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State Street Utilities Select Sector SPDR ETF (XLU) belongs to the Utilities Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with XLU. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to XLU

XLU charges 0.08% annually. No ETFs in the Utilities Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.08%.


Best Risk-Adjusted Alternatives to XLU

XLU has a PortfoliosLab risk / return rank of 21. There are 14 ETFs in the Utilities Equities category with higher risk-adjusted ranks, going as high as 82.


Top Performing XLU Alternatives (YTD)

XLU is at 3.55% YTD. There are 17 ETFs in the Utilities Equities category with higher YTD returns, going as high as 29.94%.


Lowest Volatility Alternatives to XLU

XLU has 14.56% 1-year volatility. There are 13 ETFs in the Utilities Equities category with lower 1-year volatility, going as low as 10.30%.


Lowest Drawdown Alternatives to XLU

XLU has a 1-year max drawdown of -9.18%. There are 13 ETFs in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.02%.


Other ETFs from State Street

The 10 most viewed State Street ETFs shown here include SPY, GLD, XLK and span 10 categories. AUM among these funds goes as high as $781B.


Often Compared With XLU

Investors most often compare XLU with XLP, UTES, IDU. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street Consumer Staples Select Sector SPDR E...Consumer Staples Equities
10
5.94%
15.07BDec 1998XLU vs XLP
Virtus Reaves Utilities ETFUtilities Equities
17
1.08%
1.38BSep 2015XLU vs UTES
iShares U.S. Utilities ETFUtilities Equities
18
2.93%
1.42BJun 2000XLU vs IDU
Schwab U.S. Dividend Equity ETFDividend
82
19.01%
94.95BOct 2011XLU vs SCHD
Vanguard S&P 500 ETFS&P 500
75
11.69%
1.60TSep 2010XLU vs VOO
The Southern Company
44
5.48%
XLU vs SO
Reaves Utility Income Trust
79
16.97%
XLU vs UTG
Fidelity Select Utilities PortfolioUtilities Equities
10
2.19%
Dec 1981XLU vs FSUTX
iShares Global Utilities ETFUtilities Equities
35
5.80%
323.49MSep 2006XLU vs JXI
SPDR S&P US Utilities Select Sector UCITS ETFUtilities Equities
19
2.23%
215.05MJul 2015XLU vs SXLU.L
iShares Global Infrastructure ETFIndustrials Equities
46
8.67%
10.60BDec 2007XLU vs IGF
ProShares Ultra VIX Short-Term Futures ETFVolatility
1
-18.87%
398.99MOct 2011XLU vs UVXY
Invesco US Utilities Sector UCITS ETFUtilities Equities
20
2.02%
113.95MDec 2009XLU vs XLUP.L
First Trust Utilities AlphaDEX FundUtilities Equities
29
6.21%
821.37MMay 2007XLU vs FXU
General Dynamics Corporation
73
1.16%
XLU vs GD
Direxion Daily Utilities Bull 3X SharesLeveraged Equities
14
2.68%
36.98MMay 2017XLU vs UTSL
National Grid plc
63
6.99%
XLU vs NGG
iShares S&P/TSX Capped Utilities Index ETFUtilities Equities
85
14.74%
525.38MApr 2011XLU vs XUT.TO
Duke Energy Corporation
52
5.09%
XLU vs DUK
Xcel Energy Inc.
63
6.21%
XLU vs XEL

Compare XLU with Any Fund or Stock

Compare XLU with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair XLU with funds that move differently

State Street Utilities Select Sector SPDR ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XLU.

Explore XLU Diversifiers