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XLU vs SPY

Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XLU, delivering a return of +13.2% compared to +8.4%

XLU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLU
$23B
Winner
SPY
$781B
Expense Ratio
Winner
XLU
0.08%
SPY
0.09%
Max Drawdown
Winner
XLU
55.68%
SPY
56.47%
Sharpe Ratio
XLU
0.03
Winner
SPY
1.43
5Y Beta
Winner
XLU
0.31
SPY
1.00
P/E Ratio
Winner
XLU
19.17
SPY
26.48
Forward P/E
Winner
XLU
18.36
SPY
20.89
PEG Ratio
XLU
0.77
Winner
SPY
0.30
5Y Dividends CAGR
XLU
3.76%
Winner
SPY
6.00%
5Y EPS CAGR
XLU
12.82%
Winner
SPY
26.40%
Debt to Equity
XLU
126.83%
Winner
SPY
48.17%
P/S Ratio
Winner
XLU
2.77
SPY
3.72
P/B Ratio
Winner
XLU
2.26
SPY
5.55

XLU vs SPY - Holdings Comparison

XLU and SPY have 32 common holdings. Overlap is 2.15%

XLU's top 25 holdings weight is 91.85%. SPY's top 25 holdings weight is 51.49%.

RankXLUSPY
#1
NEXTERA ENERGY INC (NEE) - 13.01%
NVIDIA CORP (NVDA) - 7.76%
#2
SOUTHERN CO (SO) - 7.55%
APPLE INC (AAPL) - 7.44%
#3
DUKE ENERGY CORP (DUK) - 6.96%
MICROSOFT CORP (MSFT) - 4.56%
#4
CONSTELLATION ENERGY CORP (CEG) - 5.75%
AMAZON.COM INC (AMZN) - 3.74%
#5
AMERICAN ELECTRIC POWER CO INC (AEP) - 5.06%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
DOMINION ENERGY INC (D) - 4.39%
BROADCOM INC (AVGO) - 2.83%
#7
SEMPRA (SRE) - 4.20%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
ENTERGY CORP (ETR) - 3.63%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
VISTRA CORP (VST) - 3.55%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
XCEL ENERGY INC (XEL) - 3.48%
TESLA INC (TSLA) - 1.65%
#11
EXELON CORP (EXC) - 3.33%
ELI LILLY AND CO (LLY) - 1.44%
#12
CONSOLIDATED EDISON INC (ED) - 2.90%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.75%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
PG&E CORP (PCG) - 2.72%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
WEC ENERGY GROUP INC (WEC) - 2.60%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
AMEREN CORP (AEE) - 2.17%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
DTE ENERGY CO (DTE) - 2.15%
VISA INC CLASS A (V) - 0.91%
#18
EDISON INTERNATIONAL (EIX) - 2.11%
INTEL CORP (INTC) - 0.77%
#19
ATMOS ENERGY CORP (ATO) - 2.10%
WALMART INC (WMT) - 0.75%
#20
CENTERPOINT ENERGY INC (CNP) - 1.99%
ABBVIE INC (ABBV) - 0.70%
#21
EVERSOURCE ENERGY (ES) - 1.97%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
NRG ENERGY INC (NRG) - 1.95%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
PPL CORP (PPL) - 1.89%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
AMERICAN WATER WORKS CO INC (AWK) - 1.85%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
FIRSTENERGY CORP (FE) - 1.79%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings34505

XLU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XLU
-4.24%
Winner
SPY
+2.30%
3M
XLU
-4.49%
Winner
SPY
+5.00%
6M
XLU
+1.40%
Winner
SPY
+11.88%
1Y
XLU
+4.14%
Winner
SPY
+22.80%
5Y(CAGR)
XLU
+8.36%
Winner
SPY
+13.20%
10Y(CAGR)
XLU
+8.90%
Winner
SPY
+15.26%
Max(CAGR)
XLU
+7.74%
Winner
SPY
+8.59%

XLU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLUSPY
2026+1.80%+13.10%
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 -7.90%. The current SPY drawdown is -0.36%.

RankXLUSPY
#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.

YearXLUSPY
20261.37%0.48%
20252.71%1.07%
20242.96%1.21%
20233.39%1.40%
20222.92%1.65%
20212.79%1.20%
20203.14%1.52%
20192.95%1.75%
20183.33%2.04%
20173.33%1.80%
20163.41%2.03%
20153.67%2.06%
20143.19%1.87%
20133.86%1.81%
20124.14%2.18%
20113.80%2.05%
20104.06%1.80%
20094.11%1.95%
20084.26%3.02%
20072.59%1.85%
20063.23%1.73%
20053.22%1.73%
20043.14%1.82%
20033.41%1.47%
20024.81%1.70%
20013.14%1.25%
20004.26%1.15%
19991.30%0.24%

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