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Upturn AI SWOT - About
Utilities Select Sector SPDR® Fund (XLU)
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Upturn Advisory Summary
04/01/2025: XLU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -15.45% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 9818846 | Beta 0.73 | 52 Weeks Range 60.69 - 82.14 | Updated Date 04/2/2025 |
52 Weeks Range 60.69 - 82.14 | Updated Date 04/2/2025 |
Upturn AI SWOT
Utilities Select Sector SPDR® Fund
ETF Overview
Overview
The Utilities Select Sector SPDRu00ae Fund (XLU) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index. It invests in companies from the utilities sector, focusing on asset allocation within this specific industry.
Reputation and Reliability
State Street is a well-established and reputable ETF issuer with a long track record in the financial services industry.
Management Expertise
State Street's management team has considerable experience in managing sector-specific ETFs and passive investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the Utilities Select Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities included in its underlying index.
Composition The ETF holds stocks of companies in the utilities sector, including electric utilities, gas utilities, and water utilities.
Market Position
Market Share: XLU holds a significant market share within the utilities sector ETF market.
Total Net Assets (AUM): 14470000000
Competitors
Key Competitors
- VPU
- IDU
- FXU
- FUTY
Competitive Landscape
The utilities ETF market is moderately competitive. XLU benefits from its first-mover advantage and large AUM, leading to high liquidity and recognition. Competitors like VPU offer similar exposure at potentially lower expense ratios, while others focus on different weighting schemes or sub-sectors within utilities. XLU's disadvantage is a potentially higher expense ratio than some competitors.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison data should be retrieved from financial data providers.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLU has a high average trading volume, indicating strong liquidity.
Bid-Ask Spread
XLU typically has a tight bid-ask spread, reducing trading costs.
Market Dynamics
Market Environment Factors
Interest rates, regulatory changes, and infrastructure spending can significantly affect XLU's performance.
Growth Trajectory
XLU's growth is tied to the overall performance of the utilities sector and investor sentiment towards defensive sectors.
Moat and Competitive Advantages
Competitive Edge
XLU benefits from its substantial AUM, leading to high trading volume and narrow bid-ask spreads. Its first-mover advantage has solidified its position as a leading utilities sector ETF. The ETF's brand recognition and established track record attract a consistent flow of investment. This strong market presence reinforces its ability to efficiently track its underlying index. Its access to State Street's vast resources and expertise further contributes to its competitive edge.
Risk Analysis
Volatility
Utilities are generally considered less volatile than other sectors, but XLU's volatility can still be influenced by interest rate changes and regulatory uncertainties.
Market Risk
XLU is subject to market risk, particularly sector-specific risks affecting utilities companies, such as changes in regulations, commodity prices, and weather patterns.
Investor Profile
Ideal Investor Profile
Investors seeking stable income and diversification within the utilities sector, who are risk-averse and seeking a defensive investment.
Market Risk
XLU is suitable for long-term investors seeking a relatively stable income stream and exposure to the utilities sector, or for those looking for a defensive holding in a broader portfolio.
Summary
XLU offers targeted exposure to the utilities sector, providing a defensive investment option with stable income potential. Its large AUM and high liquidity make it a popular choice for investors seeking to allocate to this sector. However, it's important to consider the expense ratio and potential risks associated with the utilities industry. XLU's performance is closely tied to the overall health of the utilities sector and changes in interest rates. The ETF can be a valuable tool for diversification and generating income in a well-rounded investment portfolio.
Similar Companies
FUTY
Fidelity® MSCI Utilities Index ETF
FUTY
Fidelity® MSCI Utilities Index ETF
FXU
First Trust Utilities AlphaDEX® Fund
FXU
First Trust Utilities AlphaDEX® Fund
IDU
iShares U.S. Utilities ETF
IDU
iShares U.S. Utilities ETF
JHMU
John Hancock Exchange-Traded Fund Trust
JHMU
John Hancock Exchange-Traded Fund Trust
UTES
Virtus Reaves Utilities ETF
UTES
Virtus Reaves Utilities ETF
VPU
Vanguard Utilities Index Fund ETF Shares
VPU
Vanguard Utilities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may not reflect exact figures.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Utilities Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
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