EEM vs XLU
Comparison between ISHARES MSCI EMERGING MARKETS ETF (EEM, ETF) and THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF).
5-Year PerformanceXLU has outperformed EEM, delivering a return of +9.5% compared to +6.9%
EEM vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EEM
$25B
XLU
$24B
Expense Ratio
EEM
0.72%
Winner
XLU
0.08%
Max Drawdown
EEM
67.23%
Winner
XLU
55.68%
Sharpe Ratio
Winner
EEM
2.27
XLU
0.73
5Y Beta
EEM
0.79
Winner
XLU
0.34
P/E Ratio
EEM
N/A
XLU
21.27
Forward P/E
EEM
N/A
XLU
19.32
PEG Ratio
EEM
N/A
XLU
0.90
5Y Dividends CAGR
EEM
2.97%
Winner
XLU
3.84%
5Y EPS CAGR
EEM
N/A
XLU
12.64%
Debt to Equity
EEM
N/A
XLU
130.53%
P/S Ratio
EEM
N/A
XLU
2.98
P/B Ratio
EEM
N/A
XLU
2.47
EEM vs XLU - Holdings Comparison
EEM and XLU have 1 common holdings. Overlap is -0.29%
EEM's top 25 holdings weight is 40.83%. XLU's top 25 holdings weight is 92.09%.
| Rank | EEM | XLU |
|---|---|---|
| #1 | n/a (n/a) - 13.41% | NEXTERA ENERGY INC (NEE) - 13.81% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.61% | SOUTHERN CO (SO) - 7.25% |
| #3 | TENCENT HOLDINGS LTD (n/a) - 3.79% | DUKE ENERGY CORP (DUK) - 6.93% |
| #4 | SK HYNIX INC (n/a) - 3.04% | CONSTELLATION ENERGY CORP (CEG) - 6.52% |
| #5 | n/a (n/a) - 2.52% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.97% | SEMPRA (SRE) - 4.26% |
| #7 | DELTA ELECTRONICS INC (n/a) - 0.84% | DOMINION ENERGY INC (D) - 3.76% |
| #8 | HDFC BANK LTD (n/a) - 0.84% | ENTERGY CORP (ETR) - 3.65% |
| #9 | RELIANCE INDUSTRIES LTD (n/a) - 0.82% | VISTRA CORP (VST) - 3.45% |
| #10 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.73% | EXELON CORP (EXC) - 3.39% |
| #11 | PDD HOLDINGS INC ADR (PDD) - 0.68% | XCEL ENERGY INC (XEL) - 3.28% |
| #12 | MEDIATEK INC (n/a) - 0.66% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% |
| #13 | XIAOMI CORP CLASS B (n/a) - 0.66% | CONSOLIDATED EDISON INC (ED) - 2.77% |
| #14 | n/a (n/a) - 0.65% | WEC ENERGY GROUP INC (WEC) - 2.62% |
| #15 | ICICI BANK LTD (n/a) - 0.64% | PG&E CORP (PCG) - 2.53% |
| #16 | n/a (n/a) - 0.58% | NRG ENERGY INC (NRG) - 2.23% |
| #17 | VALE SA (n/a) - 0.55% | AMEREN CORP (AEE) - 2.17% |
| #18 | n/a (n/a) - 0.54% | ATMOS ENERGY CORP (ATO) - 2.16% |
| #19 | AL RAJHI BANK (n/a) - 0.52% | DTE ENERGY CO (DTE) - 2.15% |
| #20 | MEITUAN CLASS B (n/a) - 0.49% | PPL CORP (PPL) - 2.01% |
| #21 | ANGLOGOLD ASHANTI PLC (AU) - 0.49% | CENTERPOINT ENERGY INC (CNP) - 1.97% |
| #22 | BYD CO LTD CLASS H (n/a) - 0.46% | EDISON INTERNATIONAL (EIX) - 1.84% |
| #23 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.46% | EVERSOURCE ENERGY (ES) - 1.82% |
| #24 | BHARTI AIRTEL LTD (n/a) - 0.45% | AMERICAN WATER WORKS CO INC (AWK) - 1.81% |
| #25 | BANK OF CHINA LTD CLASS H (n/a) - 0.43% | FIRSTENERGY CORP (FE) - 1.79% |
| Total Holdings | 1250 | 34 |
EEM vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EEM
+12.41%
XLU
-4.40%
3M
Winner
EEM
+12.28%
XLU
+3.56%
6M
Winner
EEM
+26.34%
XLU
+1.16%
1Y
Winner
EEM
+55.97%
XLU
+14.81%
5Y(CAGR)
EEM
+6.91%
Winner
XLU
+9.51%
10Y(CAGR)
Winner
EEM
+10.11%
XLU
+9.61%
Max(CAGR)
Winner
EEM
+10.19%
XLU
+7.91%
EEM vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EEM | XLU |
|---|---|---|
| 2026 | +20.80% | +4.28% |
| 2025 | +34.17% | +15.12% |
| 2024 | +7.76% | +21.52% |
| 2023 | +8.08% | -7.17% |
| 2022 | -21.12% | +2.43% |
| 2021 | -4.23% | +20.74% |
| 2020 | +14.71% | +1.85% |
| 2019 | +17.90% | +28.12% |
| 2018 | -16.88% | +4.90% |
| 2017 | +35.65% | +12.31% |
| 2016 | +13.99% | +16.30% |
| 2015 | -15.06% | -5.35% |
| 2014 | -0.08% | +30.73% |
| 2013 | -5.57% | +11.01% |
| 2012 | +15.57% | +2.87% |
| 2011 | -19.59% | +19.04% |
| 2010 | +13.21% | +5.10% |
| 2009 | +61.25% | +9.16% |
| 2008 | -48.03% | -28.52% |
| 2007 | +32.18% | +18.09% |
| 2006 | +26.46% | +18.82% |
| 2005 | +34.01% | +17.72% |
| 2004 | +21.91% | +23.90% |
| 2003 | +63.14% | +23.54% |
| 2002 | N/A | -29.77% |
| 2001 | N/A | -11.65% |
| 2000 | N/A | +26.52% |
| 1999 | N/A | -5.71% |
EEM vs XLU Drawdown Comparison
The maximum drawdown for EEM was -66.45%, occurring on Nov 20, 2008. Recovery took 2488 trading sessions.
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The current XLU drawdown is -5.66%.
| Rank | EEM | XLU |
|---|---|---|
| #1 | -66.45% Oct 31, 2007 - Sep 19, 2017 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -39.80% Feb 17, 2021 - Sep 11, 2025 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -38.22% Jan 26, 2018 - Nov 24, 2020 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -26.24% May 9, 2006 - Dec 4, 2006 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -21.38% Apr 12, 2004 - Nov 4, 2004 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -17.73% Jul 23, 2007 - Sep 21, 2007 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -13.52% Feb 25, 2026 - Apr 17, 2026 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -12.02% Oct 3, 2005 - Dec 1, 2005 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -11.97% Mar 7, 2005 - Jul 12, 2005 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -11.25% Feb 21, 2007 - Apr 3, 2007 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -8.02% Jan 31, 2006 - Apr 3, 2006 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -7.27% Mar 1, 2004 - Apr 2, 2004 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -5.94% Jan 3, 2007 - Jan 24, 2007 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -5.72% Aug 10, 2005 - Sep 6, 2005 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -5.42% Dec 31, 2004 - Feb 1, 2005 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between EEM and XLU is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (1999 - 2026)
EEM vs XLU dividend yield comparison.
| Year | EEM | XLU |
|---|---|---|
| 2026 | 0.00% | 0.69% |
| 2025 | 2.22% | 2.71% |
| 2024 | 2.43% | 2.96% |
| 2023 | 2.63% | 3.39% |
| 2022 | 2.50% | 2.92% |
| 2021 | 1.99% | 2.79% |
| 2020 | 1.45% | 3.14% |
| 2019 | 2.76% | 2.95% |
| 2018 | 2.24% | 3.33% |
| 2017 | 1.88% | 3.33% |
| 2016 | 1.89% | 3.41% |
| 2015 | 2.49% | 3.67% |
| 2014 | 2.23% | 3.19% |
| 2013 | 2.05% | 3.86% |
| 2012 | 1.68% | 4.14% |
| 2011 | 2.13% | 3.80% |
| 2010 | 1.36% | 4.06% |
| 2009 | 1.40% | 4.11% |
| 2008 | 3.43% | 4.26% |
| 2007 | 1.30% | 2.59% |
| 2006 | 1.38% | 3.23% |
| 2005 | 1.12% | 3.22% |
| 2004 | 1.20% | 3.14% |
| 2003 | 0.50% | 3.41% |
| 2002 | 0.00% | 4.81% |
| 2001 | 0.00% | 3.14% |
| 2000 | 0.00% | 4.26% |
| 1999 | 0.00% | 1.30% |
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