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

ETF | Utilities |

Last Closing

USD 79.3

Change

+0.61 (+0.78)%

Market Cap

USD 16.96B

Volume

6.58M

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: 2025-04-29 )

Largest Industry Peers for Utilities

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

+0.39 (+0.77%)

USD 1.70B
UTES Virtus Reaves Utilities ETF

+0.24 (+0.35%)

USD 0.39B
JHMU John Hancock Exchange-Traded F..

+0.08 (+0.30%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.24 (+0.58%)

N/A
IDU iShares U.S. Utilities ETF

+0.67 (+0.66%)

N/A
JXI iShares Global Utilities ETF

+0.52 (+0.73%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.18 (+0.69%)

N/A

ETFs Containing XLU

RHRX Starboard Investment Trus.. 15.76 % 0.00 %

+0.14 (+0.07%)

USD 0.01B
EMPB EA Series Trust 12.71 % 0.00 %

+0.02 (+0.07%)

N/A
TACK Fairlead Tactical Sector .. 12.55 % 0.00 %

+0.14 (+0.07%)

USD 0.21B
SNAV Collaborative Investment .. 8.82 % 0.00 %

+0.17 (+0.07%)

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

N/A

USD 7.80M
PSTR PeakShares Sector Rotatio.. 2.66 % 0.00 %

-0.03 (0.07%)

USD 0.02B
HOM 1.80 % 0.00 %

N/A

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

+0.25 (+0.07%)

N/A
FUT:CA 0.00 % 0.81 %

N/A

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

+0.13 (+0.07%)

USD 0.65B
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

+0.25 (+0.07%)

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

+0.25 (+0.07%)

N/A
XLSR SPDR® SSGA U.S. Sector R.. 0.00 % 0.00 %

+0.25 (+0.07%)

USD 0.63B
USHG 0.00 % 0.00 %

N/A

N/A
SSUS Day Hagan/Ned Davis Resea.. 0.00 % 0.00 %

+0.18 (+0.07%)

USD 0.50B
QPX AdvisorShares Q Dynamic G.. 0.00 % 0.00 %

+0.14 (+0.07%)

USD 0.02B
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 %

+0.02 (+0.07%)

USD 0.11B
RSPY 0.00 % 0.00 %

N/A

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

+0.14 (+0.07%)

USD 0.08B

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 4.77% 25% F 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.77% 25% F 81% B-
Trailing 12 Months  
Capital Gain 18.82% 38% F 85% B
Dividend Return 2.58% 88% B+ 47% F
Total Return 21.40% 63% D 85% B
Trailing 5 Years  
Capital Gain 38.49% 63% D 53% F
Dividend Return 17.36% 100% F 47% F
Total Return 55.86% 63% D 50% F
Average Annual (5 Year Horizon)  
Capital Gain 6.25% 75% C 58% F
Dividend Return 8.39% 50% F 58% F
Total Return 2.14% 38% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 13.14% 38% F 70% C-
Risk Adjusted Return 63.86% 38% F 76% C+
Market Capitalization 16.96B 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.