Loading…
XLU and UTES share 43.5% of their holdings.
| Side by side | XLU | UTES |
|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.08% | 0.49% |
| Cost per year on $10k | $8 | $49 |
| Trailing 12-mo yield | 2.78% | 1.61% |
| Income per year on $10k | $278 | $161 |
| YTD | +4.4% | −2.3% |
| 1 year | +0.1% | −7.6% |
| 3 years · per year | +16.9% | +23.8% |
| 5 years · per year | +8.7% | +13.8% |
| Worst drop · 1Y | −16.1% | −17.6% |
| Volatility · 1Y | 15.7% | 22.4% |
| Holdings | 31 | 198 |
| Assets | $24.2B | $1.2B |
| Leverage | None | None |
| Since | 1998 | 2015 |
Highlighted = best in the row. Returns include dividends.