XLUState Street Utilities Select Sector SPDR ETF

Grow my money#20 of 2944 for Grow my money

Seeks to provide investment results that correspond to the price and yield performance of publicly traded equity securities of companies in the Utilities Select Sector Index.

State Street Investment Management · Since 1998 (27 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$24.4B

#110 out of 5,332 ETFs

Dividend Yield

2.59%

Track Record

27 years

#56 out of 5,332 ETFs

Performance

1 Year

+21.4%

3 Years

+14.3%

5 Years

+10.4%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Sector

utilities

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Utilities

100.0%

Top holdings

NextEra Energy IncNEE13.6%

Southern CoSO7.5%

Duke Energy CorpDUK7.1%

Constellation Energy CorpCEG6.1%

American Electric Power Co IncAEP5.0%

SempraSRE4.4%

Dominion Energy IncD3.7%

Entergy CorpETR3.6%

Exelon CorpEXC3.5%

Vistra CorpVST3.4%

Risk profile

Volatility (1Y)

14.3%

Moderate

Max drawdown

-36.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.69

Decent risk-adjusted returns

Sortino (3Y)

0.97

Moderate downside risk

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