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XLU vs SCHA

Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).

5-Year PerformanceXLU has outperformed SCHA, delivering a return of +9.4% compared to +7.2%

XLU vs SCHA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLU
$22B
Winner
SCHA
$23B
Expense Ratio
XLU
0.08%
Winner
SCHA
0.04%
Max Drawdown
XLU
55.68%
Winner
SCHA
43.02%
Sharpe Ratio
XLU
0.67
Winner
SCHA
1.75
5Y Beta
Winner
XLU
0.33
SCHA
1.10
P/E Ratio
Winner
XLU
19.62
SCHA
169.53
Forward P/E
XLU
18.19
Winner
SCHA
14.44
PEG Ratio
XLU
0.78
SCHA
N/A
5Y Dividends CAGR
XLU
3.84%
Winner
SCHA
6.60%
5Y EPS CAGR
XLU
13.18%
Winner
SCHA
13.25%
Debt to Equity
XLU
125.66%
Winner
SCHA
42.83%
P/S Ratio
XLU
2.83
Winner
SCHA
1.34
P/B Ratio
XLU
2.28
Winner
SCHA
2.15

XLU vs SCHA - Holdings Comparison

XLU and SCHA have 1 common holdings. Overlap is 0.00%

XLU's top 25 holdings weight is 91.85%. SCHA's top 25 holdings weight is 7.29%.

RankXLUSCHA
#1
NEXTERA ENERGY INC (NEE) - 12.97%
SANDISK CORP ORDINARY SHARES (SNDK) - 0.50%
#2
SOUTHERN CO (SO) - 7.51%
RIGETTI COMPUTING INC (RGTI) - 0.46%
#3
DUKE ENERGY CORP (DUK) - 7.07%
n/a (RKT) - 0.40%
#4
CONSTELLATION ENERGY CORP (CEG) - 5.90%
D-WAVE QUANTUM INC (QBTS) - 0.38%
#5
AMERICAN ELECTRIC POWER CO INC (AEP) - 5.07%
COEUR MINING INC (CDE) - 0.36%
#6
SEMPRA (SRE) - 4.35%
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35%
#7
DOMINION ENERGY INC (D) - 4.15%
n/a (HIMS) - 0.33%
#8
ENTERGY CORP (ETR) - 3.64%
ATI INC (ATI) - 0.29%
#9
VISTRA CORP (VST) - 3.42%
IONIS PHARMACEUTICALS INC (IONS) - 0.29%
#10
EXELON CORP (EXC) - 3.40%
SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28%
#11
XCEL ENERGY INC (XEL) - 3.38%
STERLING INFRASTRUCTURE INC (STRL) - 0.28%
#12
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.88%
MUELLER INDUSTRIES INC (MLI) - 0.28%
#13
CONSOLIDATED EDISON INC (ED) - 2.82%
LUMENTUM HOLDINGS INC (LITE) - 0.27%
#14
WEC ENERGY GROUP INC (WEC) - 2.70%
ENSIGN GROUP INC (ENSG) - 0.26%
#15
PG&E CORP (PCG) - 2.67%
RAMBUS INC (RMBS) - 0.26%
#16
DTE ENERGY CO (DTE) - 2.22%
SOUTHSTATE BANK CORP (SSB) - 0.25%
#17
AMEREN CORP (AEE) - 2.19%
ECHOSTAR CORP CLASS A (SATS) - 0.25%
#18
ATMOS ENERGY CORP (ATO) - 2.04%
INTERDIGITAL INC (IDCC) - 0.24%
#19
CENTERPOINT ENERGY INC (CNP) - 2.03%
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24%
#20
NRG ENERGY INC (NRG) - 2.03%
BRIDGEBIO PHARMA INC (BBIO) - 0.24%
#21
EDISON INTERNATIONAL (EIX) - 2.01%
SILICON LABORATORIES INC (SLAB) - 0.22%
#22
PPL CORP (PPL) - 1.94%
SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22%
#23
EVERSOURCE ENERGY (ES) - 1.91%
OSCAR HEALTH INC CLASS A (OSCR) - 0.22%
#24
AMERICAN WATER WORKS CO INC (AWK) - 1.80%
PJT PARTNERS INC CLASS A (PJT) - 0.22%
#25
FIRSTENERGY CORP (FE) - 1.75%
n/a (MWA) - 0.20%
Total Holdings341709

XLU vs SCHA - Historical Returns

Returns include dividend reinvestment.

1M
XLU
-1.46%
Winner
SCHA
+5.32%
3M
XLU
-3.57%
Winner
SCHA
+21.26%
6M
XLU
+5.47%
Winner
SCHA
+19.84%
1Y
XLU
+11.82%
Winner
SCHA
+41.48%
5Y(CAGR)
Winner
XLU
+9.39%
SCHA
+7.19%
10Y(CAGR)
XLU
+9.25%
Winner
SCHA
+11.52%
Max(CAGR)
XLU
+7.86%
Winner
SCHA
+12.55%

XLU vs SCHA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLUSCHA
2026+3.84%+21.13%
2025+15.12%+11.64%
2024+21.52%+11.85%
2023-7.17%+19.16%
2022+2.43%-20.62%
2021+20.74%+18.07%
2020+1.85%+19.19%
2019+28.12%+26.04%
2018+4.90%-12.63%
2017+12.31%+14.15%
2016+16.30%+22.30%
2015-5.35%-3.91%
2014+30.73%+7.50%
2013+11.01%+35.74%
2012+2.87%+16.68%
2011+19.04%-4.64%
2010+5.10%+25.72%
2009+9.16%+9.88%
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 SCHA Drawdown Comparison

The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.

The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current XLU drawdown is -6.06%.

RankXLUSCHA
#1-51.96%
May 21, 2001 - Feb 8, 2005		-42.41%
Jan 16, 2020 - Nov 9, 2020
#2-46.49%
Dec 10, 2007 - Jun 14, 2012		-30.79%
Nov 8, 2021 - Oct 16, 2024
#3-36.03%
Feb 18, 2020 - Aug 5, 2021		-28.37%
Apr 29, 2011 - Sep 6, 2012
#4-25.26%
Sep 12, 2022 - Aug 1, 2024		-27.29%
Nov 25, 2024 - Sep 18, 2025
#5-21.46%
Nov 1, 1999 - Jun 13, 2000		-26.45%
Aug 31, 2018 - Jan 16, 2020
#6-15.71%
Apr 8, 2022 - Aug 12, 2022		-24.96%
Jun 23, 2015 - Nov 11, 2016
#7-15.69%
Jan 29, 2015 - Mar 8, 2016		-19.99%
Apr 23, 2010 - Nov 5, 2010
#8-15.59%
Nov 14, 2017 - Oct 24, 2018		-12.15%
Jul 3, 2014 - Dec 23, 2014
#9-13.25%
Dec 13, 2000 - May 21, 2001		-9.55%
Sep 14, 2012 - Jan 2, 2013
#10-12.44%
Jul 6, 2016 - Mar 22, 2017		-9.51%
Jan 22, 2026 - Apr 13, 2026
#11-12.04%
Apr 30, 2013 - Feb 14, 2014		-9.18%
Jan 23, 2018 - May 17, 2018
#12-11.86%
Oct 3, 2005 - Jul 19, 2006		-9.04%
Jan 19, 2010 - Mar 2, 2010
#13-11.73%
May 18, 2007 - Oct 31, 2007		-8.73%
Mar 15, 2021 - Jun 8, 2021
#14-10.51%
Nov 29, 2024 - May 16, 2025		-8.53%
Jun 8, 2021 - Oct 25, 2021
#15-9.94%
Jul 30, 2012 - Feb 28, 2013		-7.54%
Oct 27, 2025 - Dec 3, 2025

Correlation

Correlation between XLU and SCHA 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 SCHA dividend yield comparison.

YearXLUSCHA
20260.70%0.11%
20252.71%1.26%
20242.96%1.51%
20233.39%1.42%
20222.92%1.37%
20212.79%1.19%
20203.14%1.05%
20192.95%1.39%
20183.33%1.58%
20173.33%1.24%
20163.41%1.50%
20153.67%1.48%
20143.19%1.45%
20133.86%1.14%
20124.14%1.87%
20113.80%1.23%
20104.06%0.98%
20094.11%0.22%
20084.26%0.00%
20072.59%0.00%
20063.23%0.00%
20053.22%0.00%
20043.14%0.00%
20033.41%0.00%
20024.81%0.00%
20013.14%0.00%
20004.26%0.00%
19991.30%0.00%

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