Utilities Sector SPDR Fund (XLU) - Stock & Dividends

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y8865 • Utilities

The Utilities Select Sector SPDR® Fund (NYSE ARCA:XLU) utilizes a replication strategy to mirror the index's performance, investing mainly in securities from industries like electric utilities, water utilities, multi-utilities, independent power, renewable electricity producers, and gas utilities. The fund puts at least 95% of its assets into index securities to stay aligned with the benchmark.

As a non-diversified fund, XLU offers exposure to specific sectors within the utilities industry. This focus on utilities can provide investors with targeted exposure to industries that historically offer stable dividends and growth potential. Investors may consider XLU as part of a diversified investment portfolio to potentially enhance income generation and sector-specific investments.

For more information about the Utilities Select Sector SPDR® Fund and its investment opportunities, you can visit their official website at http://www.spdrs.com. The fund is domiciled in the United States and is designed to track the performance of various sectors within the utilities industry, offering investors a specific focus in this sector for potential long-term growth and stability.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for Utilities Sector SPDR Fund (XLU) - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for Utilities Sector SPDR Fund (XLU) - Stock & Dividends

XLU ETF Overview

Market Cap in USD 12,357m
Category Utilities
TER 0.09%
IPO / Inception 1998-12-16

XLU ETF Ratings

Growth 5y 3.42
Fundamental -
Dividend 6.78
Rel. Performance vs Sector -
Analysts -
Fair Price Momentum 61.91 USD
Fair Price DCF -

XLU Dividends

Yield 12m 3.25%
Yield on Cost 5y 4.42%
Dividends CAGR 5y 2.36%
Payout Consistency 97.9%

XLU Growth Ratios

Growth 12m 0.21%
Growth Correlation 12m -13%
Growth Correlation 3m 73%
CAGR 5y 6.32%
Sharpe Ratio 12m -0.29
Alpha vs SP500 12m -19.84
Beta vs SP500 5y weekly 0.80
ValueRay RSI 96.63
Volatility GJR Garch 1y 14.88%
Price / SMA 50 5.37%
Price / SMA 200 8.04%
Current Volume 15294.3k
Average Volume 20d 14221k

External Links for XLU ETF

News
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Fund Manager Positions
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What is the price of XLU stocks?
As of April 26, 2024, the stock is trading at USD 66.92 with a total of 15,294,334 shares traded.
Over the past week, the price has changed by +3.85%, over one month by +4.30%, over three months by +10.56% and over the past year by -0.97%.
What is the forecast for XLU stock price target?
According to ValueRays Forecast Model, XLU Utilities Sector SPDR Fund will be worth about 68.7 in April 2025. The stock is currently trading at 66.92. This means that the stock has a potential upside of +2.72%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 68.7 2.72