Utilities ETFs
XLU vs FUTY.
Utilities Select Sector SPDR Fund (S&P 500 utilities sector) against Fidelity MSCI Utilities Index ETF (MSCI USA IMI Utilities 25/50) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| XLU | FUTY | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +7.94% | — | — |
| 1Y CAGR | +14.0% | — | — |
| 3Y CAGR | +14.2% | — | — |
| 5Y CAGR | +9.79% | — | — |
| 10Y CAGR | +9.15% | — | — |
| Since inception CAGR | +7.76% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLU minus FUTY. XLU since-inception measured from first available bar December 22, 1998. Since-inception spans differ — compare that row with care.
Fund facts
| XLU | FUTY | |
|---|---|---|
| Name | State Street Utilities Select Sector SPDR ETF | Fidelity MSCI Utilities Index ETF |
| Category | Utilities | Utilities |
| Style | Passive | Active |
| Expense ratio | 0.08% | — |
| Assets (AUM) | $23.1B | $2.3B |
| Dividend yield | 2.64% | 2.59% |
| Avg volume (3-mo) | 20.3M | 340K |
| Inception | December 16, 1998 | October 21, 2013 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
Holdings overlaptop-25 holdings · coverage XLU 57.4% · FUTY 51.9%
51.9%of portfolio weight overlaps10 shared of top 10
| Shared holding | XLU | FUTY | MIN |
|---|---|---|---|
| NEENextEra Energy Inc | 12.86% | 11.55% | 11.55% |
| SOSouthern Co | 7.58% | 6.82% | 6.82% |
| DUKDuke Energy Corp | 6.93% | 6.24% | 6.24% |
| CEGConstellation Energy Corp | 5.58% | 4.99% | 4.99% |
| AEPAmerican Electric Power Co Inc | 5.23% | 4.69% | 4.69% |
| SRESempra | 4.26% |
Sector tilt XLU FUTY
Utilities100.0% / 99.3%+0.7pp
Energy— / 0.4%
Industrials— / 0.2%
More utilities etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
Compare any two funds in ALAN
The interactive tool takes any pair, adds total-vs-price toggles, and saves comparisons to your workspace.
For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.