(XLU) Utilities Sector SPDR - Performance 21.7% in 12m
Compare XLU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.84%
#9 in Group
Rel. Strength
79.18%
#1667 in Universe
Total Return 12m
21.68%
#9 in Group
Total Return 5y
55.45%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: XLU (21.7%) vs SPY (7.2%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
-1.24% | 36.3% | 96.5% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
0.5% | 28.7% | 74% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
0.26% | 24.9% | 67.2% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.3% | 21.1% | 56.6% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.24% | 21.9% | 54.6% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
2.98% | 21.8% | 54.9% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.2% | 21.7% | 55.5% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.31% | 21.8% | 54% | - | - | - | - | - |
Performance Comparison: XLU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XLU
| Total Return (including Dividends) | XLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.20% | -6.73% | -6.73% |
| 3 Months | 0.25% | -11.93% | -11.93% |
| 12 Months | 21.68% | 7.24% | 7.24% |
| 5 Years | 55.45% | 100.61% | 100.61% |
| Trend Score (consistency of price movement) | XLU | SPY | S&P 500 |
| 1 Month | -8.80% | -63.5% | -63.5% |
| 3 Months | -22.9% | -90.3% | -90.3% |
| 12 Months | 69.6% | 60.6% | 60.6% |
| 5 Years | 77.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #2 | 7.44% | 7.44% |
| 3 Month | #2 | 13.8% | 13.8% |
| 12 Month | #2 | 13.5% | 13.5% |
| 5 Years | #11 | -22.5% | -22.5% |
FAQs
Does XLU Utilities Sector SPDR outperforms the market?
Yes,
over the last 12 months XLU made 21.68%, while its related Sector, the SPDR SP500 Trust (SPY) made 7.24%.
Over the last 3 months XLU made 0.25%, while SPY made -11.93%.
Over the last 3 months XLU made 0.25%, while SPY made -11.93%.
Performance Comparison XLU vs Indeces and Sectors
XLU vs. Indices XLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.11% | 6.93% | 3.63% | 14.4% |
| US NASDAQ 100 | QQQ | -0.59% | 7.56% | 3.49% | 14.1% |
| US Dow Jones Industrial 30 | DIA | 1.92% | 7.11% | 3.01% | 17.2% |
| German DAX 40 | DAX | -1.33% | 4.14% | -16.3% | 1.35% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.46% | 3.59% | 2.48% | 12.5% |
| Hongkong Hang Seng | HSI | -2.78% | 3.92% | -0.91% | 4.90% |
| India NIFTY 50 | INDA | -2.26% | -1.83% | 0.28% | 18.7% |
| Brasil Bovespa | EWZ | -4.38% | -0.26% | -1.42% | 30.4% |
XLU vs. Sectors XLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.82% | 7.05% | -5.50% | 6.61% |
| Consumer Discretionary | XLY | -1.55% | 7.04% | -1.67% | 10.4% |
| Consumer Staples | XLP | -0.26% | -2.78% | -4.33% | 10.4% |
| Energy | XLE | -0.18% | 12.7% | 4.93% | 34.4% |
| Financial | XLF | -0.81% | 5.05% | -5.24% | 3.85% |
| Health Care | XLV | 2.16% | 7.96% | 5.85% | 24.1% |
| Industrial | XLI | 0.49% | 6.23% | 3.80% | 17.6% |
| Materials | XLB | 0.15% | 6.05% | 10.9% | 27.6% |
| Real Estate | XLRE | 0.12% | 3.43% | 3.98% | 6.95% |
| Technology | XLK | -0.38% | 9.20% | 9.87% | 20.5% |
| Utilities | XLU | - | - | - | - |
| Aerospace & Defense | XAR | 1.34% | 3.38% | -5.74% | -0.19% |
| Biotech | XBI | -3.53% | 11.1% | 15.0% | 28.1% |
| Homebuilder | XHB | -1.64% | 8.32% | 18.4% | 32.2% |
| Retail | XRT | -1.98% | 5.59% | 7.07% | 28.0% |