PortfoliosLab logoPortfoliosLab logo

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 27. There are 13 ETFs in the Utilities Equities category with higher risk-adjusted ranks, going as high as 76.


Top Performing XLU Alternatives (YTD)

XLU is at 6.99% YTD. There are 15 ETFs in the Utilities Equities category with higher YTD returns, going as high as 26.69%.


Lowest Volatility Alternatives to XLU

XLU has 14.69% 1-year volatility. There are 13 ETFs in the Utilities Equities category with lower 1-year volatility, going as low as 10.28%.


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 $765B.


Often Compared With XLU

Investors most often compare XLU with XLP, UTES, IDU. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street Consumer Staples Select Sector SPDR E...Consumer Staples Equities
14
9.13%
13.98BDec 1998XLU vs XLP
Virtus Reaves Utilities ETFUtilities Equities
17
5.02%
1.40BSep 2015XLU vs UTES
iShares U.S. Utilities ETFUtilities Equities
24
6.30%
1.38BJun 2000XLU vs IDU
Schwab U.S. Dividend Equity ETFDividend
77
17.72%
99.95BOct 2011XLU vs SCHD
Vanguard S&P 500 ETFS&P 500
59
8.19%
1.70TSep 2010XLU vs VOO
The Southern Company
55
11.11%
XLU vs SO
Reaves Utility Income Trust
79
18.90%
XLU vs UTG
Fidelity Select Utilities PortfolioUtilities Equities
18
6.75%
Dec 1981XLU vs FSUTX
iShares Global Utilities ETFUtilities Equities
41
8.13%
320.21MSep 2006XLU vs JXI
Invesco S&P 500 Equal Weight Utilities ETFUtilities Equities, S&P 500, Equal Weight
34
8.91%
535.01MNov 2006XLU vs RSPU
SPDR S&P US Utilities Select Sector UCITS ETFUtilities Equities
28
6.06%
210.97MJul 2015XLU vs SXLU.L
iShares Global Infrastructure ETFIndustrials Equities
53
9.67%
10.84BDec 2007XLU vs IGF
ProShares Ultra VIX Short-Term Futures ETFVolatility
1
-22.07%
265.17MOct 2011XLU vs UVXY
First Trust Utilities AlphaDEX FundUtilities Equities
40
9.49%
812.72MMay 2007XLU vs FXU
Invesco US Utilities Sector UCITS ETFUtilities Equities
31
8.05%
112.84MDec 2009XLU vs XLUP.L
National Grid plc
63
8.23%
XLU vs NGG
Duke Energy Corporation
62
8.84%
XLU vs DUK
Direxion Daily Utilities Bull 3X SharesLeveraged Equities
19
11.66%
42.66MMay 2017XLU vs UTSL
iShares S&P/TSX Capped Utilities Index ETFUtilities Equities
74
17.16%
495.96MApr 2011XLU vs XUT.TO
General Dynamics Corporation
76
4.97%
XLU vs GD

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