XLU vs MDY
Comparison between THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF) and S&P MidCap 400 ETF (MDY, ETF).
5-Year PerformanceXLU has outperformed MDY, delivering a return of +9.5% compared to +7.3%
XLU vs MDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLU
$24B
MDY
$24B
Expense Ratio
Winner
XLU
0.08%
MDY
0.23%
Max Drawdown
Winner
XLU
55.68%
MDY
56.26%
Sharpe Ratio
XLU
0.73
Winner
MDY
1.41
5Y Beta
Winner
XLU
0.34
MDY
0.99
P/E Ratio
Winner
XLU
21.27
MDY
24.58
Forward P/E
XLU
19.32
Winner
MDY
16.58
PEG Ratio
XLU
0.90
MDY
N/A
5Y Dividends CAGR
XLU
3.84%
Winner
MDY
8.61%
5Y EPS CAGR
Winner
XLU
12.64%
MDY
12.56%
Debt to Equity
XLU
130.53%
Winner
MDY
56.25%
P/S Ratio
XLU
2.98
Winner
MDY
1.57
P/B Ratio
Winner
XLU
2.47
MDY
2.66
XLU vs MDY - Holdings Comparison
XLU and MDY have 1 common holdings. Overlap is 0.02%
XLU's top 25 holdings weight is 92.09%. MDY's top 25 holdings weight is 16.05%.
| Rank | XLU | MDY |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.81% | TECHNIPFMC PLC (n/a) - 0.88% |
| #2 | SOUTHERN CO (SO) - 7.25% | CASEY'S GENERAL STORES INC (CASY) - 0.85% |
| #3 | DUKE ENERGY CORP (DUK) - 6.93% | UNITED THERAPEUTICS CORP (UTHR) - 0.80% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 6.52% | CURTISS-WRIGHT CORP (CW) - 0.79% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% | FLEX LTD (FLEX) - 0.75% |
| #6 | SEMPRA (SRE) - 4.26% | XPO INC (XPO) - 0.71% |
| #7 | DOMINION ENERGY INC (D) - 3.76% | WOODWARD INC (WWD) - 0.67% |
| #8 | ENTERGY CORP (ETR) - 3.65% | ROYAL GOLD INC (RGLD) - 0.65% |
| #9 | VISTRA CORP (VST) - 3.45% | US FOODS HOLDING CORP (USFD) - 0.64% |
| #10 | EXELON CORP (EXC) - 3.39% | BURLINGTON STORES INC (BURL) - 0.63% |
| #11 | XCEL ENERGY INC (XEL) - 3.28% | MASTEC INC (MTZ) - 0.62% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% | ATI INC (ATI) - 0.62% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.77% | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.62% | TWILIO INC CLASS A (TWLO) - 0.60% |
| #15 | PG&E CORP (PCG) - 2.53% | NVENT ELECTRIC PLC (NVT) - 0.60% |
| #16 | NRG ENERGY INC (NRG) - 2.23% | ILLUMINA INC (ILMN) - 0.59% |
| #17 | AMEREN CORP (AEE) - 2.17% | BWX TECHNOLOGIES INC (BWXT) - 0.59% |
| #18 | ATMOS ENERGY CORP (ATO) - 2.16% | FABRINET (FN) - 0.59% |
| #19 | DTE ENERGY CO (DTE) - 2.15% | EVERPURE INC CLASS A (P) - 0.58% |
| #20 | PPL CORP (PPL) - 2.01% | ENTEGRIS INC (ENTG) - 0.56% |
| #21 | CENTERPOINT ENERGY INC (CNP) - 1.97% | NEXTPOWER INC-CL A (n/a) - 0.56% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.84% | RB GLOBAL INC (RBA) - 0.56% |
| #23 | EVERSOURCE ENERGY (ES) - 1.82% | ALCOA CORP (AA) - 0.54% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.81% | RBC BEARINGS INC (RBC) - 0.54% |
| #25 | FIRSTENERGY CORP (FE) - 1.79% | TENET HEALTHCARE CORP (THC) - 0.52% |
| Total Holdings | 34 | 400 |
XLU vs MDY - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-4.40%
Winner
MDY
+4.90%
3M
Winner
XLU
+3.56%
MDY
+3.24%
6M
XLU
+1.16%
Winner
MDY
+14.61%
1Y
XLU
+14.81%
Winner
MDY
+26.74%
5Y(CAGR)
Winner
XLU
+9.51%
MDY
+7.31%
10Y(CAGR)
XLU
+9.61%
Winner
MDY
+11.26%
Max(CAGR)
XLU
+7.91%
Winner
MDY
+10.00%
XLU vs MDY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | MDY |
|---|---|---|
| 2026 | +4.28% | +10.74% |
| 2025 | +15.12% | +7.44% |
| 2024 | +21.52% | +14.00% |
| 2023 | -7.17% | +16.64% |
| 2022 | +2.43% | -13.53% |
| 2021 | +20.74% | +26.53% |
| 2020 | +1.85% | +13.37% |
| 2019 | +28.12% | +26.23% |
| 2018 | +4.90% | -12.12% |
| 2017 | +12.31% | +15.30% |
| 2016 | +16.30% | +22.01% |
| 2015 | -5.35% | -2.35% |
| 2014 | +30.73% | +10.67% |
| 2013 | +11.01% | +29.47% |
| 2012 | +2.87% | +16.51% |
| 2011 | +19.04% | -3.32% |
| 2010 | +5.10% | +24.20% |
| 2009 | +9.16% | +33.95% |
| 2008 | -28.52% | -36.01% |
| 2007 | +18.09% | +6.68% |
| 2006 | +18.82% | +8.55% |
| 2005 | +17.72% | +13.72% |
| 2004 | +23.90% | +15.51% |
| 2003 | +23.54% | +31.04% |
| 2002 | -29.77% | -14.53% |
| 2001 | -11.65% | +3.12% |
| 2000 | +26.52% | +18.83% |
| 1999 | -5.71% | +10.57% |
XLU vs MDY Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The current XLU drawdown is -5.66%. The current MDY drawdown is -0.83%.
| Rank | XLU | MDY |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -55.34% Jul 13, 2007 - Dec 6, 2010 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -42.21% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -32.04% Apr 16, 2002 - Oct 13, 2003 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -26.20% Apr 29, 2011 - Mar 26, 2012 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -25.60% Sep 7, 2000 - Apr 10, 2002 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -24.04% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -23.79% Nov 16, 2021 - Feb 12, 2024 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -23.16% Aug 29, 2018 - Nov 26, 2019 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -19.27% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -13.95% Mar 24, 2000 - Jun 2, 2000 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -12.52% May 8, 2006 - Dec 4, 2006 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -11.12% Mar 26, 2012 - Sep 7, 2012 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -10.55% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -10.49% Apr 5, 2004 - Nov 4, 2004 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -9.69% Jan 26, 2018 - Jun 6, 2018 |
Correlation
Correlation between XLU and MDY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
XLU vs MDY dividend yield comparison.
| Year | XLU | MDY |
|---|---|---|
| 2026 | 0.69% | 0.22% |
| 2025 | 2.71% | 1.15% |
| 2024 | 2.96% | 1.18% |
| 2023 | 3.39% | 1.21% |
| 2022 | 2.92% | 1.37% |
| 2021 | 2.79% | 0.96% |
| 2020 | 3.14% | 1.12% |
| 2019 | 2.95% | 1.34% |
| 2018 | 3.33% | 1.39% |
| 2017 | 3.33% | 1.18% |
| 2016 | 3.41% | 1.31% |
| 2015 | 3.67% | 1.35% |
| 2014 | 3.19% | 1.17% |
| 2013 | 3.86% | 1.07% |
| 2012 | 4.14% | 1.14% |
| 2011 | 3.80% | 1.07% |
| 2010 | 4.06% | 0.91% |
| 2009 | 4.11% | 1.22% |
| 2008 | 4.26% | 1.87% |
| 2007 | 2.59% | 1.18% |
| 2006 | 3.23% | 1.18% |
| 2005 | 3.22% | 1.04% |
| 2004 | 3.14% | 0.87% |
| 2003 | 3.41% | 0.82% |
| 2002 | 4.81% | 0.91% |
| 2001 | 3.14% | 0.77% |
| 2000 | 4.26% | 0.82% |
| 1999 | 1.30% | 2.69% |
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