XLU - Utilities Sector SPDR Fund - Stock & Dividends

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

Electricity, Water, Gas, Renewable Energy

The Utilities Select Sector SPDR Fund is an exchange-traded fund (ETF) that aims to replicate the performance of a specific index. To achieve this, the fund invests at least 95% of its total assets in the securities that make up the index, providing investors with broad exposure to the utilities sector.

The index comprises securities from a range of industries, including electric utilities, water utilities, multi-utilities, independent power and renewable electricity producers, and gas utilities. This diversified portfolio allows investors to tap into the growth potential of companies that provide essential services, such as electricity, gas, and water, to households and businesses.

As a non-diversified fund, the Utilities Select Sector SPDR Fund is focused on a specific sector, which means it may be more susceptible to fluctuations in the utilities market. However, this concentrated approach can also provide investors with a higher potential for returns if the sector performs well.

With its listing on the NYSE Arca under the ticker symbol XLU, the fund offers investors a convenient way to access the utilities sector. Additionally, the fund's website, http://www.spdrs.com, provides investors with access to information, resources, and tools to help them make informed investment decisions.

As a US-domiciled fund, the Utilities Select Sector SPDR Fund is subject to US regulations and laws, providing investors with a level of transparency and oversight.

Drawdown (Underwater) Chart

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

Overall Trend and Yearly Seasonality

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

XLU ETF Overview

Market Cap in USD 14,510m
Category Utilities
TER 0.09%
IPO / Inception 1998-12-16

XLU ETF Ratings

Growth 5y 42.3
Fundamental -
Dividend 50.0
Rel. Performance vs Sector -
Analysts -
Fair Price Momentum 68.70 USD
Fair Price DCF -

XLU Dividends

Dividend Yield 12m 3.08%
Yield on Cost 5y 4.27%
Dividends CAGR 5y 2.36%
Payout Consistency 97.9%

XLU Growth Ratios

Growth 12m 9.80%
Growth Correlation 12m 53%
Growth Correlation 3m 2%
CAGR 5y 6.72%
CAGR/Mean DD 5y 0.76
Sharpe Ratio 12m 0.26
Alpha vs SP500 12m -8.12
Beta vs SP500 5y weekly 0.81
ValueRay RSI 67.61
Volatility GJR Garch 1y 16.78%
Price / SMA 50 1.6%
Price / SMA 200 11.22%
Current Volume 8353.2k
Average Volume 20d 9303.3k

External Links for XLU ETF

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Fund Manager Positions
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What is the price of XLU stocks?
As of July 27, 2024, the stock is trading at USD 71.17 with a total of 8,353,200 shares traded.
Over the past week, the price has changed by +1.48%, over one month by +3.46%, over three months by +8.39% and over the past year by +9.75%.
What are the forecast for XLU stock price target?
According to ValueRays Forecast Model, XLU Utilities Sector SPDR Fund will be worth about 76.1 in July 2025. The stock is currently trading at 71.17. This means that the stock has a potential upside of +6.96%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 76.1 6.96