TQQQ vs XLU
Comparison between PROSHARES ULTRAPRO QQQ (TQQQ, ETF) and THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF).
5-Year PerformanceTQQQ has outperformed XLU, delivering a return of +25.2% compared to +9.5%
TQQQ vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TQQQ
$25B
XLU
$24B
Expense Ratio
TQQQ
N/A
XLU
0.08%
Max Drawdown
TQQQ
81.75%
Winner
XLU
55.68%
Sharpe Ratio
Winner
TQQQ
2.18
XLU
0.73
5Y Beta
TQQQ
3.64
Winner
XLU
0.34
P/E Ratio
TQQQ
36.32
Winner
XLU
21.27
Forward P/E
TQQQ
24.34
Winner
XLU
19.32
PEG Ratio
Winner
TQQQ
0.44
XLU
0.90
5Y Dividends CAGR
Winner
TQQQ
543.57%
XLU
3.84%
5Y EPS CAGR
TQQQ
N/A
XLU
12.64%
Debt to Equity
Winner
TQQQ
36.14%
XLU
130.53%
P/S Ratio
TQQQ
N/A
XLU
2.98
P/B Ratio
TQQQ
N/A
XLU
2.47
TQQQ vs XLU - Holdings Comparison
TQQQ and XLU have 5 common holdings. Overlap is 0.61%
TQQQ's top 25 holdings weight is 69.69%. XLU's top 25 holdings weight is 92.09%.
| Rank | TQQQ | XLU |
|---|---|---|
| #1 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 28.10% | NEXTERA ENERGY INC (NEE) - 13.81% |
| #2 | NASDAQ 100 INDEX SWAP (n/a) - 5.49% | SOUTHERN CO (SO) - 7.25% |
| #3 | NVIDIA CORP (NVDA) - 4.53% | DUKE ENERGY CORP (DUK) - 6.93% |
| #4 | APPLE INC (AAPL) - 3.60% | CONSTELLATION ENERGY CORP (CEG) - 6.52% |
| #5 | MICROSOFT CORP (MSFT) - 2.77% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% |
| #6 | AMAZON.COM INC (AMZN) - 2.54% | SEMPRA (SRE) - 4.26% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.85% | DOMINION ENERGY INC (D) - 3.76% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.84% | ENTERGY CORP (ETR) - 3.65% |
| #9 | TESLA INC (TSLA) - 1.72% | VISTRA CORP (VST) - 3.45% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.71% | EXELON CORP (EXC) - 3.39% |
| #11 | BROADCOM INC (AVGO) - 1.71% | XCEL ENERGY INC (XEL) - 3.28% |
| #12 | WALMART INC (WMT) - 1.60% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.37% | CONSOLIDATED EDISON INC (ED) - 2.77% |
| #14 | CTE PROSHARES TRUST M (n/a) - 1.22% | WEC ENERGY GROUP INC (WEC) - 2.62% |
| #15 | NETFLIX INC (NFLX) - 1.18% | PG&E CORP (PCG) - 2.53% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.13% | NRG ENERGY INC (NRG) - 2.23% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.09% | AMEREN CORP (AEE) - 2.17% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.89% | ATMOS ENERGY CORP (ATO) - 2.16% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.85% | DTE ENERGY CO (DTE) - 2.15% |
| #20 | INTEL CORP (INTC) - 0.83% | PPL CORP (PPL) - 2.01% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.82% | CENTERPOINT ENERGY INC (CNP) - 1.97% |
| #22 | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 0.81% | EDISON INTERNATIONAL (EIX) - 1.84% |
| #23 | n/a (PLTR) - 0.81% | EVERSOURCE ENERGY (ES) - 1.82% |
| #24 | KLA CORP (KLAC) - 0.62% | AMERICAN WATER WORKS CO INC (AWK) - 1.81% |
| #25 | LINDE PLC (LIN) - 0.61% | FIRSTENERGY CORP (FE) - 1.79% |
| Total Holdings | 106 | 34 |
TQQQ vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TQQQ
+58.92%
XLU
-4.40%
3M
Winner
TQQQ
+47.67%
XLU
+3.56%
6M
Winner
TQQQ
+44.68%
XLU
+1.16%
1Y
Winner
TQQQ
+159.88%
XLU
+14.81%
5Y(CAGR)
Winner
TQQQ
+25.22%
XLU
+9.51%
10Y(CAGR)
Winner
TQQQ
+45.15%
XLU
+9.61%
Max(CAGR)
Winner
TQQQ
+43.95%
XLU
+7.91%
TQQQ vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TQQQ | XLU |
|---|---|---|
| 2026 | +45.95% | +4.28% |
| 2025 | +35.23% | +15.12% |
| 2024 | +66.68% | +21.52% |
| 2023 | +205.14% | -7.17% |
| 2022 | -79.67% | +2.43% |
| 2021 | +91.35% | +20.74% |
| 2020 | +100.13% | +1.85% |
| 2019 | +130.53% | +28.12% |
| 2018 | -23.72% | +4.90% |
| 2017 | +112.91% | +12.31% |
| 2016 | +18.63% | +16.30% |
| 2015 | +18.20% | -5.35% |
| 2014 | +60.84% | +30.73% |
| 2013 | +119.27% | +11.01% |
| 2012 | +44.08% | +2.87% |
| 2011 | -12.02% | +19.04% |
| 2010 | +78.04% | +5.10% |
| 2009 | N/A | +9.16% |
| 2008 | N/A | -28.52% |
| 2007 | N/A | +18.09% |
| 2006 | N/A | +18.82% |
| 2005 | N/A | +17.72% |
| 2004 | N/A | +23.90% |
| 2003 | N/A | +23.54% |
| 2002 | N/A | -29.77% |
| 2001 | N/A | -11.65% |
| 2000 | N/A | +26.52% |
| 1999 | N/A | -5.71% |
TQQQ vs XLU Drawdown Comparison
The maximum drawdown for TQQQ was -81.65%, occurring on Dec 28, 2022. Recovery took 763 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 | TQQQ | XLU |
|---|---|---|
| #1 | -81.65% Nov 19, 2021 - Dec 4, 2024 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -69.92% Feb 19, 2020 - Jul 10, 2020 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -58.08% Aug 29, 2018 - Nov 4, 2019 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -58.04% Dec 16, 2024 - Aug 12, 2025 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -44.54% Jul 20, 2015 - Sep 22, 2016 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -43.90% Jul 22, 2011 - Feb 8, 2012 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -43.11% Apr 23, 2010 - Oct 25, 2010 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -36.97% Oct 29, 2025 - Apr 22, 2026 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -35.37% Sep 2, 2020 - Dec 17, 2020 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -31.94% Apr 3, 2012 - Sep 6, 2012 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -31.89% Sep 19, 2012 - Apr 30, 2013 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -30.43% Feb 12, 2021 - Apr 13, 2021 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -29.68% Mar 12, 2018 - Jun 14, 2018 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -28.56% Jan 26, 2018 - Mar 9, 2018 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -25.35% Apr 27, 2011 - Jul 22, 2011 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between TQQQ and XLU is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
TQQQ vs XLU dividend yield comparison.
| Year | TQQQ | XLU |
|---|---|---|
| 2026 | 0.09% | 0.69% |
| 2025 | 0.65% | 2.71% |
| 2024 | 1.27% | 2.96% |
| 2023 | 1.26% | 3.39% |
| 2022 | 0.57% | 2.92% |
| 2021 | 0.00% | 2.79% |
| 2020 | 0.00% | 3.14% |
| 2019 | 0.06% | 2.95% |
| 2018 | 0.11% | 3.33% |
| 2017 | 0.00% | 3.33% |
| 2016 | 0.00% | 3.41% |
| 2015 | 0.01% | 3.67% |
| 2014 | 0.02% | 3.19% |
| 2013 | 0.00% | 3.86% |
| 2012 | 0.00% | 4.14% |
| 2011 | 0.00% | 3.80% |
| 2010 | 0.00% | 4.06% |
| 2009 | 0.00% | 4.11% |
| 2008 | 0.00% | 4.26% |
| 2007 | 0.00% | 2.59% |
| 2006 | 0.00% | 3.23% |
| 2005 | 0.00% | 3.22% |
| 2004 | 0.00% | 3.14% |
| 2003 | 0.00% | 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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