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 various 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 to consumers and businesses.

As a non-diversified fund, the Utilities Select Sector SPDR Fund may invest a larger portion of its assets in a smaller number of securities, which can increase its exposure to market fluctuations. However, this approach can also provide investors with a more targeted investment in the utilities sector.

With its listing on the NYSE Arca exchange under the ticker symbol XLU, the fund offers investors a convenient and liquid way to invest in the utilities sector. Additionally, the fund is managed by State Street Global Advisors, a leading asset management firm with a strong track record of managing ETFs.

For more information about the Utilities Select Sector SPDR Fund, investors can visit the fund's website at http://www.spdrs.com. The fund is domiciled in the United States and is subject to the regulations and laws of the US securities market.

Drawdown (Underwater) Chart

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

XLU ETF Overview

Market Cap in USD 18,946m
Category Utilities
TER 0.09%
IPO / Inception 1998-12-16

XLU ETF Ratings

Growth 5y 57.5
Fundamental -
Dividend 53.5
Rel. Performance vs Sector -
Analysts -
Fair Price Momentum 85.47 USD
Fair Price DCF -

XLU Dividends

Dividend Yield 12m 2.71%
Yield on Cost 5y 4.00%
Dividends CAGR 5y 2.36%
Payout Consistency 97.9%

XLU Growth Ratios

Growth 12m 46.54%
Growth Correlation 12m 93.5%
Growth Correlation 3m 96.5%
CAGR 5y 8.10%
CAGR/Mean DD 5y 0.92
Sharpe Ratio 12m 2.64
Alpha vs SP500 12m 12.94
Beta vs SP500 5y weekly 0.80
ValueRay RSI 73.94
Volatility GJR Garch 1y 15.06%
Price / SMA 50 4.99%
Price / SMA 200 18.89%
Current Volume 7296.1k
Average Volume 20d 11129.9k

External Links for XLU ETF

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What is the price of XLU stocks?
As of October 22, 2024, the stock is trading at USD 81.63 with a total of 7,296,079 shares traded.
Over the past week, the price has changed by +1.72%, over one month by +2.63%, over three months by +16.21% and over the past year by +42.86%.
What are the forecast for XLU stock price target?
According to ValueRays Forecast Model, XLU Utilities Sector SPDR Fund will be worth about 94.3 in October 2025. The stock is currently trading at 81.63. This means that the stock has a potential upside of +15.55%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 94.3 15.5