XLU:NYE-Utilities Select Sector SPDR® Fund (USD)

ETF | Utilities |

Last Closing

USD 80.42

Change

0.00 (0.00)%

Market Cap

USD 18.41B

Volume

7.40M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

ETFs Containing XLU

RHRX Starboard Investment Trus.. 15.34 % 0.00 %

N/A

USD 0.02B
THLV THOR Financial Technologi.. 13.99 % 0.00 %

N/A

USD 0.05B
TACK Fairlead Tactical Sector .. 12.55 % 0.00 %

N/A

USD 0.21B
TDSC Cabana Target Drawdown 10.. 10.28 % 0.00 %

N/A

USD 0.21B
SSUS Day Hagan/Ned Davis Resea.. 2.90 % 0.00 %

N/A

USD 0.60B
PSTR PeakShares Sector Rotatio.. 2.80 % 0.00 %

N/A

USD 4.85M
HOM 1.80 % 0.00 %

N/A

N/A
EQL ALPS Equal Sector Weight .. 0.00 % 0.15 %

N/A

N/A
FUT:CA 0.00 % 0.81 %

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N/A
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

N/A

N/A
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

N/A

N/A
GDMA 0.00 % 0.00 %

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USHG 0.00 % 0.00 %

N/A

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FATT 0.00 % 0.00 %

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CLSA 0.00 % 0.00 %

N/A

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CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

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USD 0.16B
RSPY 0.00 % 0.00 %

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N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.99% 88% B+ 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.99% 88% B+ 84% B
Trailing 12 Months  
Capital Gain 36.47% 86% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.47% 86% B+ 81% B-
Trailing 5 Years  
Capital Gain 24.22% 75% C 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.22% 75% C 63% D
Average Annual (5 Year Horizon)  
Capital Gain 2.55% N/A N/A 47% F
Dividend Return 4.65% N/A N/A 46% F
Total Return 2.09% N/A N/A 47% F
Risk Return Profile  
Volatility (Standard Deviation) 10.44% N/A N/A 77% C+
Risk Adjusted Return 44.51% N/A N/A 61% D-
Market Capitalization 18.41B 100% F 90% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.