XLU vs. FUTY ETF Comparison
Comparison of SPDR Select Sector Fund - Utilities (XLU) to Fidelity MSCI Utilities Index ETF (FUTY)
XLU
SPDR Select Sector Fund - Utilities
XLU Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Utilities Select Sector Index. 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 companies from the following industries: electric utilities; multi-utilities; independent power producers & energy traders; and gas utilities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.71
Average Daily Volume
11,561,592
31
FUTY
Fidelity MSCI Utilities Index ETF
FUTY Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Utilities Index. Investing at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Utilities Index, which represents the performance of the utilities sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Utilities Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$52.46
Average Daily Volume
288,831
67
Performance
Period | XLU | FUTY |
---|---|---|
30 Days | -1.40% | -1.13% |
60 Days | 1.19% | 1.31% |
90 Days | 7.75% | 7.68% |
12 Months | 33.60% | 34.17% |
31 Overlapping Holdings
Symbol | Grade | Weight in XLU | Weight in FUTY | Overlap | |
---|---|---|---|---|---|
AEE | A | 2.01% | 1.83% | 1.83% | |
AEP | C | 4.23% | 3.79% | 3.79% | |
AES | F | 0.82% | 0.76% | 0.76% | |
ATO | A | 1.86% | 1.67% | 1.67% | |
AWK | C | 2.16% | 1.97% | 1.97% | |
CEG | C | 5.79% | 5.45% | 5.45% | |
CMS | C | 1.68% | 1.54% | 1.54% | |
CNP | A | 1.66% | 1.47% | 1.47% | |
D | C | 3.99% | 3.61% | 3.61% | |
DTE | C | 2.05% | 1.89% | 1.89% | |
DUK | C | 7.15% | 6.55% | 6.55% | |
ED | C | 2.75% | 2.52% | 2.52% | |
EIX | C | 2.67% | 2.42% | 2.42% | |
ES | C | 1.82% | 1.66% | 1.66% | |
ETR | A | 2.63% | 2.41% | 2.41% | |
EVRG | A | 1.21% | 1.11% | 1.11% | |
EXC | C | 3.23% | 2.92% | 2.92% | |
FE | C | 1.76% | 1.71% | 1.71% | |
LNT | A | 1.29% | 1.17% | 1.17% | |
NEE | C | 12.95% | 11.85% | 11.85% | |
NI | A | 1.35% | 1.24% | 1.24% | |
NRG | B | 1.57% | 1.46% | 1.46% | |
PCG | A | 3.71% | 3.27% | 3.27% | |
PEG | A | 3.66% | 3.32% | 3.32% | |
PNW | A | 0.86% | 0.79% | 0.79% | |
PPL | A | 2.05% | 1.88% | 1.88% | |
SO | C | 7.93% | 7.27% | 7.27% | |
SRE | A | 4.82% | 4.39% | 4.39% | |
VST | A | 4.03% | 3.69% | 3.69% | |
WEC | A | 2.56% | 2.33% | 2.33% | |
XEL | A | 3.2% | 2.93% | 2.93% |
XLU Overweight 0 Positions Relative to FUTY
Symbol | Grade | Weight |
---|
XLU Underweight 36 Positions Relative to FUTY
Symbol | Grade | Weight | |
---|---|---|---|
WTRG | B | -0.76% | |
OGE | A | -0.64% | |
IDA | A | -0.45% | |
NFG | A | -0.4% | |
UGI | C | -0.37% | |
NJR | A | -0.36% | |
POR | C | -0.36% | |
ORA | B | -0.33% | |
BKH | A | -0.33% | |
SWX | A | -0.33% | |
OGS | A | -0.32% | |
PNM | B | -0.3% | |
ALE | A | -0.29% | |
SR | A | -0.29% | |
MGEE | B | -0.29% | |
MDU | D | -0.27% | |
NWE | C | -0.26% | |
AWR | B | -0.24% | |
OTTR | C | -0.23% | |
CPK | A | -0.22% | |
CWT | C | -0.22% | |
AVA | C | -0.22% | |
CWEN | C | -0.17% | |
SJW | F | -0.13% | |
NWN | A | -0.12% | |
NEP | F | -0.12% | |
HE | C | -0.12% | |
MSEX | B | -0.09% | |
CWEN | C | -0.07% | |
UTL | B | -0.07% | |
OKLO | C | -0.06% | |
YORW | D | -0.04% | |
NOVA | F | -0.03% | |
GNE | F | -0.02% | |
MNTK | F | -0.02% | |
AMPS | C | -0.02% |
XLU: Top Represented Industries & Keywords
FUTY: Top Represented Industries & Keywords