Utilities Select Sector SPDR Fund (NYSE:XLU) tracks the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.

finviz dynamic chart for XLU

Fund Overview

  • Net Assets: 17.53 billion
  • NAV: 65.47
  • PE Ratio: 6.55
  • Yield: 2.73%
  • Expense Ratio: 0.10%
  • Inception Date: 12-16-1998

Top 10 Holdings (64.09% of Total Assets)

NameSymbol% Assets
NextEra Energy IncNEE17.18%
Duke Energy CorpDUK8.40%
Southern CoSO7.26%
Dominion Energy IncD6.55%
Exelon CorpEXC5.00%
American Electric Power Co IncAEP4.67%
Sempra EnergySRE4.35%
Xcel Energy IncXEL3.86%
American Water Works Co IncAWK3.45%
Public Service Enterprise Group IncPEG3.37%

This is a hugely popular fund, only invests in utilities companies that are included in the S&P 500. The fund dominates its segment, with huge assets and volume.  Therefore, this is the best utilities ETF for long term investors.

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