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XLU State Street Utilities Select Sector Spdr ETF

Over the last 15 years (2011-082026-09), $10,000 invested in XLU with dividends reinvested grew to $68,61013.54% a year — with a worst peak-to-trough fall of -17.98%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
13.54%
Volatility (annualized)
14.60%
Worst drawdown
-17.98%
Sharpe ratio
0.83

About XLU

State Street Utilities Select Sector SPDR ETF is an exchange-traded fund that provides concentrated exposure to U.S. utility companies within the S&P 500. The fund is designed to track the Utilities Select Sector Index, using a passive, replication-based approach that typically holds electric, gas, water, multi-utility, and independent power and renewable electricity businesses. Its portfolio is weighted toward large, established companies, with holdings selected from the utilities segment of the broader U.S. equity market. By focusing on this essential-services industry, the ETF offers investors a single diversified vehicle for accessing a sector that plays a central role in electricity delivery, water infrastructure, and energy distribution across the United States. State Street Utilities Select Sector SPDR ETF is commonly used by market participants seeking targeted utilities sector exposure within a broad equity portfolio.

Put XLU to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

XLU — State Street Utilities Select Sector Spdr ETF: returns, risk & backtest · Informed Portfolio