ETF comparison

IDU vs USMV overlap

Compare IDU ETF and USMV ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap10.18%

17 shared holdings

IDU expense0.00%

Unknown

USMV expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

DUKDUKE ENERGY CORP

1.52%overlap weight

SOSOUTHERN

1.49%overlap weight

WMWASTE MANAGEMENT INC

1.47%overlap weight

EDCONSOLIDATED EDISON INC

1.32%overlap weight

RSGREPUBLIC SERVICES INC

1.26%overlap weight

WECWEC ENERGY GROUP INC

0.89%overlap weight

Interpretation

Should you own both IDU and USMV?

IDU and USMV share 17 tracked holdings with 10.18% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.