XLU
XLU is an exchange-traded fund (ETF) designed to track the performance of the Utilities Select Sector Index. This index represents the utilities sector of the S&P 500, which includes companies involved in electric, gas, and water utilities, as well as multi-utilities and independent power producers.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Aug 23, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
-7.40%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
-5.65%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
10.39%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
16.55%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
-0.01
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
-0.01
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Explore Insights NowFrequently Asked Questions
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Yes, XLU can be held in retirement accounts such as IRAs or 401(k)s. It can be a suitable choice for investors seeking targeted exposure to the utilities sector within their retirement portfolio.
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XLU includes companies that are part of the utilities sector of the S&P 500. This sector comprises electric, gas, and water utilities, as well as multi-utilities and independent power producers. Major holdings often include companies such as NextEra Energy, Duke Energy, and Dominion Energy.
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Dividends received from the underlying stocks in XLU are collected and distributed to ETF shareholders. Investors can choose to receive dividends in cash or reinvest them to purchase additional shares of XLU.
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Key performance metrics for XLU include its net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio indicates the cost of managing the fund, total return measures overall performance including dividends, and tracking error shows how closely XLU follows the Utilities Select Sector Index.
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Historically, XLU has shown performance that reflects the trends of the utilities sector. Performance can vary based on factors such as regulatory changes, energy prices, and the financial health of individual companies within the sector.
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Investors can purchase shares of XLU through a brokerage account, just like other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "XLU."
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XLU typically distributes dividends on a quarterly basis. These dividends are paid from the income generated by the underlying stocks in the ETF’s portfolio.
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As of the latest update, XLU has an expense ratio of approximately 0.10%. This fee is deducted from the fund’s assets and covers the cost of managing the ETF.
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Yes, investing in XLU carries risks such as sector risk and regulatory risk. The utilities sector can be affected by changes in regulatory policies, fluctuations in energy prices, and economic conditions. Additionally, environmental regulations and technological changes in energy production can impact performance.
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XLU is rebalanced quarterly to align with changes in the Utilities Select Sector Index. This rebalancing ensures that the ETF continues to accurately reflect the index.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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