XLU ETF Analysis: Utilities Sector Fund | NYSE

Utilities | NYSE, USA | Market Cap: 23.774m USD | 12M Return: 12.3% | Charts, Fundamentals & Technical Analysis

Electric Utilities, Water Utilities, Gas Utilities, Renewable Energy
Total Rating 62
Safety 69
Buy Signal -0.35
Utilities
Category Rotation: -1.8
TER: 0.09%
AUM: 23.8B
Avg Turnover: 815M
Risk 3d forecast
Volatility16.5%
VaR 5th Pctl3.04%
VaR vs Median2.33%
Reward TTM
Sharpe Ratio0.50
Rel. Str. IBD39.6
Rel. Str. Peer Group75
Character TTM
Beta0.159
Beta Downside0.112
Hurst Exponent0.423
Drawdowns 3y
Max DD15.54%
CAGR/Max DD0.93
CAGR/Mean DD3.72

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -1.0% 30
Feb -2.2% 28
Mar +1.5% 14
Apr +0.1% 2
May -0.3% 0
Jun -2.4% 16
Jul +2.5% 43
Aug +1.1% 9
Sep -2.1% 9
Oct +0.9% 34
Nov +0.1% 8
Dec -0.5% 19

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: XLU Utilities Sector Fund

The Utilities Select Sector SPDR® Fund (XLU) seeks to track the performance of its underlying index using a replication strategy, investing at least 95% of its total assets in the securities that make up the index. The index spans multiple utility-related industries, including electric utilities, water utilities, multi-utilities, independent power and renewable electricity producers, and gas utilities. The fund is structured as non-diversified.

Utilities companies typically operate in regulated environments, providing essential services such as electricity, natural gas, and water to residential, commercial, and industrial customers. The sector is generally regarded as defensive, often characterized by stable demand and predictable revenue streams, which can make utility ETFs appealing to income-oriented and risk-averse investors.

Headlines to Watch Out For
  • AI data center demand surges drive utility power sales
  • Federal Reserve rate cuts pressure utility bond proxies
  • State regulators approve higher allowed returns on rate cases
What is the price of XLU shares?

As of July 28, 2026, the stock is trading at USD 45.68 with a total of 16,407,803 shares traded. Over the past week, the price has changed by +1.65%, over one month by -0.74%, over three months by -0.47% and over the past year by +12.30%.

Current recommended Stop Loss: 44.00 (which is 3.7% or 2.4 ATR below the current price).

Is XLU a buy, sell or hold?

Utilities Sector Fund has no consensus analysts rating.