XLUUtilities Select Sector SPDR Fund
XLU 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, 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 MSCI ESG Analytics Insight
Utilities Select Sector SPDR Fund has an MSCI ESG Fund Rating of AA based on a score of 7.19 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 77th percentile within its peer group and in the 48th 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 Summary Data
XLU Portfolio Data
XLU Index 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 Sector/Industry Breakdown
XLU Top 10 Holdings[View All]
XLU Economic Development
XLU Performance Statistics
XLU MSCI ESG Ratings
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.