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Discover why UTES outperforms as a growth-oriented utility ETF, driven by AI trends.
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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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The Gabelli Utility Trust offers an 11.26% yield, significantly higher than peers, but its high premium and distribution sustainability are concerns. Read the full analysis on this CEF here.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
OGE | 80.64% | $8.87B | +23.36% | 3.82% |
PPL | 80.30% | $24.81B | +21.37% | 3.18% |
PEG | 79.70% | $41.68B | +13.32% | 2.95% |
NI | 79.37% | $18.81B | +38.74% | 2.73% |
AEE | 78.96% | $26.37B | +34.03% | 2.90% |
D | 76.90% | $47.65B | +14.02% | 4.81% |
LNT | 76.43% | $15.50B | +18.57% | 3.28% |
DTE | 75.50% | $27.31B | +18.57% | 3.27% |
EVRG | 74.24% | $15.72B | +28.96% | 3.88% |
WEC | 73.14% | $32.91B | +31.44% | 3.35% |
NEE | 72.50% | $145.94B | +0.11% | 3.18% |
PNW | 72.48% | $10.57B | +15.93% | 4.02% |
CMS | 71.25% | $20.64B | +15.92% | 3.07% |
ATO | 70.54% | $24.22B | +30.72% | 2.24% |
DUK | 69.00% | $90.88B | +16.65% | 3.59% |
SO | 68.91% | $99.90B | +17.18% | 3.20% |
ETR | 67.17% | $35.53B | +54.17% | 4.29% |
XEL | 67.11% | $39.09B | +26.91% | 3.32% |
BKH | 66.81% | $4.06B | +2.87% | 4.75% |
EXC | 65.71% | $43.32B | +23.98% | 3.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CMBM | 0.13% | $10.76M | -86.34% | 0.00% |
PSQH | 0.18% | $93.81M | -45.36% | 0.00% |
HUSA | 0.21% | $22.94M | -6.82% | 0.00% |
SANA | -0.21% | $633.81M | -48.53% | 0.00% |
ASC | 0.25% | $396.08M | -56.72% | 7.11% |
CARV | -0.28% | $8.52M | +19.23% | 0.00% |
AIFU | 0.36% | $6.13B | +82.50% | 0.00% |
GRPN | 0.42% | $1.37B | +125.16% | 0.00% |
PLRX | -0.51% | $76.73M | -88.37% | 0.00% |
SOHU | 0.53% | $392.95M | -6.11% | 0.00% |
CCRN | -0.60% | $419.30M | -7.59% | 0.00% |
LULU | 0.69% | $28.17B | -21.32% | 0.00% |
FUBO | -0.70% | $1.21B | +184.68% | 0.00% |
QURE | 0.72% | $758.81M | +209.38% | 0.00% |
KURA | 0.75% | $490.88M | -72.46% | 0.00% |
AKRO | -0.79% | $4.48B | +139.51% | 0.00% |
OCFT | 0.98% | $264.91M | +355.70% | 0.00% |
CANG | 1.11% | $300.13M | +167.07% | 0.00% |
BTCT | -1.13% | $18.98M | +37.85% | 0.00% |
MNOV | 1.24% | $65.23M | -7.64% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VPU | 99.26% | $6.99B | 0.09% | |
XLU | 99.22% | $18.86B | 0.09% | |
FUTY | 99.20% | $1.81B | 0.084% | |
FXU | 96.68% | $1.65B | 0.64% | |
GII | 83.74% | $546.16M | 0.4% | |
IGF | 83.50% | $7.33B | 0.42% | |
EMLP | 80.85% | $3.26B | 0.96% | |
NFRA | 78.00% | $2.71B | 0.47% | |
LVHD | 77.22% | $561.47M | 0.27% | |
SPLV | 75.95% | $7.57B | 0.25% | |
SPHD | 74.89% | $3.13B | 0.3% | |
LGLV | 74.04% | $1.09B | 0.12% | |
CDC | 73.08% | $728.75M | 0.42% | |
HDV | 70.38% | $10.90B | 0.08% | |
DVY | 70.07% | $19.38B | 0.38% | |
SPYD | 69.85% | $6.80B | 0.07% | |
TPYP | 69.59% | $700.18M | 0.4% | |
USMV | 69.29% | $23.56B | 0.15% | |
DIV | 68.97% | $642.76M | 0.45% | |
DFGR | 68.82% | $2.50B | 0.22% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -39.76% | $99.76M | 0.59% | |
VIXY | -37.68% | $165.69M | 0.85% | |
USDU | -19.69% | $162.92M | 0.5% | |
FTSD | -13.81% | $231.79M | 0.25% | |
UUP | -11.56% | $237.02M | 0.77% | |
IVOL | -10.43% | $351.30M | 1.02% | |
KCCA | -10.36% | $104.88M | 0.87% | |
BTAL | -10.26% | $296.79M | 1.43% | |
CLIP | -9.16% | $1.52B | 0.07% | |
TBLL | -6.45% | $2.14B | 0.08% | |
XONE | -3.54% | $585.86M | 0.03% | |
CTA | -2.48% | $1.06B | 0.76% | |
CANE | -1.16% | $10.44M | 0.29% | |
BILS | -0.01% | $3.86B | 0.1356% | |
FMF | 0.42% | $155.81M | 0.95% | |
TPMN | 1.09% | $30.77M | 0.65% | |
TFLO | 1.81% | $6.86B | 0.15% | |
SHYM | 2.07% | $349.95M | 0.35% | |
STOT | 2.37% | $253.88M | 0.45% | |
CORN | 2.87% | $44.21M | 0.2% |
Current Value
$103.871 Year Return
Current Value
$103.871 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BILS | -0.01% | $3.86B | 0.1356% | |
FMF | 0.42% | $155.81M | 0.95% | |
TPMN | 1.09% | $30.77M | 0.65% | |
CANE | -1.16% | $10.44M | 0.29% | |
TFLO | 1.81% | $6.86B | 0.15% | |
SHYM | 2.07% | $349.95M | 0.35% | |
STOT | 2.37% | $253.88M | 0.45% | |
CTA | -2.48% | $1.06B | 0.76% | |
CORN | 2.87% | $44.21M | 0.2% | |
AGZD | 2.97% | $102.66M | 0.23% | |
BILZ | 3.17% | $827.49M | 0.14% | |
XONE | -3.54% | $585.86M | 0.03% | |
SPTS | 3.93% | $5.78B | 0.03% | |
BIL | 4.12% | $42.87B | 0.1356% | |
CARY | 4.37% | $347.36M | 0.8% | |
ASHR | 4.83% | $1.91B | 0.65% | |
GBIL | 4.89% | $6.40B | 0.12% | |
XBIL | 4.91% | $783.57M | 0.15% | |
SGOV | 5.04% | $49.84B | 0.09% | |
CNYA | 5.25% | $206.04M | 0.6% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ALXO | -10.94% | $21.69M | -93.27% | 0.00% |
LTM | -9.53% | $12.12B | -95.54% | 2.48% |
AGL | -9.50% | $956.23M | -64.68% | 0.00% |
DFDV | -9.03% | $247.94M | +1,821.34% | 0.00% |
SRRK | -8.80% | $3.40B | +329.89% | 0.00% |
CASI | -7.57% | $18.59M | -78.18% | 0.00% |
STG | -6.70% | $29.06M | -28.79% | 0.00% |
POAI | -5.01% | $7.41M | -20.20% | 0.00% |
NEOG | -4.60% | $1.03B | -69.74% | 0.00% |
VSA | -4.54% | $8.67M | -15.70% | 0.00% |
GALT | -4.22% | $147.47M | +3.10% | 0.00% |
ALDX | -4.14% | $227.00M | +14.50% | 0.00% |
BPT | -3.87% | $11.00M | -79.19% | 0.00% |
IRWD | -3.79% | $118.27M | -88.79% | 0.00% |
RLX | -3.20% | $2.02B | +20.65% | 0.45% |
LITB | -3.15% | $21.70M | -78.27% | 0.00% |
MQ | -2.93% | $2.75B | +7.30% | 0.00% |
MVO | -2.54% | $66.13M | -38.96% | 21.90% |
NERV | -2.27% | $12.45M | -44.20% | 0.00% |
K | -2.05% | $27.41B | +36.96% | 2.88% |
IDU - iShares U.S. Utilities ETF contains 45 holdings. The top holdings include NEE, CEG, SO, DUK, WM
Name | Weight |
---|---|
9.97% | |
6.84% | |
6.83% | |
6.20% | |
5.76% | |
![]() | 4.50% |
3.74% | |
3.38% | |
![]() | 3.35% |
3.25% | |
![]() | 2.96% |
2.84% | |
2.67% | |
2.42% | |
2.41% | |
2.25% | |
2.20% | |
![]() | 2.09% |
1.86% | |
1.83% | |
![]() | 1.75% |
![]() | 1.69% |
1.65% | |
1.62% | |
1.59% | |
1.49% | |
1.40% | |
1.32% | |
1.28% | |
![]() | 1.07% |
Sector | Weight |
---|---|
Utilities | 89.83% |
Industrials | 9.94% |