XLI
+11.53 · +7.48%
$165.77 · NYSE ARCA

Industrial Select Sector SPDR® Fund (XLI) ETF Analysis | Industrials

State Street Investment Management · United States
AUM:$31.6B
#– of – in Industrials ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 31.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.09% — among the lowest available for this category.

What is XLI?

Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Industrial companies by the Global Industry Classification Standard, including securities of companies from the following industries: aerospace and defense; industrial conglomerates; marine transportation.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XLI delivered 31.7% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.09% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 39.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$31.6B
Expense Ratio0.09%
Dividend Yield1.21%
Holdings50
Inception DateDec 1998
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.20
CategoryIndustrials
CurrencyUSD
Portfolio Impact

How would XLI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.3%
1Y
+16.7%
3Y
+70.5%
5Y
+81.6%
OpenBook InsightIf you had invested £10,000 in XLI 5 years ago, it would have grown to £18,163 — a gain of £8,163.

Annual Returns

Calendar year performance

XLI delivered positive returns in 4 of the last 5 calendar years.
YearXLI
2026 YTD+12.4%
2025+19.8%
2024+18.5%
2023+17.9%
2022-4.8%
CAGR 4yr+12.3%
4/5 positive yearsAvg return: +12.8%Worst year: -4.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
16.4%
Low
Momentum
-0.6%
30-day change
Support Level
177.14
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.