XLU vs SPY
Comparison between THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XLU, delivering a return of +13.3% compared to +9.5%
XLU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLU
$24B
Winner
SPY
$652B
Expense Ratio
Winner
XLU
0.08%
SPY
0.09%
Max Drawdown
Winner
XLU
55.68%
SPY
56.47%
Sharpe Ratio
XLU
0.73
Winner
SPY
2.07
5Y Beta
Winner
XLU
0.34
SPY
1.00
P/E Ratio
Winner
XLU
21.27
SPY
28.24
Forward P/E
Winner
XLU
19.32
SPY
21.85
PEG Ratio
XLU
0.90
SPY
N/A
5Y Dividends CAGR
XLU
3.84%
Winner
SPY
5.43%
5Y EPS CAGR
XLU
12.64%
Winner
SPY
25.79%
Debt to Equity
XLU
130.53%
Winner
SPY
22.35%
P/S Ratio
Winner
XLU
2.98
SPY
3.55
P/B Ratio
Winner
XLU
2.47
SPY
5.29
XLU vs SPY - Holdings Comparison
XLU and SPY have 32 common holdings. Overlap is 2.34%
XLU's top 25 holdings weight is 92.09%. SPY's top 25 holdings weight is 51.32%.
| Rank | XLU | SPY |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.81% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | SOUTHERN CO (SO) - 7.25% | APPLE INC (AAPL) - 6.48% |
| #3 | DUKE ENERGY CORP (DUK) - 6.93% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 6.52% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SEMPRA (SRE) - 4.26% | BROADCOM INC (AVGO) - 3.09% |
| #7 | DOMINION ENERGY INC (D) - 3.76% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ENTERGY CORP (ETR) - 3.65% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | VISTRA CORP (VST) - 3.45% | TESLA INC (TSLA) - 1.73% |
| #10 | EXELON CORP (EXC) - 3.39% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | XCEL ENERGY INC (XEL) - 3.28% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.77% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.62% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | PG&E CORP (PCG) - 2.53% | WALMART INC (WMT) - 0.91% |
| #16 | NRG ENERGY INC (NRG) - 2.23% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | AMEREN CORP (AEE) - 2.17% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ATMOS ENERGY CORP (ATO) - 2.16% | VISA INC CLASS A (V) - 0.85% |
| #19 | DTE ENERGY CO (DTE) - 2.15% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | PPL CORP (PPL) - 2.01% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | CENTERPOINT ENERGY INC (CNP) - 1.97% | INTEL CORP (INTC) - 0.65% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.84% | NETFLIX INC (NFLX) - 0.64% |
| #23 | EVERSOURCE ENERGY (ES) - 1.82% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.81% | CHEVRON CORP (CVX) - 0.58% |
| #25 | FIRSTENERGY CORP (FE) - 1.79% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 34 | 505 |
XLU vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-4.40%
Winner
SPY
+9.11%
3M
XLU
+3.56%
Winner
SPY
+6.59%
6M
XLU
+1.16%
Winner
SPY
+10.56%
1Y
XLU
+14.81%
Winner
SPY
+32.04%
5Y(CAGR)
XLU
+9.51%
Winner
SPY
+13.35%
10Y(CAGR)
XLU
+9.61%
Winner
SPY
+15.49%
Max(CAGR)
XLU
+7.91%
Winner
SPY
+8.50%
XLU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | SPY |
|---|---|---|
| 2026 | +4.28% | +8.27% |
| 2025 | +15.12% | +18.00% |
| 2024 | +21.52% | +25.59% |
| 2023 | -7.17% | +26.72% |
| 2022 | +2.43% | -18.64% |
| 2021 | +20.74% | +30.52% |
| 2020 | +1.85% | +17.28% |
| 2019 | +28.12% | +31.09% |
| 2018 | +4.90% | -5.24% |
| 2017 | +12.31% | +20.78% |
| 2016 | +16.30% | +13.59% |
| 2015 | -5.35% | +1.31% |
| 2014 | +30.73% | +14.56% |
| 2013 | +11.01% | +29.00% |
| 2012 | +2.87% | +14.17% |
| 2011 | +19.04% | +0.85% |
| 2010 | +5.10% | +13.14% |
| 2009 | +9.16% | +22.67% |
| 2008 | -28.52% | -36.25% |
| 2007 | +18.09% | +5.32% |
| 2006 | +18.82% | +13.85% |
| 2005 | +17.72% | +5.32% |
| 2004 | +23.90% | +10.75% |
| 2003 | +23.54% | +24.18% |
| 2002 | -29.77% | -22.42% |
| 2001 | -11.65% | -10.13% |
| 2000 | +26.52% | -8.84% |
| 1999 | -5.71% | +8.61% |
XLU vs SPY Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLU drawdown is -5.66%.
| Rank | XLU | SPY |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLU and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
XLU vs SPY dividend yield comparison.
| Year | XLU | SPY |
|---|---|---|
| 2026 | 0.69% | 0.24% |
| 2025 | 2.71% | 1.07% |
| 2024 | 2.96% | 1.21% |
| 2023 | 3.39% | 1.40% |
| 2022 | 2.92% | 1.65% |
| 2021 | 2.79% | 1.20% |
| 2020 | 3.14% | 1.52% |
| 2019 | 2.95% | 1.75% |
| 2018 | 3.33% | 2.04% |
| 2017 | 3.33% | 1.80% |
| 2016 | 3.41% | 2.03% |
| 2015 | 3.67% | 2.06% |
| 2014 | 3.19% | 1.87% |
| 2013 | 3.86% | 1.81% |
| 2012 | 4.14% | 2.18% |
| 2011 | 3.80% | 2.05% |
| 2010 | 4.06% | 1.80% |
| 2009 | 4.11% | 1.95% |
| 2008 | 4.26% | 3.02% |
| 2007 | 2.59% | 1.85% |
| 2006 | 3.23% | 1.73% |
| 2005 | 3.22% | 1.73% |
| 2004 | 3.14% | 1.82% |
| 2003 | 3.41% | 1.47% |
| 2002 | 4.81% | 1.70% |
| 2001 | 3.14% | 1.25% |
| 2000 | 4.26% | 1.15% |
| 1999 | 1.30% | 0.24% |
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