XLU vs RDVY
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceRDVY has outperformed XLU, delivering a return of +12.0% compared to +9.4%
XLU vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLU
$22B
RDVY
$22B
Expense Ratio
Winner
XLU
0.08%
RDVY
0.47%
Max Drawdown
XLU
55.68%
Winner
RDVY
40.60%
Sharpe Ratio
XLU
0.67
Winner
RDVY
1.61
5Y Beta
Winner
XLU
0.33
RDVY
0.93
P/E Ratio
XLU
19.62
Winner
RDVY
18.58
Forward P/E
XLU
18.19
Winner
RDVY
17.05
PEG Ratio
XLU
0.78
Winner
RDVY
0.37
5Y Dividends CAGR
XLU
3.84%
Winner
RDVY
5.57%
5Y EPS CAGR
XLU
13.18%
Winner
RDVY
22.13%
Debt to Equity
XLU
125.66%
Winner
RDVY
30.07%
P/S Ratio
XLU
2.83
Winner
RDVY
2.69
P/B Ratio
Winner
XLU
2.28
RDVY
3.86
XLU vs RDVY - Holdings Comparison
XLU and RDVY have 1 common holdings. Overlap is 0.00%
XLU's top 25 holdings weight is 91.85%. RDVY's top 25 holdings weight is 57.31%.
| Rank | XLU | RDVY |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 12.97% | LAM RESEARCH CORP (LRCX) - 4.53% |
| #2 | SOUTHERN CO (SO) - 7.51% | APPLIED MATERIALS INC (AMAT) - 3.74% |
| #3 | DUKE ENERGY CORP (DUK) - 7.07% | KLA CORP (KLAC) - 3.43% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.90% | GE VERNOVA INC (GEV) - 3.02% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.07% | ALPHABET INC CLASS A (GOOGL) - 2.81% |
| #6 | SEMPRA (SRE) - 4.35% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% |
| #7 | DOMINION ENERGY INC (D) - 4.15% | ROSS STORES INC (ROST) - 2.48% |
| #8 | ENTERGY CORP (ETR) - 3.64% | MUELLER INDUSTRIES INC (MLI) - 2.44% |
| #9 | VISTRA CORP (VST) - 3.42% | BAKER HUGHES CO CLASS A (BKR) - 2.42% |
| #10 | EXELON CORP (EXC) - 3.40% | BANK OF NEW YORK MELLON CORP (BNY) - 2.32% |
| #11 | XCEL ENERGY INC (XEL) - 3.38% | NVIDIA CORP (NVDA) - 2.27% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.88% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.97% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.82% | SNAP-ON INC (SNA) - 1.90% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.70% | GE AEROSPACE (GE) - 1.90% |
| #15 | PG&E CORP (PCG) - 2.67% | WILLIAMS-SONOMA INC (WSM) - 1.89% |
| #16 | DTE ENERGY CO (DTE) - 2.22% | CHUBB LTD (CB) - 1.88% |
| #17 | AMEREN CORP (AEE) - 2.19% | THE TRAVELERS COMPANIES INC (TRV) - 1.85% |
| #18 | ATMOS ENERGY CORP (ATO) - 2.04% | STATE STREET CORP (STT) - 1.84% |
| #19 | CENTERPOINT ENERGY INC (CNP) - 2.03% | JPMORGAN CHASE & CO (JPM) - 1.82% |
| #20 | NRG ENERGY INC (NRG) - 2.03% | ALLSTATE CORP (ALL) - 1.77% |
| #21 | EDISON INTERNATIONAL (EIX) - 2.01% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.75% |
| #22 | PPL CORP (PPL) - 1.94% | AMERICAN EXPRESS CO (AXP) - 1.68% |
| #23 | EVERSOURCE ENERGY (ES) - 1.91% | PULTEGROUP INC (PHM) - 1.68% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.80% | VISA INC CLASS A (V) - 1.67% |
| #25 | FIRSTENERGY CORP (FE) - 1.75% | META PLATFORMS INC CLASS A (META) - 1.60% |
| Total Holdings | 34 | 75 |
XLU vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-1.46%
Winner
RDVY
+6.09%
3M
XLU
-3.57%
Winner
RDVY
+15.14%
6M
XLU
+5.47%
Winner
RDVY
+12.61%
1Y
XLU
+11.82%
Winner
RDVY
+29.31%
5Y(CAGR)
XLU
+9.39%
Winner
RDVY
+12.01%
10Y(CAGR)
XLU
+9.25%
Winner
RDVY
+16.22%
Max(CAGR)
XLU
+7.86%
Winner
RDVY
+13.55%
XLU vs RDVY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | RDVY |
|---|---|---|
| 2026 | +3.84% | +12.32% |
| 2025 | +15.12% | +19.20% |
| 2024 | +21.52% | +16.09% |
| 2023 | -7.17% | +20.81% |
| 2022 | +2.43% | -13.98% |
| 2021 | +20.74% | +33.30% |
| 2020 | +1.85% | +12.49% |
| 2019 | +28.12% | +37.39% |
| 2018 | +4.90% | -10.30% |
| 2017 | +12.31% | +21.69% |
| 2016 | +16.30% | +22.80% |
| 2015 | -5.35% | -3.01% |
| 2014 | +30.73% | +10.58% |
| 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 RDVY Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current XLU drawdown is -6.06%.
| Rank | XLU | RDVY |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between XLU and RDVY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
XLU vs RDVY dividend yield comparison.
| Year | XLU | RDVY |
|---|---|---|
| 2026 | 0.70% | 0.23% |
| 2025 | 2.71% | 1.11% |
| 2024 | 2.96% | 1.64% |
| 2023 | 3.39% | 2.09% |
| 2022 | 2.92% | 2.21% |
| 2021 | 2.79% | 1.04% |
| 2020 | 3.14% | 1.53% |
| 2019 | 2.95% | 1.55% |
| 2018 | 3.33% | 1.68% |
| 2017 | 3.33% | 1.25% |
| 2016 | 3.41% | 2.07% |
| 2015 | 3.67% | 2.14% |
| 2014 | 3.19% | 1.91% |
| 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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