGY COMPANY | DTE | 1.11% | 2.2% |
| ALLIANT ENERGY CORP | LNT | 1.05% | 1.38% |
| AMERICAN ELECTRIC POWER COMPANY INC | AEP | 1.03% | 5.15% |
| PPL CORP | PPL | 1.01% | 1.9% |
FAQ
How much do DVY and XLU overlap?
DVY and XLU have a 20.4% overlap by weight, sharing 19 holdings (out of 100 in DVY and 32 in XLU), based on official issuer holdings as of 2026-04-30.
What does 20.4% overlap mean?
DVY and XLU hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DVY and XLU both hold?
The largest shared positions are EDISON INTERNATIONAL, DOMINION ENERGY INC, EVERSOURCE ENERGY, FIRSTENERGY CORP, WEC ENERGY GROUP INC. The full list of top shared holdings with weights in each fund is shown on this page.