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Utilities Select Sector SPDR Fund

XLU
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Dec 16 1998
Expense Ratio
0.10%
Type
US Equities
Fund Owner
State Street (SPDR)
Volume (1m avg. daily)
$1,162,074,621
AUM
$14,576,243,799
Associated Index
S&P Utilities Select Sector Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

NEE
NextEra Energy Inc
15.83%
SO
Southern Company
7.79%
DUK
Duke Energy Corp.
7.61%
SRE
Sempra Energy
4.74%
AEP
American Electric Power Company Inc.
4.74%
D
Dominion Energy Inc
4.70%
EXC
Exelon Corp.
4.20%
XEL
Xcel Energy, Inc.
3.74%
ED
Consolidated Edison, Inc.
3.51%
WEC
WEC Energy Group Inc
3.06%
Invest with XLU

What is XLU?

The Utilities Select Sector SPDR Fund before expenses seeks to closely match the returns and characteristics of the Utilities Select Sector Index (ticker: IXU).

ETFs related toXLU

ETFs correlated to XLU include UTSL, FUTY, VPU

XLU
SSgA Active Trust - Utilities Select Sector SPDR ETF
UTSL
Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
FUTY
Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
VPU
Vanguard Group, Inc. - Vanguard Utilities ETF
IDU
BlackRock Institutional Trust Company N.A. - iShares U.S. Utilities ETF
RYU
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Utilities ETF
FXU
First Trust Exchange-Traded Fund III - First Trust Utilities AlphaDEX Fund
SPLV
Invesco Capital Management LLC - Invesco S&P 500 Low Volatility ETF
LVHD
Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
FVD
First Trust Exchange-Traded Fund III - First Trust Value Line Dividend Index Fund
TOLZ
ProShares Trust - ProShares DJ Brookfield Global Infrastructure ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toXLU

#OPUS-8

Opus-8

Category

Opus

Risk Rating

Conservative

#OPUS-12

Opus-12

Category

Opus

Risk Rating

Moderate

Create your own algorithmic trading strategy with XLU using Composer

FAQ

XLU is a US Equities ETF. The Utilities Select Sector SPDR Fund before expenses seeks to closely match the returns and characteristics of the Utilities Select Sector Index (ticker: IXU).

XLU tracks the S&P Utilities Select Sector Index.

No, XLU is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, XLU is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on XLU is -0.0062%. This is the percent change in the value of XLU over the most recent 1-month period. The 3-month return on XLU is -0.063%. This is the percent change in the value of XLU over the most recent 3-month period.

The standard deviation of XLU for the past year is 0.2187%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to XLU include UPW, SDP, and XLI.

ETFs correlated to XLU include UTSL, FUTY, and VPU.

ETFs that are inversely correlated to XLU include DRV, SRS, and REK.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.