SPDR Select Sector Fund - Utilities

No trades

See on Supercharts

Overview

Analysis News Ideas Technicals

XLU chart

Key stats

Assets under management (AUM)

‪11.66 B‬USD

Fund flows (1Y)

‪−3.14 B‬USD

Dividend yield (indicated)

3.39%

Discount/Premium to NAV

−0.04%

About SPDR Select Sector Fund - Utilities

Issuer

State Street Corp.

Brand

SPDR

Expense ratio

0.09%

Home page

sectorspdr.com

Inception date

Dec 16, 1998

Index tracked

S&P Utilities Select Sector

Management style

Passive

ISIN

US81369Y8865

XLU, a hugely popular fund, only invests in utilities companies that are included in the S&P 500. This is both an advantage and a weakness. The fund dominates its segment, with huge assets and volume, but it's also more concentrated in a handful of large firms. Competing utilities ETFs offer broader exposure to the full market-cap spectrum, meaning XLU is not the best Fit to our neutral utilities sector benchmark. Still, XLU is a solid choice for exposure to the segment.