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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 PerformanceXLU has outperformed SPY, delivering a return of +13.4% compared to +13.2%

XLU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLU
$22B
Winner
SPY
$784B
Expense Ratio
Winner
XLU
0.08%
SPY
0.09%
Max Drawdown
Winner
XLU
55.68%
SPY
56.47%
Sharpe Ratio
XLU
0.80
Winner
SPY
1.54
5Y Beta
Winner
XLU
0.33
SPY
1.00
P/E Ratio
Winner
XLU
19.91
SPY
27.62
Forward P/E
Winner
XLU
18.54
SPY
21.11
PEG Ratio
XLU
0.79
SPY
N/A
5Y Dividends CAGR
XLU
3.76%
Winner
SPY
6.00%
5Y EPS CAGR
XLU
13.13%
Winner
SPY
25.30%
Debt to Equity
XLU
126.09%
Winner
SPY
31.11%
P/S Ratio
Winner
XLU
2.86
SPY
3.49
P/B Ratio
Winner
XLU
2.29
SPY
5.30

XLU vs SPY - Holdings Comparison

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

XLU's top 25 holdings weight is 91.67%. SPY's top 25 holdings weight is 51.24%.

RankXLUSPY
#1
NEXTERA ENERGY INC (NEE) - 12.94%
NVIDIA CORP (NVDA) - 7.81%
#2
SOUTHERN CO (SO) - 7.38%
APPLE INC (AAPL) - 6.81%
#3
DUKE ENERGY CORP (DUK) - 6.97%
MICROSOFT CORP (MSFT) - 4.53%
#4
CONSTELLATION ENERGY CORP (CEG) - 6.19%
AMAZON.COM INC (AMZN) - 3.72%
#5
AMERICAN ELECTRIC POWER CO INC (AEP) - 5.03%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
SEMPRA (SRE) - 4.27%
BROADCOM INC (AVGO) - 2.77%
#7
DOMINION ENERGY INC (D) - 4.21%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
VISTRA CORP (VST) - 3.67%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
ENTERGY CORP (ETR) - 3.63%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
EXELON CORP (EXC) - 3.38%
TESLA INC (TSLA) - 1.76%
#11
XCEL ENERGY INC (XEL) - 3.32%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.87%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CONSOLIDATED EDISON INC (ED) - 2.80%
ELI LILLY AND CO (LLY) - 1.38%
#14
WEC ENERGY GROUP INC (WEC) - 2.65%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
PG&E CORP (PCG) - 2.62%
EXXON MOBIL CORP (XOM) - 0.92%
#16
DTE ENERGY CO (DTE) - 2.22%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
AMEREN CORP (AEE) - 2.18%
VISA INC CLASS A (V) - 0.87%
#18
NRG ENERGY INC (NRG) - 2.03%
INTEL CORP (INTC) - 0.85%
#19
ATMOS ENERGY CORP (ATO) - 2.03%
WALMART INC (WMT) - 0.82%
#20
CENTERPOINT ENERGY INC (CNP) - 2.02%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
EDISON INTERNATIONAL (EIX) - 1.98%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
PPL CORP (PPL) - 1.89%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
EVERSOURCE ENERGY (ES) - 1.88%
CATERPILLAR INC (CAT) - 0.68%
#24
AMERICAN WATER WORKS CO INC (AWK) - 1.77%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
FIRSTENERGY CORP (FE) - 1.74%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings34505

XLU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLU
+0.01%
SPY
-1.37%
3M
XLU
+1.29%
Winner
SPY
+12.22%
6M
XLU
+7.16%
Winner
SPY
+7.20%
1Y
XLU
+14.78%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
XLU
+13.44%
SPY
+13.19%
10Y(CAGR)
XLU
+12.65%
Winner
SPY
+15.12%
Max(CAGR)
Winner
XLU
+11.68%
SPY
+8.44%

XLU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLUSPY
2026+5.77%+7.95%
2025+17.50%+18.00%
2024+25.32%+25.59%
2023-4.10%+26.72%
2022+5.46%-18.64%
2021+24.44%+30.52%
2020+5.53%+17.28%
2019+32.08%+31.09%
2018+8.49%-5.24%
2017+15.98%+20.78%
2016+20.23%+13.59%
2015-1.84%+1.31%
2014+35.29%+14.56%
2013+15.37%+29.00%
2012+7.05%+14.17%
2011+23.97%+0.85%
2010+9.49%+13.14%
2009+14.06%+22.67%
2008-25.94%-36.25%
2007+21.28%+5.32%
2006+23.00%+13.85%
2005+21.51%+5.32%
2004+28.23%+10.75%
2003+28.17%+24.18%
2002-26.81%-22.42%
2001-9.00%-10.13%
2000+32.32%-8.84%
1999-4.54%+8.61%

XLU vs SPY Drawdown Comparison

The maximum drawdown for XLU was -49.38%, occurring on Oct 9, 2002. Recovery took 860 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 -4.31%. The current SPY drawdown is -3.18%.

RankXLUSPY
#1-49.38%
May 21, 2001 - Oct 25, 2004		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.14%
Dec 10, 2007 - May 10, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.36%
Feb 18, 2020 - Apr 13, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.37%
Sep 12, 2022 - May 8, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.49%
Nov 1, 1999 - Apr 25, 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
#7-14.82%
Nov 14, 2017 - Aug 16, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.26%
Jan 29, 2015 - Feb 2, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.04%
Apr 30, 2013 - Jan 31, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.86%
Oct 3, 2005 - Jul 3, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.85%
Dec 18, 2000 - May 1, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.71%
Jul 6, 2016 - Feb 24, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.25%
Jul 21, 2011 - Sep 16, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.13%
May 18, 2007 - Oct 29, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.69%
Nov 29, 2024 - May 6, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XLU and SPY 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 SPY dividend yield comparison.

YearXLUSPY
20261.32%0.50%
20254.68%1.07%
20245.92%1.21%
20236.77%1.40%
20225.84%1.65%
20215.59%1.20%
20206.28%1.52%
20195.91%1.75%
20186.66%2.04%
20176.65%1.80%
20166.83%2.03%
20157.35%2.06%
20146.38%1.87%
20137.72%1.81%
20128.28%2.18%
20117.61%2.05%
20108.11%1.80%
20098.21%1.95%
20088.51%3.02%
20075.18%1.85%
20066.45%1.73%
20056.44%1.73%
20046.28%1.82%
20036.83%1.47%
20029.61%1.70%
20016.28%1.25%
20008.53%1.15%
19992.60%0.24%

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