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

ETF | Utilities |

Last Closing

USD 79.44

Change

-1.87 (-2.30)%

Market Cap

USD 18.99B

Volume

0.02B

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: 2024-10-07 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
FUTY Fidelity® MSCI Utilities Inde..

-1.12 (-2.15%)

USD 1.51B
UTES Virtus Reaves Utilities ETF

-1.90 (-2.86%)

USD 0.23B
JHMU John Hancock Exchange-Traded F..

-0.02 (-0.07%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.62 (-1.60%)

N/A
IDU iShares U.S. Utilities ETF

-2.10 (-2.05%)

N/A
JXI iShares Global Utilities ETF

-1.39 (-1.98%)

N/A
VPU Vanguard Utilities Index Fund ..

-3.87 (-2.21%)

N/A

ETFs Containing XLU

RHRX Starboard Investment Trus.. 15.72 % 0.00 %

-0.11 (-0.27%)

USD 0.02B
THLV THOR Financial Technologi.. 14.13 % 0.00 %

-0.27 (-0.27%)

USD 0.05B
TACK Fairlead Tactical Sector .. 12.93 % 0.00 %

-0.33 (-0.27%)

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

-0.20 (-0.27%)

USD 0.21B
PSTR PeakShares Sector Rotatio.. 2.90 % 0.00 %

-0.08 (-0.27%)

USD 4.85M
SSUS Day Hagan/Ned Davis Resea.. 2.83 % 0.00 %

-0.41 (-0.27%)

USD 0.60B
HOM 1.80 % 0.00 %

N/A

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

-1.09 (-0.27%)

N/A
FUT:CA 0.00 % 0.81 %

N/A

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

-1.09 (-0.27%)

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

-1.09 (-0.27%)

N/A
USHG 0.00 % 0.00 %

N/A

N/A
FATT 0.00 % 0.00 %

N/A

N/A
CLSA 0.00 % 0.00 %

N/A

N/A
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.11 (-0.27%)

USD 0.16B
RSPY 0.00 % 0.00 %

N/A

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 25.44% 88% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.44% 88% B+ 83% B
Trailing 12 Months  
Capital Gain 37.39% 86% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.39% 86% B+ 81% B-
Trailing 5 Years  
Capital Gain 23.68% 75% C 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.68% 75% C 61% D-
Average Annual (5 Year Horizon)  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) N/A N/A N/A N/A N/A
Risk Adjusted Return N/A N/A N/A N/A N/A
Market Capitalization 18.99B 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.