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WUTI
+3.82 · +5.90%
£68.62 · LSE
SPDR® MSCI World Utilities UCITS ETF USD Acc | Sector Equity Utilities
State Street Global Advisors Europe Limited · Ireland
AUM:$43.5M
#– of – in Sector Equity Utilities ETFs
ℹ️
Reward Rating
59
Good
29.99% 1Y return
ℹ️
Risk Rating
50
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores 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 30.0% over the past year, reflecting strong price momentum.

Cost Efficiency

💰 Ongoing charge of 0.30% — competitive for the exposure provided.

What is WUTI?

SPDR® MSCI World Utilities UCITS ETF USD Acc tracks Morningstar Gbl Util NR USD, providing diversified exposure across 50 holdings. Its ongoing charge is 0.30%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
WUTI delivered 30.0% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Ongoing Charge
Ongoing charge of 0.30% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 43.1% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Good (59)

The scoring profile reflects moderate historical performance, with a 30.0% 1-year return (historical). The ongoing charge of 0.30% is reasonable for this exposure. Risk indicators are moderate, in line with typical market exposure (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$43.5M
Ongoing Charge0.30%
Dividend Yield0.00%
Holdings50
Inception DateApr 2016
DomicileIreland
DistributionNA
IndexMorningstar Gbl Util NR USD
ProviderState Street Global Advisors Europe Limited
Beta1.05
CategorySector Equity Utilities
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.9%
1Y
+18.3%
3Y
+55.6%
5Y
+54.9%
OpenBook InsightIf you had invested £10,000 in WUTI 5 years ago, it would have grown to £15,492 — a gain of £5,492.

Annual Returns

Calendar year performance

WUTI delivered positive returns in 4 of the last 5 calendar years.
YearWUTI
2026 YTD+5.7%
2025+25.0%
2024+13.3%
2023+1.4%
2022-3.7%
CAGR 4yr+8.4%
4/5 positive yearsAvg return: +8.3%Worst year: -3.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.6%
Low
Momentum
-3.4%
30-day change
Support Level
69.52
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses WUTI's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
59
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
76/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
29.99%
Very Good
3Y Return
17.27%
Very Good
5Y Return
12.00%
Very Good
10Y Return
8.38%
Good
Sharpe Ratio
—
No Data

Strong historical performance profile: 1-year return of 29.99%, 3-year annualised 17.27%, 5-year annualised 12.00%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
80/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.30%
Neutral
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.00%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.30%, net expense ratio of 0.00%, annual turnover of 0.0%.

💵 Income

Weight: 15%
15/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
0.00%
Very Weak
Distribution Frequency
NA
No Data

Low-income profile — better suited as a growth holding: distribution yield of 0.00%, na distributions.

🌐 Diversification Quality

Weight: 25%
40/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
50
Weak
Top 10 Concentration
43.11%
Weak
Top Sector
Utilities98.3%
Very Weak
Top Region
North America63.4%
Neutral

Concentrated but typical for its category: 50 holdings, top 10 at 43.1%, Utilities sector at 98.3%, North America at 63.4%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses WUTI using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
50
Elevated RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
52/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
43.11%
Moderate
Largest Holding
8.16%
Moderate
Number of Holdings
50
Moderate
HHI (weight²)
215
Low Risk

Moderate holdings concentration: top 10 holdings at 43.1%, largest single position at 8.16%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
56/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America63.4%
Moderate
Top Sector
Utilities98.3%
High Risk
Top 2 Sectors
99.59%
High Risk
Cyclical Sectors
1.70%
Low Risk

Notable regional or sector dependency: North America at 63.4%, Utilities sector at 98.3%, 1.7% in cyclical sectors.

📊 Volatility

Weight: 35%
45/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
9.74%
Lower Risk
Beta
1.05
Moderate
Max Drawdown
—
No Data

Moderate volatility in line with broad market: 1Y volatility of 9.74%, beta of 1.05 (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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