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XLU
+0.79 · +1.83%
$43.78 · NYSE ARCA

Utilities Select Sector SPDR® Fund (XLU) ETF Analysis | Utilities

State Street Investment Management · United States
AUM:$24.4B
#– of – in Utilities 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 23.9% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is XLU?

In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XLU delivered 23.9% 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.
Concentrated Holdings
Top 10 holdings account for 57.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$24.4B
Expense Ratio0.09%
Dividend Yield2.67%
Holdings31
Inception DateDec 1998
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.78
CategoryUtilities
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-9.8%
1Y
+3.1%
3Y
+45.5%
5Y
+44.1%
OpenBook InsightIf you had invested £10,000 in XLU 5 years ago, it would have grown to £14,407 — a gain of £4,407.

Annual Returns

Calendar year performance

XLU delivered positive returns in 3 of the last 5 calendar years.
YearXLU
2026 YTD-0.4%
2025+15.1%
2024+21.5%
2023-7.2%
2022+2.5%
CAGR 4yr+7.4%
3/5 positive yearsAvg return: +6.3%Worst year: -7.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
14.2%
Low
Momentum
-4.9%
30-day change
Support Level
42.73
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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