Current Value
$52.191 Year Return
Current Value
$52.191 Year Return
SeekingAlpha
This article provides a top-down analysis of the utilities sector based on industry metrics focusing on value, quality and momentum. Read which stocks were valued cheaper in their sector.
SeekingAlpha
XLU ETF offers stability, high yields, low costs, and recession resistance. See what makes XLU a cost-effective and reliable choice vs. peers.
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Rising rates used to be bad for Utes. But for the last few months, XLU has been rallying right alongside XLK and AIQ... rather than getting dragged down by TLT. Read more here...
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After two years of full steam ahead for US equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market.
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Risk-averse sentiment among US equity investors persisted for a fourth straight month. Read more here.
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I prioritize quality utilities and ETFs with growing earnings and net worth for combined capital gains and income, rather than high-yielding income stocks with high expense ratios. Read on.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FMF | 0.64% | $157.02M | 0.95% | |
CANE | 0.90% | $9.88M | 0.29% | |
BILS | 0.95% | $3.92B | 0.1356% | |
CTA | -1.07% | $1.09B | 0.76% | |
STOT | 2.92% | $239.87M | 0.45% | |
GBIL | 2.98% | $6.18B | 0.12% | |
KMLM | 2.98% | $188.63M | 0.9% | |
AGZD | 3.06% | $111.95M | 0.23% | |
CARY | 3.22% | $347.36M | 0.8% | |
XONE | -3.36% | $639.76M | 0.03% | |
BILZ | 3.43% | $840.57M | 0.14% | |
SGOV | 3.82% | $48.91B | 0.09% | |
TFLO | 3.85% | $6.90B | 0.15% | |
TPMN | 3.86% | $30.86M | 0.65% | |
SPTS | 4.20% | $5.79B | 0.03% | |
XBIL | 4.47% | $795.12M | 0.15% | |
BIL | 4.59% | $43.88B | 0.1356% | |
ULST | 5.01% | $667.74M | 0.2% | |
CORN | 5.02% | $47.84M | 0.2% | |
SHYM | 5.18% | $324.29M | 0.35% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -37.23% | $104.04M | 0.59% | |
VIXY | -36.20% | $196.95M | 0.85% | |
USDU | -19.06% | $163.79M | 0.5% | |
UUP | -11.57% | $156.34M | 0.77% | |
BTAL | -11.46% | $296.94M | 1.43% | |
FTSD | -11.44% | $228.45M | 0.25% | |
IVOL | -11.19% | $346.82M | 1.02% | |
CLIP | -9.82% | $1.50B | 0.07% | |
KCCA | -8.68% | $98.85M | 0.87% | |
TBLL | -7.68% | $2.24B | 0.08% | |
XONE | -3.36% | $639.76M | 0.03% | |
CTA | -1.07% | $1.09B | 0.76% | |
FMF | 0.64% | $157.02M | 0.95% | |
CANE | 0.90% | $9.88M | 0.29% | |
BILS | 0.95% | $3.92B | 0.1356% | |
STOT | 2.92% | $239.87M | 0.45% | |
GBIL | 2.98% | $6.18B | 0.12% | |
KMLM | 2.98% | $188.63M | 0.9% | |
AGZD | 3.06% | $111.95M | 0.23% | |
CARY | 3.22% | $347.36M | 0.8% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
XLU | 99.75% | $18.66B | 0.09% | |
VPU | 99.75% | $7.03B | 0.09% | |
IDU | 99.19% | $1.46B | 0.39% | |
FXU | 96.82% | $1.65B | 0.64% | |
IGF | 82.95% | $7.20B | 0.42% | |
GII | 82.87% | $545.29M | 0.4% | |
EMLP | 80.66% | $3.27B | 0.96% | |
NFRA | 76.01% | $2.66B | 0.47% | |
LVHD | 75.77% | $563.88M | 0.27% | |
SPHD | 73.77% | $3.15B | 0.3% | |
SPLV | 73.70% | $7.71B | 0.25% | |
CDC | 72.16% | $726.54M | 0.42% | |
LGLV | 71.49% | $1.08B | 0.12% | |
HDV | 69.48% | $11.06B | 0.08% | |
DVY | 69.28% | $19.34B | 0.38% | |
TPYP | 69.16% | $706.23M | 0.4% | |
SPYD | 68.51% | $6.84B | 0.07% | |
DIV | 68.14% | $652.43M | 0.45% | |
SDY | 67.12% | $19.81B | 0.35% | |
FVD | 67.09% | $9.02B | 0.61% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
OGE | 80.79% | $8.84B | +25.04% | 3.84% |
PEG | 80.11% | $40.44B | +10.57% | 3.02% |
PPL | 79.82% | $24.73B | +19.29% | 3.16% |
NI | 79.54% | $18.49B | +39.94% | 2.77% |
AEE | 78.81% | $26.11B | +34.46% | 2.93% |
D | 77.07% | $45.85B | +8.80% | 4.95% |
LNT | 75.92% | $15.44B | +21.10% | 3.28% |
DTE | 75.41% | $27.39B | +19.35% | 4.02% |
EVRG | 74.60% | $15.36B | +26.40% | 3.98% |
NEE | 73.41% | $147.93B | +2.02% | 3.00% |
WEC | 72.90% | $33.22B | +33.38% | 3.32% |
CMS | 71.91% | $20.68B | +17.27% | 3.05% |
PNW | 70.91% | $10.61B | +18.87% | 4.02% |
ATO | 69.90% | $24.19B | +30.17% | 2.24% |
DUK | 68.66% | $89.22B | +14.76% | 3.64% |
SO | 68.47% | $97.18B | +13.45% | 3.28% |
XEL | 66.71% | $37.86B | +23.59% | 3.39% |
ETR | 66.68% | $34.88B | +52.72% | 4.36% |
BKH | 66.28% | $4.07B | +6.82% | 4.71% |
EXC | 65.49% | $42.79B | +21.50% | 3.68% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AGL | -9.89% | $869.30M | -68.84% | 0.00% |
ALXO | -9.25% | $26.47M | -92.85% | 0.00% |
DFDV | -9.09% | $458.02M | +2,978.39% | 0.00% |
SRRK | -8.57% | $2.96B | +266.90% | 0.00% |
GALT | -5.95% | $151.27M | +2.58% | 0.00% |
STG | -5.73% | $28.60M | -22.21% | 0.00% |
CASI | -4.83% | $22.77M | -44.94% | 0.00% |
LTM | -4.74% | $11.26B | -96.35% | 2.65% |
MQ | -3.69% | $2.62B | +9.82% | 0.00% |
VSA | -3.69% | $8.76M | -14.88% | 0.00% |
NERV | -3.65% | $12.87M | -47.58% | 0.00% |
RLX | -3.27% | $2.01B | +22.78% | 0.46% |
ALDX | -3.10% | $185.08M | -14.88% | 0.00% |
LITB | -2.89% | $22.07M | -76.50% | 0.00% |
AKRO | -2.70% | $4.42B | +150.00% | 0.00% |
K | -2.69% | $27.83B | +36.45% | 2.85% |
BPT | -2.59% | $15.09M | -70.99% | 0.00% |
NEOG | -2.34% | $1.15B | -68.65% | 0.00% |
FUBO | -2.31% | $1.09B | +170.34% | 0.00% |
FMTO | -2.28% | $4.80K | -99.93% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LZ | 0.30% | $1.55B | +5.67% | 0.00% |
LULU | -0.34% | $28.19B | -24.91% | 0.00% |
CCRN | 0.41% | $457.33M | -1.48% | 0.00% |
STTK | 0.44% | $46.58M | -78.82% | 0.00% |
PSQH | 0.46% | $95.63M | -32.48% | 0.00% |
ASC | 0.55% | $426.55M | -50.75% | 6.57% |
QURE | 0.57% | $809.73M | +223.63% | 0.00% |
LAB | -0.59% | $387.42M | -50.24% | 0.00% |
KURA | 0.62% | $536.76M | -68.64% | 0.00% |
HUSA | -0.73% | $31.37M | +61.29% | 0.00% |
MNOV | -0.74% | $61.80M | -3.82% | 0.00% |
GRPN | 0.83% | $1.43B | +141.52% | 0.00% |
CIG.C | 1.01% | $2.62B | +24.05% | 0.00% |
CMBM | 1.06% | $9.92M | -87.89% | 0.00% |
RLMD | 1.07% | $23.37M | -76.77% | 0.00% |
SLE | -1.08% | $3.77M | -86.27% | 0.00% |
CYRX | 1.11% | $337.92M | -29.05% | 0.00% |
PLRX | 1.12% | $80.42M | -87.77% | 0.00% |
CARV | 1.12% | $8.54M | +3.12% | 0.00% |
SOHU | 1.14% | $329.52M | -16.02% | 0.00% |
FUTY - Fidelity MSCI Utilities Index ETF contains 64 holdings. The top holdings include NEE, SO, CEG, DUK, VST
Name | Weight |
---|---|
11.01% | |
7.07% | |
7.00% | |
6.50% | |
![]() | 4.37% |
3.95% | |
![]() | 3.49% |
3.38% | |
![]() | 3.12% |
2.93% | |
2.79% | |
2.65% | |
2.57% | |
2.41% | |
2.27% | |
![]() | 2.17% |
2.00% | |
1.99% | |
![]() | 1.86% |
![]() | 1.80% |
1.75% | |
1.71% | |
1.70% | |
1.58% | |
1.51% | |
1.35% | |
1.34% | |
1.13% | |
![]() | 1.12% |
0.77% |
Sector | Weight |
---|---|
Utilities | 99.21% |