XLU vs. UTES
Compare and contrast key facts about Utilities Select Sector SPDR Fund (XLU) and Virtus Reaves Utilities ETF (UTES).
XLU and UTES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. UTES is an actively managed fund by Virtus Investment Partners. It was launched on Sep 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLU or UTES.
Correlation
The correlation between XLU and UTES is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XLU vs. UTES - Performance Comparison
Key characteristics
XLU:
1.29
UTES:
1.30
XLU:
1.76
UTES:
1.71
XLU:
1.23
UTES:
1.25
XLU:
1.73
UTES:
1.90
XLU:
5.45
UTES:
5.77
XLU:
4.06%
UTES:
5.80%
XLU:
17.16%
UTES:
25.84%
XLU:
-52.27%
UTES:
-35.39%
XLU:
-7.03%
UTES:
-14.05%
Returns By Period
In the year-to-date period, XLU achieves a 1.03% return, which is significantly higher than UTES's -2.01% return.
XLU
1.03%
-2.90%
-5.55%
19.59%
8.57%
8.86%
UTES
-2.01%
-4.94%
-4.10%
32.14%
13.47%
N/A
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XLU vs. UTES - Expense Ratio Comparison
XLU has a 0.13% expense ratio, which is lower than UTES's 0.49% expense ratio.
Risk-Adjusted Performance
XLU vs. UTES — Risk-Adjusted Performance Rank
XLU
UTES
XLU vs. UTES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector SPDR Fund (XLU) and Virtus Reaves Utilities ETF (UTES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
XLU vs. UTES - Dividend Comparison
XLU's dividend yield for the trailing twelve months is around 3.00%, more than UTES's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLU Utilities Select Sector SPDR Fund | 3.00% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% |
UTES Virtus Reaves Utilities ETF | 1.54% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.16% | 2.81% | 3.28% | 0.61% | 0.00% |
Drawdowns
XLU vs. UTES - Drawdown Comparison
The maximum XLU drawdown since its inception was -52.27%, which is greater than UTES's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for XLU and UTES. For additional features, visit the drawdowns tool.
Volatility
XLU vs. UTES - Volatility Comparison
The current volatility for Utilities Select Sector SPDR Fund (XLU) is 8.47%, while Virtus Reaves Utilities ETF (UTES) has a volatility of 11.37%. This indicates that XLU experiences smaller price fluctuations and is considered to be less risky than UTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.