XLU
Utilities Select Sector SPDR FundXLU Fund Description
The Utilities Select Sector SPDR Fund tracks a market-cap-weighted index of US utilities stocks drawn exclusively from the S&P 500.
XLU Factset Analytics Insight
XLU is a massive, highly liquid fund that only invests in utilities companies that are included in the S&P 500. This is both an advantage and a weakness. The fund dominates its segment, with huge assets and volume, but it's also more concentrated in a handful of large firms. Competing utilities ETFs offer broader exposure to the full market-cap spectrum, meaning XLU is not the best Fit to our neutral utilities sector benchmark. Still, it's among the cheapest and most liquid options available, making it a solid choice for exposure to the segment.
XLU MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of August 19, 2018 the Utilities Select Sector SPDR Fund MSCI ESG Fund Quality Score is 6.36 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. XLU ranks in the 64th percentile within its peer group and in the 80th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
XLU CHARTS AND PERFORMANCE
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XLU Top 10 Countries
XLU Top 10 Sectors
XLU Top 10 Holdings [View All]
XLU Summary Data
XLU Portfolio Data
XLU Portfolio Management
XLU Tax Exposures
XLU Fund Structure
XLU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLU. XLU is rated a 5 out of 5.
XLU Tradability
XLU Sector/Industry Breakdown
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XLU TOP 10 HOLDINGS[View All]
XLU Countries
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XLU Regions
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XLU Economic Development
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XLU Performance Statistics
XLU MSCI ESG Ratings
XLU BENCHMARK COMPARISON SUMMARY
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XLU BENCHMARK COMPARISON MARKET CAP SIZE
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Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.