XLU Utilities Select Sector SPDR Fund
What is XLU?
XLU tracks a market-cap-weighted index of US utilities stocks drawn exclusively from the S&P 500.
XLU Factset Analytics Insight
XLU, a hugely popular fund, 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, XLU is a solid choice for exposure to the segment.
XLU Summary Data
XLU Portfolio Data
XLU Index Data
XLU Portfolio Management
XLU Tax Exposures
XLU Fund Structure
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 Sector/Industry Breakdown
XLU Top 10 Holdings
XLU Performance Statistics
XLU Economic Development
XLU Benchmark Comparison Summary
XLU Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.