XLUUtilities Select Sector SPDR Fund
Utility companies, defensive with steady dividends.
Core metrics are curated and reviewed regularly.
Sector Allocation
About XLU
Utilities Select Sector SPDR Fund (XLU) is an exchange-traded fund focused on utilities investing. With an annual expense ratio of 0.09%, XLU maintains a competitive fee structure that appeals to cost-conscious investors. It currently distributes a dividend yield of 2.95%, offering a balanced blend of income and growth potential. Over the trailing five years, XLU has delivered an annualized return of +8.24%.
Who is XLU for?
XLU is appropriate for investors who want targeted exposure to a specific part of the economy. Sector ETFs work best as satellite positions complementing a diversified core portfolio.
This is for educational purposes only. Always verify data with your brokerage and consult a financial professional before investing.
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Frequently Asked Questions
What is XLU?
Utilities Select Sector SPDR Fund (XLU) is an exchange-traded fund categorized as Sector ETF. Utility companies, defensive with steady dividends.
What is XLU's expense ratio?
XLU has an annual expense ratio of 0.09%. This means for every $10,000 invested, you pay $9.00 per year in fund fees.
What dividend yield does XLU pay?
XLU has a current dividend yield of 2.95%. Distributions are typically paid quarterly.
How has XLU performed over 5 years?
XLU has delivered an annualized 5-year return of +8.24%. Past performance does not guarantee future results.
Is XLU good for beginners?
XLU is appropriate for investors who want targeted exposure to a specific part of the economy. Sector ETFs work best as satellite positions complementing a diversified core portfolio.
What sectors does XLU invest in?
XLU's top sector allocations are: Utilities (100%). See the full breakdown on this page.