XLU vs AVEM
Comparison between THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF) and AVANTIS EMERGING MARKETS EQUITY ETF (AVEM, ETF).
5-Year PerformanceAVEM has outperformed XLU, delivering a return of +10.4% compared to +10.3%
XLU vs AVEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLU
$24B
AVEM
$23B
Expense Ratio
Winner
XLU
0.08%
AVEM
0.33%
Max Drawdown
XLU
55.68%
Winner
AVEM
36.32%
Sharpe Ratio
XLU
0.84
Winner
AVEM
2.22
5Y Beta
Winner
XLU
0.34
AVEM
0.80
P/E Ratio
XLU
21.37
AVEM
N/A
Forward P/E
XLU
18.73
AVEM
N/A
PEG Ratio
XLU
0.90
AVEM
N/A
5Y Dividends CAGR
XLU
3.84%
Winner
AVEM
14.48%
5Y EPS CAGR
XLU
12.67%
AVEM
N/A
Debt to Equity
XLU
131.09%
AVEM
N/A
P/S Ratio
XLU
2.99
AVEM
N/A
P/B Ratio
XLU
2.49
AVEM
N/A
XLU vs AVEM - Holdings Comparison
XLU and AVEM have 1 common holdings. Overlap is 0.00%
XLU's top 25 holdings weight is 92.16%. AVEM's top 25 holdings weight is 26.96%.
| Rank | XLU | AVEM |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.91% | n/a (TSM) - 6.35% |
| #2 | SOUTHERN CO (SO) - 7.32% | TENCENT HOLDINGS LTD (n/a) - 3.02% |
| #3 | CONSTELLATION ENERGY CORP (CEG) - 6.93% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.66% |
| #4 | DUKE ENERGY CORP (DUK) - 6.88% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.62% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.14% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.31% |
| #6 | SEMPRA (SRE) - 4.27% | SK HYNIX INC (n/a) - 1.18% |
| #7 | DOMINION ENERGY INC (D) - 3.73% | MEDIATEK INC (n/a) - 0.88% |
| #8 | ENTERGY CORP (ETR) - 3.68% | NETEASE INC ADR (NTES) - 0.87% |
| #9 | VISTRA CORP (VST) - 3.54% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% |
| #10 | XCEL ENERGY INC (XEL) - 3.34% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.77% |
| #11 | EXELON CORP (EXC) - 3.28% | ICICI BANK LTD ADR (IBN) - 0.73% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.76% | HDFC BANK LTD (n/a) - 0.73% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.73% | PDD HOLDINGS INC ADR (PDD) - 0.70% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.60% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.67% |
| #15 | PG&E CORP (PCG) - 2.49% | BANK OF CHINA LTD CLASS H (n/a) - 0.62% |
| #16 | NRG ENERGY INC (NRG) - 2.32% | MEITUAN CLASS B (n/a) - 0.56% |
| #17 | ATMOS ENERGY CORP (ATO) - 2.15% | INFOSYS LTD ADR (INFY) - 0.55% |
| #18 | AMEREN CORP (AEE) - 2.14% | n/a (n/a) - 0.55% |
| #19 | DTE ENERGY CO (DTE) - 2.07% | n/a (n/a) - 0.54% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.97% | n/a (n/a) - 0.53% |
| #21 | PPL CORP (PPL) - 1.92% | INNOVENT BIOLOGICS INC (n/a) - 0.52% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.84% | KB FINANCIAL GROUP INC ADR (KB) - 0.47% |
| #23 | EVERSOURCE ENERGY (ES) - 1.79% | HANWHA AEROSPACE CO LTD (n/a) - 0.47% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.71% | n/a (n/a) - 0.45% |
| #25 | FIRSTENERGY CORP (FE) - 1.65% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.44% |
| Total Holdings | 34 | 2508 |
XLU vs AVEM - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-2.59%
Winner
AVEM
+7.37%
3M
XLU
+0.56%
Winner
AVEM
+8.42%
6M
XLU
+1.96%
Winner
AVEM
+21.02%
1Y
XLU
+16.51%
Winner
AVEM
+50.17%
5Y(CAGR)
XLU
+10.31%
Winner
AVEM
+10.41%
10Y(CAGR)
XLU
+9.60%
AVEM
N/A
Max(CAGR)
XLU
+7.95%
Winner
AVEM
+12.65%
XLU vs AVEM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | AVEM |
|---|---|---|
| 2026 | +5.38% | +18.14% |
| 2025 | +15.12% | +34.58% |
| 2024 | +21.52% | +8.98% |
| 2023 | -7.17% | +14.71% |
| 2022 | +2.43% | -18.66% |
| 2021 | +20.74% | +4.31% |
| 2020 | +1.85% | +12.83% |
| 2019 | +28.12% | +11.13% |
| 2018 | +4.90% | N/A |
| 2017 | +12.31% | N/A |
| 2016 | +16.30% | N/A |
| 2015 | -5.35% | N/A |
| 2014 | +30.73% | N/A |
| 2013 | +11.01% | N/A |
| 2012 | +2.87% | N/A |
| 2011 | +19.04% | N/A |
| 2010 | +5.10% | N/A |
| 2009 | +9.16% | N/A |
| 2008 | -28.52% | N/A |
| 2007 | +18.09% | N/A |
| 2006 | +18.82% | N/A |
| 2005 | +17.72% | N/A |
| 2004 | +23.90% | N/A |
| 2003 | +23.54% | N/A |
| 2002 | -29.77% | N/A |
| 2001 | -11.65% | N/A |
| 2000 | +26.52% | N/A |
| 1999 | -5.71% | N/A |
XLU vs AVEM Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for AVEM was -36.05%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The current XLU drawdown is -4.67%. The current AVEM drawdown is -2.83%.
| Rank | XLU | AVEM |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -36.05% Jan 17, 2020 - Nov 6, 2020 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -34.01% Jun 4, 2021 - Sep 24, 2024 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -18.02% Oct 7, 2024 - May 19, 2025 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -13.13% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -8.21% Feb 17, 2021 - Jun 1, 2021 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -5.39% Jan 21, 2021 - Feb 8, 2021 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -4.52% Oct 29, 2025 - Dec 26, 2025 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -4.45% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -4.05% Nov 7, 2019 - Dec 12, 2019 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -3.55% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -2.99% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -2.83% May 11, 2026 - May 12, 2026 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -2.67% Sep 23, 2019 - Oct 11, 2019 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -2.47% Jun 12, 2025 - Jun 24, 2025 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -2.17% Dec 17, 2020 - Dec 29, 2020 |
Correlation
Correlation between XLU and AVEM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (1999 - 2026)
XLU vs AVEM dividend yield comparison.
| Year | XLU | AVEM |
|---|---|---|
| 2026 | 0.69% | 0.06% |
| 2025 | 2.71% | 2.45% |
| 2024 | 2.96% | 3.17% |
| 2023 | 3.39% | 3.06% |
| 2022 | 2.92% | 2.77% |
| 2021 | 2.79% | 2.61% |
| 2020 | 3.14% | 1.60% |
| 2019 | 2.95% | 0.35% |
| 2018 | 3.33% | 0.00% |
| 2017 | 3.33% | 0.00% |
| 2016 | 3.41% | 0.00% |
| 2015 | 3.67% | 0.00% |
| 2014 | 3.19% | 0.00% |
| 2013 | 3.86% | 0.00% |
| 2012 | 4.14% | 0.00% |
| 2011 | 3.80% | 0.00% |
| 2010 | 4.06% | 0.00% |
| 2009 | 4.11% | 0.00% |
| 2008 | 4.26% | 0.00% |
| 2007 | 2.59% | 0.00% |
| 2006 | 3.23% | 0.00% |
| 2005 | 3.22% | 0.00% |
| 2004 | 3.14% | 0.00% |
| 2003 | 3.41% | 0.00% |
| 2002 | 4.81% | 0.00% |
| 2001 | 3.14% | 0.00% |
| 2000 | 4.26% | 0.00% |
| 1999 | 1.30% | 0.00% |
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