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.

AI improved, may contain errors or wrong assumptions

Drawdown (Underwater) Chart

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

XLU ETF Overview

Market Cap in USD 12,804m
Category Utilities
TER 0.09%
IPO / Inception 1998-12-16

XLU ETF Ratings

Fundamental -
Dividend 6.82
Growth 5y 2.78
Rel. Performance vs Sector -
Analysts -
Fair Price Total Ret. 57.10
Fair Price DCF -

XLU Dividends

Yield 12m 3.46%
Yield on Cost 5y 4.39%
Dividends CAGR 5y 2.36%
Payout Consistency 97.9%

XLU Growth Ratios

Growth 12m 0.36%
Growth Correlation 12m -43%
Growth Correlation 3m -36%
CAGR 5y 4.92%
CAGR / Mean Drawdown 0.59
Sharpe Ratio 12m -0.27
Alpha vs SP500 12m -24.56
Beta vs SP500 5y weekly 0.79
CAPM 7.41%
Average Daily Range 2m 1.44%
Regime Oscillator 69.66
Volatility GJR Garch 1y 16.92%
Price / SMA 50 0.02%
Price / SMA 200 -0.51%
Current Volume 11491.4k
Average Volume 20d 17062.1k

External Links for XLU ETF

News
Wall Street JournalBenzingaYahoo Finance
Tweets
X (Twitter)Stocktwits
Fund Manager Positions
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What is the price of XLU stocks?
As of February 29, 2024, the stock is trading at USD 62.08 with a total of 11,491,400 shares traded.
Over the past week, the price has changed by +0.13%, over one month by +0.78%, over three months by -0.52% and over the past year by -3.02%.
Why is XLU stock down?
Check with which Index or Commodity XLU has the highest Correlation, do they have a common driver?
Review the Fundamentals to find weaknesses (Debt, low returns). Check the Performance of the Peer-Group to find out, if the entire sector is under pressure.
Period Return XLU Return S&P 500
1 Month 0.78% 3.05%
3 Months -0.52% 11.73%
12 Months -3.02% 29.22%
What is the forecast for XLU stock price target?
According to ValueRays Forecast Model, XLU Utilities Sector SPDR Fund will be worth about 63.3 in February 2025. The stock is currently trading at 62.08. This means that the stock has a potential upside of +2.01%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 63.3 2.0%