XLU
Utilities Select Sector SPDR FundXLU Fund Description
XLU 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
Utilities Select Sector SPDR Fund has an MSCI ESG Fund Rating of AA based on a score of 7.65 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Utilities Select Sector SPDR Fund ranks in the 96th percentile within its peer group and in the 83th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XLU CHARTS AND PERFORMANCE
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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
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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.