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

ETF | Utilities |

Last Closing

USD 79.2

Change

+0.33 (+0.42)%

Market Cap

USD 17.53B

Volume

9.55M

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: 2025-03-17 )

Largest Industry Peers for Utilities

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

+0.23 (+0.45%)

USD 1.64B
UTES Virtus Reaves Utilities ETF

+0.47 (+0.72%)

USD 0.38B
JHMU John Hancock Exchange-Traded F..

+0.06 (+0.23%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.31 (+0.76%)

N/A
IDU iShares U.S. Utilities ETF

+0.61 (+0.60%)

N/A
JXI iShares Global Utilities ETF

+0.44 (+0.65%)

N/A
VPU Vanguard Utilities Index Fund ..

+0.82 (+0.48%)

N/A

ETFs Containing XLU

RHRX Starboard Investment Trus.. 15.29 % 0.00 %

+0.05 (+0.92%)

USD 0.01B
TDSC Cabana Target Drawdown 10.. 14.73 % 0.00 %

+0.32 (+0.92%)

USD 0.18B
TDSB Cabana Target Drawdown 7 .. 14.57 % 0.00 %

+0.09 (+0.92%)

USD 0.08B
TACK Fairlead Tactical Sector .. 12.35 % 0.00 %

+0.21 (+0.92%)

USD 0.21B
SNAV Collaborative Investment .. 9.27 % 0.00 %

+0.26 (+0.92%)

USD 0.03B
QPX AdvisorShares Q Dynamic G.. 5.62 % 0.00 %

+0.22 (+0.92%)

USD 0.02B
PRAE Northern Lights Fund Trus.. 2.70 % 0.00 %

+0.18 (+0.92%)

USD 9.43M
PSTR PeakShares Sector Rotatio.. 2.66 % 0.00 %

+0.25 (+0.92%)

USD 0.02B
HOM 1.80 % 0.00 %

N/A

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

+1.39 (+0.92%)

N/A
FUT:CA 0.00 % 0.81 %

N/A

N/A
HNDL Strategy Shares Nasdaq 7 .. 0.00 % 0.95 %

+0.28 (+0.92%)

USD 0.71B
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

+1.39 (+0.92%)

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

+1.39 (+0.92%)

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 %

+0.35 (+0.92%)

USD 0.13B
RSPY 0.00 % 0.00 %

N/A

N/A
THLV THOR Financial Technologi.. 0.00 % 0.00 %

+0.08 (+0.92%)

USD 0.09B

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 4.64% 38% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.64% 38% F 76% C+
Trailing 12 Months  
Capital Gain 25.26% 63% D 88% B+
Dividend Return 2.72% 88% B+ 45% F
Total Return 27.98% 63% D 88% B+
Trailing 5 Years  
Capital Gain 43.61% 63% D 39% F
Dividend Return 18.89% 100% F 41% F
Total Return 62.50% 63% D 35% F
Average Annual (5 Year Horizon)  
Capital Gain 6.10% 75% C 54% F
Dividend Return 8.24% 50% F 53% F
Total Return 2.14% 38% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.06% 38% F 71% C-
Risk Adjusted Return 63.12% 38% F 75% C
Market Capitalization 17.53B 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.