ETF comparison
IDU vs NLR
Both Utilities.
Holdings overlap
3 positions appear in both funds. Buying equal dollars of IDU and NLR would leave roughly 7.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IDU is 15 bps cheaper than NLR. On a $100,000 position that's about $150/yr more in fees for NLR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IDU vs NLR.
Top shared holdings
3 shared in total| # | Holding | In IDU | In NLR | Overlap |
|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORPORATION. | 5.20% | 8.04% | 5.20% |
| 2 | PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | 2.36% | 7.09% | 2.36% |
| 3 | Oklo Inc | 0.34% | 5.22% | 0.34% |
Only in IDU
42 total- NEXTERA ENERGY, INC. 11.20%
- THE SOUTHERN COMPANY 6.59%
- DUKE ENERGY CORPORATION 6.03%
- WASTE MANAGEMENT, INC. 5.21%
- AMERICAN ELECTRIC POWER COMPANY, INC. 4.30%
- Dominion Energy, Inc. 3.76%
- SEMPRA 3.57%
- VISTRA CORP. 3.08%
- ENTERGY CORPORATION 3.04%
- Xcel Energy Inc. 3.01%
Only in NLR
22 total- Cameco Corp 8.41%
- BWX Technologies Inc 6.78%
- Fortum Oyj 5.75%
- Centrus Energy Corp 5.05%
- Uranium Energy Corp 4.99%
- NexGen Energy Ltd 4.97%
- Denison Mines Corp 4.77%
- NuScale Power Corp 4.76%
- Energy Fuels Inc/Canada 4.67%
- NAC Kazatomprom JSC 4.38%
Related comparisons
More comparisons with IDU
- IDU vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- IDU vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- IDU vs FUTY · Fidelity MSCI Utilities Index ETF 90.0%
- IDU vs VPU · Vanguard Utilities Index Fund ETF Shares 89.9%
- IDU vs XLU · State Street Utilities Select Sector SPDR ETF 85.6%
More comparisons with NLR
- NLR vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- NLR vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- NLR vs VPU · Vanguard Utilities Index Fund ETF Shares 8.8%
- NLR vs XLU · State Street Utilities Select Sector SPDR ETF 8.4%
- NLR vs FUTY · Fidelity MSCI Utilities Index ETF 8.1%
Percentages are holdings overlap with the named fund.
Open IDU or NLR at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.