Key stats
About SELECT SECTOR SPDR TRUST AMEX UTILITIES SELECT INDEX
Expense ratio
0.09%
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Inception date
Dec 16, 1998
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.
Classification
What's in the fund
Exposure type
Utilities
Stock breakdown by region
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