XLU vs USMV
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceXLU has outperformed USMV, delivering a return of +10.0% compared to +6.9%
XLU vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLU
$23B
USMV
$23B
Expense Ratio
Winner
XLU
0.08%
USMV
0.15%
Max Drawdown
XLU
55.68%
Winner
USMV
33.10%
Sharpe Ratio
Winner
XLU
0.48
USMV
0.22
5Y Beta
Winner
XLU
0.32
USMV
0.46
P/E Ratio
Winner
XLU
20.25
USMV
23.81
Forward P/E
Winner
XLU
18.81
USMV
19.59
PEG Ratio
XLU
0.82
Winner
USMV
0.20
5Y Dividends CAGR
XLU
3.76%
Winner
USMV
4.73%
5Y EPS CAGR
XLU
13.06%
Winner
USMV
18.93%
Debt to Equity
XLU
126.12%
Winner
USMV
45.20%
P/S Ratio
XLU
2.93
Winner
USMV
2.37
P/B Ratio
Winner
XLU
2.36
USMV
4.51
XLU vs USMV - Holdings Comparison
XLU and USMV have 14 common holdings. Overlap is 7.18%
XLU's top 25 holdings weight is 91.87%. USMV's top 25 holdings weight is 34.08%.
| Rank | XLU | USMV |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.08% | AMPHENOL CORP CLASS A (APH) - 1.76% |
| #2 | SOUTHERN CO (SO) - 7.51% | JOHNSON & JOHNSON (JNJ) - 1.55% |
| #3 | DUKE ENERGY CORP (DUK) - 6.83% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.54% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.81% | WELLTOWER INC (WELL) - 1.54% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.08% | CHUBB LTD (CB) - 1.52% |
| #6 | DOMINION ENERGY INC (D) - 4.40% | CISCO SYSTEMS INC (CSCO) - 1.50% |
| #7 | SEMPRA (SRE) - 4.27% | DUKE ENERGY CORP (DUK) - 1.48% |
| #8 | ENTERGY CORP (ETR) - 3.68% | SOUTHERN CO (SO) - 1.48% |
| #9 | VISTRA CORP (VST) - 3.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #10 | XCEL ENERGY INC (XEL) - 3.48% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #11 | EXELON CORP (EXC) - 3.30% | MERCK & CO INC (MRK) - 1.35% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.86% | NVIDIA CORP (NVDA) - 1.34% |
| #13 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% | MOTOROLA SOLUTIONS INC (MSI) - 1.34% |
| #14 | PG&E CORP (PCG) - 2.72% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.32% |
| #15 | WEC ENERGY GROUP INC (WEC) - 2.59% | MICROSOFT CORP (MSFT) - 1.32% |
| #16 | AMEREN CORP (AEE) - 2.17% | VERIZON COMMUNICATIONS INC (VZ) - 1.28% |
| #17 | DTE ENERGY CO (DTE) - 2.15% | CONSOLIDATED EDISON INC (ED) - 1.27% |
| #18 | EDISON INTERNATIONAL (EIX) - 2.08% | REPUBLIC SERVICES INC (RSG) - 1.26% |
| #19 | ATMOS ENERGY CORP (ATO) - 2.06% | WASTE CONNECTIONS INC (WCN) - 1.26% |
| #20 | NRG ENERGY INC (NRG) - 2.05% | EXXON MOBIL CORP (XOM) - 1.24% |
| #21 | CENTERPOINT ENERGY INC (CNP) - 1.97% | NEWMONT CORP (NEM) - 1.22% |
| #22 | EVERSOURCE ENERGY (ES) - 1.95% | COCA-COLA CO (KO) - 1.20% |
| #23 | PPL CORP (PPL) - 1.89% | MCKESSON CORP (MCK) - 1.18% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.78% | CENCORA INC (COR) - 1.15% |
| #25 | FIRSTENERGY CORP (FE) - 1.78% | MASTERCARD INC CLASS A (MA) - 1.14% |
| Total Holdings | 34 | 169 |
XLU vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
XLU
+0.45%
Winner
USMV
+2.41%
3M
XLU
+0.57%
Winner
USMV
+2.93%
6M
Winner
XLU
+5.81%
USMV
+3.08%
1Y
Winner
XLU
+9.89%
USMV
+5.45%
5Y(CAGR)
Winner
XLU
+10.01%
USMV
+6.85%
10Y(CAGR)
XLU
+8.99%
Winner
USMV
+9.45%
Max(CAGR)
XLU
+7.89%
Winner
USMV
+11.56%
XLU vs USMV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | USMV |
|---|---|---|
| 2026 | +5.42% | +3.84% |
| 2025 | +15.12% | +7.81% |
| 2024 | +21.52% | +15.30% |
| 2023 | -7.17% | +10.24% |
| 2022 | +2.43% | -8.86% |
| 2021 | +20.74% | +22.56% |
| 2020 | +1.85% | +5.60% |
| 2019 | +28.12% | +28.82% |
| 2018 | +4.90% | +1.39% |
| 2017 | +12.31% | +18.60% |
| 2016 | +16.30% | +11.96% |
| 2015 | -5.35% | +5.37% |
| 2014 | +30.73% | +17.49% |
| 2013 | +11.01% | +22.60% |
| 2012 | +2.87% | +10.87% |
| 2011 | +19.04% | +5.67% |
| 2010 | +5.10% | N/A |
| 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 USMV Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current XLU drawdown is -4.63%. The current USMV drawdown is -1.83%.
| Rank | XLU | USMV |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between XLU and USMV 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 USMV dividend yield comparison.
| Year | XLU | USMV |
|---|---|---|
| 2026 | 1.32% | 0.72% |
| 2025 | 2.71% | 1.49% |
| 2024 | 2.96% | 1.67% |
| 2023 | 3.39% | 1.82% |
| 2022 | 2.92% | 1.62% |
| 2021 | 2.79% | 1.26% |
| 2020 | 3.14% | 1.81% |
| 2019 | 2.95% | 1.88% |
| 2018 | 3.33% | 2.12% |
| 2017 | 3.33% | 1.77% |
| 2016 | 3.41% | 2.22% |
| 2015 | 3.67% | 2.02% |
| 2014 | 3.19% | 1.88% |
| 2013 | 3.86% | 2.18% |
| 2012 | 4.14% | 1.96% |
| 2011 | 3.80% | 0.29% |
| 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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