XLI ETF Analysis: Industrial Sector Fund | NYSE

Industrials | NYSE, USA | Market Cap: 33.189m USD | 12M Return: 20.1% | Charts, Fundamentals & Technical Analysis

Aerospace, Defense, Conglomerates, Marine
Total Rating 68
Safety 64
Buy Signal 0.17
Industrials
Category Rotation: -1.0
TER: 0.09%
AUM: 33.2B
Avg Turnover: 1.19B
Risk 3d forecast
Volatility14.2%
VaR 5th Pctl2.58%
VaR vs Median0.75%
Reward TTM
Sharpe Ratio0.91
Rel. Str. IBD60.3
Rel. Str. Peer Group75
Character TTM
Beta0.851
Beta Downside0.790
Hurst Exponent0.518
Drawdowns 3y
Max DD18.49%
CAGR/Max DD1.10
CAGR/Mean DD6.96

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.3% 15
Feb +1.3% 0
Mar -1.9% 12
Apr -0.5% 16
May +0.0% 2
Jun +0.1% 2
Jul +2.8% 26
Aug -1.0% 22
Sep +0.3% 5
Oct -0.9% 32
Nov +2.6% 32
Dec -0.5% 6

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XLI Industrial Sector Fund

The Industrial Select Sector SPDR Fund (XLI) is an exchange-traded fund that seeks to track the performance of an index comprising U.S. industrial companies classified under the Global Industry Classification Standard (GICS). Under normal market conditions, the fund invests at least 95% of its total assets in the securities of the underlying index. The index covers several industrial sub-industries, including aerospace and defense, industrial conglomerates, and marine transportation. The fund is structured as non-diversified, meaning it concentrates exposure within the industrials sector rather than spreading investments broadly across multiple sectors or industries.

The GICS industrial sector traditionally encompasses companies involved in the production of capital goods, transportation services, and commercial aerospace products, as well as providers of commercial and professional services that support these activities. As a sector-specific ETF, XLI offers investors targeted access to U.S. large-cap industrial issuers, including manufacturers of machinery, airlines, railroads, and defense contractors.

Headlines to Watch Out For
  • Defense spending surges amid geopolitical tensions boosts aerospace names
  • Federal infrastructure bill accelerates heavy machinery order growth
  • Manufacturing PMI contraction signals weakening industrial demand outlook
What is the price of XLI shares?

As of July 28, 2026, the stock is trading at USD 183.20 with a total of 6,174,561 shares traded. Over the past week, the price has changed by +2.85%, over one month by +0.24%, over three months by +6.46% and over the past year by +20.09%.

Current recommended Stop Loss: 179.40 (which is 2.1% or 1.3 ATR below the current price).

Is XLI a buy, sell or hold?

Industrial Sector Fund has no consensus analysts rating.