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XLU vs. UTES
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

XLU vs. UTES

Last updated May 12, 2025

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 -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

XLU vs. UTES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Utilities Select Sector SPDR Fund (XLU) and Virtus Reaves Utilities ETF (UTES). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

XLU:

13.14%

UTES:

17.59%

Max Drawdown

XLU:

-0.80%

UTES:

-1.41%

Current Drawdown

XLU:

-0.63%

UTES:

-1.41%

Returns By Period

XLU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

UTES

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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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.

UTES
Virtus Reaves Utilities ETF
XLU
Utilities Select Sector SPDR Fund

Risk-Adjusted Performance

XLU vs. UTES — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XLU
The Risk-Adjusted Performance Rank of XLU is 8585
Overall Rank
The Sharpe Ratio Rank of XLU is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of XLU is 8484
Sortino Ratio Rank
The Omega Ratio Rank of XLU is 8383
Omega Ratio Rank
The Calmar Ratio Rank of XLU is 9292
Calmar Ratio Rank
The Martin Ratio Rank of XLU is 8484
Martin Ratio Rank
UTES
The Risk-Adjusted Performance Rank of UTES is 8888
Overall Rank
The Sharpe Ratio Rank of UTES is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of UTES is 8787
Sortino Ratio Rank
The Omega Ratio Rank of UTES is 8888
Omega Ratio Rank
The Calmar Ratio Rank of UTES is 9393
Calmar Ratio Rank
The Martin Ratio Rank of UTES is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

XLU vs. UTES - Dividend Comparison

XLU's dividend yield for the trailing twelve months is around 2.84%, more than UTES's 1.40% yield.

TTM20242023202220212020201920182017201620152014
XLU
Utilities Select Sector SPDR Fund		2.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UTES
Virtus Reaves Utilities ETF		1.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

XLU vs. UTES - Drawdown Comparison

The maximum XLU drawdown since its inception was -0.80%, smaller than the maximum UTES drawdown of -1.41%. Use the drawdown chart below to compare losses from any high point for XLU and UTES. For additional features, visit the drawdowns tool.

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Volatility

XLU vs. UTES - Volatility Comparison

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