(XLU) Utilities Sector SPDR - Performance 17.5% in 12m
Compare XLU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.38%
#8 in Group
Rel. Strength
75.85%
#1922 in Universe
Total Return 12m
17.47%
#8 in Group
Total Return 5y
67.52%
#6 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: XLU (17.5%) vs SPY (10.7%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
Performance Comparison: XLU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XLU
| Total Return (including Dividends) | XLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 9.59% | 13.81% | 13.81% |
| 3 Months | 2.12% | -6.30% | -6.30% |
| 12 Months | 17.47% | 10.65% | 10.65% |
| 5 Years | 67.52% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | XLU | SPY | S&P 500 |
| 1 Month | 95.2% | 83% | 83% |
| 3 Months | 2.80% | -75.3% | -75.3% |
| 12 Months | 67.0% | 50.1% | 50.1% |
| 5 Years | 77.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #5 | -3.71% | -3.71% |
| 3 Month | #2 | 8.99% | 8.99% |
| 12 Month | #2 | 6.17% | 6.17% |
| 5 Years | #12 | -19.4% | -19.4% |
FAQs
Does XLU Utilities Sector SPDR outperforms the market?
Yes,
over the last 12 months XLU made 17.47%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months XLU made 2.12%, while SPY made -6.30%.
Over the last 3 months XLU made 2.12%, while SPY made -6.30%.
Performance Comparison XLU vs Indeces and Sectors
XLU vs. Indices XLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.05% | -4.22% | 7.66% | 6.82% |
| US NASDAQ 100 | QQQ | -0.14% | -7.77% | 7.45% | 5.83% |
| US Dow Jones Industrial 30 | DIA | -0.36% | -0.40% | 7.95% | 9.76% |
| German DAX 40 | DAX | 0.07% | -5.37% | -18.6% | -8.23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.13% | -2.24% | 6.89% | 10.1% |
| Hongkong Hang Seng | HSI | -3.12% | -10.3% | -0.70% | 3.79% |
| India NIFTY 50 | INDA | 4.97% | 4.75% | 7.22% | 17.7% |
| Brasil Bovespa | EWZ | -1.0% | -7.65% | -1.04% | 25.8% |
XLU vs. Sectors XLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.59% | -3.82% | 0.60% | -4.09% |
| Consumer Discretionary | XLY | -0.33% | -4.64% | 8.64% | 3.20% |
| Consumer Staples | XLP | 0.91% | 3.0% | 0.73% | 8.35% |
| Energy | XLE | 0.23% | 2.83% | 14.3% | 26.9% |
| Financial | XLF | -1.05% | -3.93% | 0.56% | -4.96% |
| Health Care | XLV | 3.06% | 8.72% | 12.7% | 21.5% |
| Industrial | XLI | -1.64% | -7.23% | 6.23% | 6.48% |
| Materials | XLB | 0.25% | -3.97% | 12.6% | 22.7% |
| Real Estate | XLRE | 1.37% | -1.95% | 6.91% | 2.02% |
| Technology | XLK | -1.03% | -11.6% | 10.5% | 10.4% |
| Utilities | XLU | - | - | - | - |
| Aerospace & Defense | XAR | -1.93% | -11.6% | -3.84% | -9.86% |
| Biotech | XBI | 6.64% | -2.22% | 27.8% | 29.8% |
| Homebuilder | XHB | -0.42% | -1.89% | 20.9% | 25.0% |
| Retail | XRT | -1.85% | -5.06% | 11.9% | 19.0% |