XLU vs TQQQ
Comparison between THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF) and PROSHARES ULTRAPRO QQQ (TQQQ, ETF).
5-Year PerformanceTQQQ has outperformed XLU, delivering a return of +25.2% compared to +9.5%
XLU vs TQQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLU
$24B
Winner
TQQQ
$25B
Expense Ratio
XLU
0.08%
TQQQ
N/A
Max Drawdown
Winner
XLU
55.68%
TQQQ
81.75%
Sharpe Ratio
XLU
0.73
Winner
TQQQ
2.18
5Y Beta
Winner
XLU
0.34
TQQQ
3.64
P/E Ratio
Winner
XLU
21.27
TQQQ
36.32
Forward P/E
Winner
XLU
19.32
TQQQ
24.34
PEG Ratio
XLU
0.90
Winner
TQQQ
0.44
5Y Dividends CAGR
XLU
3.84%
Winner
TQQQ
543.57%
5Y EPS CAGR
XLU
12.64%
TQQQ
N/A
Debt to Equity
XLU
130.53%
Winner
TQQQ
36.14%
P/S Ratio
XLU
2.98
TQQQ
N/A
P/B Ratio
XLU
2.47
TQQQ
N/A
XLU vs TQQQ - Holdings Comparison
XLU and TQQQ have 5 common holdings. Overlap is 0.61%
XLU's top 25 holdings weight is 92.09%. TQQQ's top 25 holdings weight is 69.69%.
| Rank | XLU | TQQQ |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.81% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 28.10% |
| #2 | SOUTHERN CO (SO) - 7.25% | NASDAQ 100 INDEX SWAP (n/a) - 5.49% |
| #3 | DUKE ENERGY CORP (DUK) - 6.93% | NVIDIA CORP (NVDA) - 4.53% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 6.52% | APPLE INC (AAPL) - 3.60% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% | MICROSOFT CORP (MSFT) - 2.77% |
| #6 | SEMPRA (SRE) - 4.26% | AMAZON.COM INC (AMZN) - 2.54% |
| #7 | DOMINION ENERGY INC (D) - 3.76% | META PLATFORMS INC CLASS A (META) - 1.85% |
| #8 | ENTERGY CORP (ETR) - 3.65% | ALPHABET INC CLASS A (GOOGL) - 1.84% |
| #9 | VISTRA CORP (VST) - 3.45% | TESLA INC (TSLA) - 1.72% |
| #10 | EXELON CORP (EXC) - 3.39% | ALPHABET INC CLASS C (GOOG) - 1.71% |
| #11 | XCEL ENERGY INC (XEL) - 3.28% | BROADCOM INC (AVGO) - 1.71% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% | WALMART INC (WMT) - 1.60% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.77% | MICRON TECHNOLOGY INC (MU) - 1.37% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.62% | CTE PROSHARES TRUST M (n/a) - 1.22% |
| #15 | PG&E CORP (PCG) - 2.53% | NETFLIX INC (NFLX) - 1.18% |
| #16 | NRG ENERGY INC (NRG) - 2.23% | COSTCO WHOLESALE CORP (COST) - 1.13% |
| #17 | AMEREN CORP (AEE) - 2.17% | ADVANCED MICRO DEVICES INC (AMD) - 1.09% |
| #18 | ATMOS ENERGY CORP (ATO) - 2.16% | LAM RESEARCH CORP (LRCX) - 0.89% |
| #19 | DTE ENERGY CO (DTE) - 2.15% | CISCO SYSTEMS INC (CSCO) - 0.85% |
| #20 | PPL CORP (PPL) - 2.01% | INTEL CORP (INTC) - 0.83% |
| #21 | CENTERPOINT ENERGY INC (CNP) - 1.97% | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.84% | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 0.81% |
| #23 | EVERSOURCE ENERGY (ES) - 1.82% | n/a (PLTR) - 0.81% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.81% | KLA CORP (KLAC) - 0.62% |
| #25 | FIRSTENERGY CORP (FE) - 1.79% | LINDE PLC (LIN) - 0.61% |
| Total Holdings | 34 | 106 |
XLU vs TQQQ - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-4.40%
Winner
TQQQ
+58.92%
3M
XLU
+3.56%
Winner
TQQQ
+47.67%
6M
XLU
+1.16%
Winner
TQQQ
+44.68%
1Y
XLU
+14.81%
Winner
TQQQ
+159.88%
5Y(CAGR)
XLU
+9.51%
Winner
TQQQ
+25.22%
10Y(CAGR)
XLU
+9.61%
Winner
TQQQ
+45.15%
Max(CAGR)
XLU
+7.91%
Winner
TQQQ
+43.95%
XLU vs TQQQ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | TQQQ |
|---|---|---|
| 2026 | +4.28% | +45.95% |
| 2025 | +15.12% | +35.23% |
| 2024 | +21.52% | +66.68% |
| 2023 | -7.17% | +205.14% |
| 2022 | +2.43% | -79.67% |
| 2021 | +20.74% | +91.35% |
| 2020 | +1.85% | +100.13% |
| 2019 | +28.12% | +130.53% |
| 2018 | +4.90% | -23.72% |
| 2017 | +12.31% | +112.91% |
| 2016 | +16.30% | +18.63% |
| 2015 | -5.35% | +18.20% |
| 2014 | +30.73% | +60.84% |
| 2013 | +11.01% | +119.27% |
| 2012 | +2.87% | +44.08% |
| 2011 | +19.04% | -12.02% |
| 2010 | +5.10% | +78.04% |
| 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 TQQQ Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for TQQQ was -81.65%, occurring on Dec 28, 2022. Recovery took 763 trading sessions.
The current XLU drawdown is -5.66%.
| Rank | XLU | TQQQ |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -81.65% Nov 19, 2021 - Dec 4, 2024 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -69.92% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -58.08% Aug 29, 2018 - Nov 4, 2019 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -58.04% Dec 16, 2024 - Aug 12, 2025 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -44.54% Jul 20, 2015 - Sep 22, 2016 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -43.90% Jul 22, 2011 - Feb 8, 2012 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -43.11% Apr 23, 2010 - Oct 25, 2010 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -36.97% Oct 29, 2025 - Apr 22, 2026 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -35.37% Sep 2, 2020 - Dec 17, 2020 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -31.94% Apr 3, 2012 - Sep 6, 2012 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -31.89% Sep 19, 2012 - Apr 30, 2013 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -30.43% Feb 12, 2021 - Apr 13, 2021 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -29.68% Mar 12, 2018 - Jun 14, 2018 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -28.56% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -25.35% Apr 27, 2011 - Jul 22, 2011 |
Correlation
Correlation between XLU and TQQQ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
XLU vs TQQQ dividend yield comparison.
| Year | XLU | TQQQ |
|---|---|---|
| 2026 | 0.69% | 0.09% |
| 2025 | 2.71% | 0.65% |
| 2024 | 2.96% | 1.27% |
| 2023 | 3.39% | 1.26% |
| 2022 | 2.92% | 0.57% |
| 2021 | 2.79% | 0.00% |
| 2020 | 3.14% | 0.00% |
| 2019 | 2.95% | 0.06% |
| 2018 | 3.33% | 0.11% |
| 2017 | 3.33% | 0.00% |
| 2016 | 3.41% | 0.00% |
| 2015 | 3.67% | 0.01% |
| 2014 | 3.19% | 0.02% |
| 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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