XLU ETF

$46.27

Returns Overview

1 Month
+10.33%
3 Months
+6.12%
6 Months
+14.82%
YTD
+10.52%
1 Year
+23.96%
3 Years
+17.19%
5 Years
+13.72%
10 Years
+10.98%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XLU have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+10.33%

3 Months Performance

+6.12%

6 Months Performance

+14.82%

1 Year Performance

+23.96%

Benchmark & Peers

Benchmark
Utilities Select Sector Index(^IXU:SP)
This ETF (YTD)
+10.52%
Peer Avg (YTD)
+10.42%
vs Peers
+0.10%

XLU ETF Performance

XLU performance across multiple time periods: 1-month 10.33%, YTD 10.52%, 1-year 23.96%, 3-year 17.19%, 5-year 13.72%, 10-year 10.98%.

XLU returns outperform the peer average of 10.42% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

XLU performance comparison shows side-by-side returns with another fund. XLU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+10.33%N/A
3 Months+6.12%N/A
6 Months+14.82%N/A
1 Year+23.96%N/A
3 Years+17.19%N/A
5 Years+13.72%N/A

All returns shown are total returns, not annualized