XLU vs GDX
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and VANECK GOLD MINERS ETF (GDX, ETF).
XLU is from the Utilities sector, while GDX is from the Basic Materials sector.
5-Year PerformanceGDX has outperformed XLU, delivering a return of +18.8% compared to +10.0%
XLU vs GDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLU
$23B
GDX
$23B
Expense Ratio
Winner
XLU
0.08%
GDX
0.51%
Max Drawdown
Winner
XLU
55.68%
GDX
81.28%
Sharpe Ratio
XLU
0.48
Winner
GDX
0.95
5Y Beta
Winner
XLU
0.32
GDX
0.80
P/E Ratio
XLU
20.25
Winner
GDX
13.67
Forward P/E
XLU
18.81
Winner
GDX
9.77
PEG Ratio
XLU
0.82
GDX
N/A
5Y Dividends CAGR
XLU
3.76%
Winner
GDX
21.83%
5Y EPS CAGR
XLU
13.06%
Winner
GDX
52.87%
Debt to Equity
XLU
126.12%
Winner
GDX
14.66%
P/S Ratio
XLU
2.93
Winner
GDX
2.86
P/B Ratio
Winner
XLU
2.36
GDX
2.79
XLU vs GDX - Holdings Comparison
XLU and GDX have 1 common holdings. Overlap is -0.03%
XLU's top 25 holdings weight is 91.87%. GDX's top 25 holdings weight is 79.97%.
| Rank | XLU | GDX |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.08% | NEWMONT CORP (NEM) - 10.79% |
| #2 | SOUTHERN CO (SO) - 7.51% | AGNICO EAGLE MINES LTD (AEM) - 9.94% |
| #3 | DUKE ENERGY CORP (DUK) - 6.83% | BARRICK MINING CORP (B) - 7.90% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.81% | WHEATON PRECIOUS METALS CORP (WPM) - 5.51% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.08% | ANGLOGOLD ASHANTI PLC (AU) - 5.02% |
| #6 | DOMINION ENERGY INC (D) - 4.40% | FRANCO-NEVADA CORP (FNV) - 4.83% |
| #7 | SEMPRA (SRE) - 4.27% | KINROSS GOLD CORP (KGC) - 4.48% |
| #8 | ENTERGY CORP (ETR) - 3.68% | GOLD FIELDS LTD ADR (GFI) - 4.06% |
| #9 | VISTRA CORP (VST) - 3.58% | PAN AMERICAN SILVER CORP (n/a) - 2.94% |
| #10 | XCEL ENERGY INC (XEL) - 3.48% | NORTHERN STAR RESOURCES LTD (n/a) - 2.87% |
| #11 | EXELON CORP (EXC) - 3.30% | COEUR MINING INC (CDE) - 2.36% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.86% | ROYAL GOLD INC (RGLD) - 1.91% |
| #13 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% | ALAMOS GOLD INC CLASS A (AGI) - 1.84% |
| #14 | PG&E CORP (PCG) - 2.72% | EVOLUTION MINING LTD (n/a) - 1.62% |
| #15 | WEC ENERGY GROUP INC (WEC) - 2.59% | INDUSTRIAS PENOLES SAB DE CV (n/a) - 1.57% |
| #16 | AMEREN CORP (AEE) - 2.17% | FIRST MAJESTIC SILVER CORP (AG) - 1.44% |
| #17 | DTE ENERGY CO (DTE) - 2.15% | HECLA MINING CO (HL) - 1.41% |
| #18 | EDISON INTERNATIONAL (EIX) - 2.08% | ENDEAVOUR MINING PLC (n/a) - 1.37% |
| #19 | ATMOS ENERGY CORP (ATO) - 2.06% | IAMGOLD CORP (IAG) - 1.32% |
| #20 | NRG ENERGY INC (NRG) - 2.05% | ELDORADO GOLD CORP (EGO) - 1.26% |
| #21 | CENTERPOINT ENERGY INC (CNP) - 1.97% | n/a (EQX) - 1.24% |
| #22 | EVERSOURCE ENERGY (ES) - 1.95% | FRESNILLO PLC (n/a) - 1.19% |
| #23 | PPL CORP (PPL) - 1.89% | HARMONY GOLD MINING CO LTD ADR (HMY) - 1.09% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.78% | LUNDIN GOLD INC (n/a) - 1.04% |
| #25 | FIRSTENERGY CORP (FE) - 1.78% | DPM METALS INC (n/a) - 0.97% |
| Total Holdings | 34 | 67 |
XLU vs GDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLU
+0.45%
GDX
-8.90%
3M
Winner
XLU
+0.57%
GDX
-20.22%
6M
Winner
XLU
+5.81%
GDX
-26.75%
1Y
XLU
+9.89%
Winner
GDX
+40.91%
5Y(CAGR)
XLU
+10.01%
Winner
GDX
+18.79%
10Y(CAGR)
XLU
+8.99%
Winner
GDX
+10.97%
Max(CAGR)
Winner
XLU
+7.89%
GDX
+4.46%
XLU vs GDX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | GDX |
|---|---|---|
| 2026 | +5.42% | -13.46% |
| 2025 | +15.12% | +144.40% |
| 2024 | +21.52% | +12.26% |
| 2023 | -7.17% | +6.25% |
| 2022 | +2.43% | -6.71% |
| 2021 | +20.74% | -15.37% |
| 2020 | +1.85% | +23.37% |
| 2019 | +28.12% | +40.08% |
| 2018 | +4.90% | -11.01% |
| 2017 | +12.31% | +7.65% |
| 2016 | +16.30% | +48.90% |
| 2015 | -5.35% | -26.95% |
| 2014 | +30.73% | -15.99% |
| 2013 | +11.01% | -54.72% |
| 2012 | +2.87% | -12.89% |
| 2011 | +19.04% | -14.17% |
| 2010 | +5.10% | +29.70% |
| 2009 | +9.16% | +39.01% |
| 2008 | -28.52% | -31.19% |
| 2007 | +18.09% | +23.26% |
| 2006 | +18.82% | +7.43% |
| 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 GDX Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for GDX was -80.35%, occurring on Jan 19, 2016. Recovery took 3499 trading sessions.
The current XLU drawdown is -4.63%. The current GDX drawdown is -35.95%.
| Rank | XLU | GDX |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -80.35% Sep 8, 2011 - Aug 8, 2025 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -70.79% Mar 14, 2008 - Sep 22, 2010 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -38.93% Feb 27, 2026 - Jul 20, 2026 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -20.52% Sep 5, 2006 - Feb 26, 2007 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -19.96% Jul 19, 2007 - Sep 18, 2007 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -19.14% Oct 16, 2025 - Dec 11, 2025 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -19.03% Apr 8, 2011 - Sep 2, 2011 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -18.56% Nov 6, 2007 - Jan 3, 2008 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -17.71% Jun 2, 2006 - Jul 3, 2006 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -17.58% Jan 28, 2026 - Feb 26, 2026 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -16.18% Dec 6, 2010 - Apr 8, 2011 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -13.48% Apr 16, 2007 - Jul 19, 2007 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -12.82% Feb 26, 2007 - Apr 16, 2007 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -12.32% Jan 14, 2008 - Feb 28, 2008 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -10.99% Jul 3, 2006 - Aug 2, 2006 |
Correlation
Correlation between XLU and GDX is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.33
-101
Dividend Comparison (1999 - 2026)
XLU vs GDX dividend yield comparison.
| Year | XLU | GDX |
|---|---|---|
| 2026 | 1.32% | 0.00% |
| 2025 | 2.71% | 0.74% |
| 2024 | 2.96% | 1.19% |
| 2023 | 3.39% | 1.61% |
| 2022 | 2.92% | 1.66% |
| 2021 | 2.79% | 1.67% |
| 2020 | 3.14% | 0.53% |
| 2019 | 2.95% | 0.67% |
| 2018 | 3.33% | 0.50% |
| 2017 | 3.33% | 0.76% |
| 2016 | 3.41% | 0.26% |
| 2015 | 3.67% | 0.85% |
| 2014 | 3.19% | 0.66% |
| 2013 | 3.86% | 0.90% |
| 2012 | 4.14% | 1.00% |
| 2011 | 3.80% | 1.46% |
| 2010 | 4.06% | 0.65% |
| 2009 | 4.11% | 0.24% |
| 2008 | 4.26% | 0.00% |
| 2007 | 2.59% | 3.25% |
| 2006 | 3.23% | 0.29% |
| 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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