State Street Utilities Select Sector SPDR ETF XLU

Select Sector Utilities Select Sector SPDR Fund (el Fondo), anteriormente Utilities Select Sector SPDR Fund, busca proporcionar resultados de inversión que correspondan al rendimiento del precio y el rendimiento de los rendimientos del Sector de Servicios Públicos Select Sector del Índice S&P 500 (el Índice). El Índice incluye empresas de industrias como servicios públicos eléctricos, servicios públicos múltiples, productores de energía independientes y comerciantes de energía, y servicios públicos de gas. El Fondo utiliza un enfoque de inversión pasiva o de indexación para intentar aproximar el rendimiento de la inversión del Índice. El asesor de inversión del Fondo es SSgA Funds Management, Inc.

Con 25 acciones de XLU (USD 998,98) habrías recibido USD 30,25 en dividendos en los últimos 12 meses.

XLU hizo una división de acciones (split) de 2:1 el 5 de diciembre de 2025: cada acción se convirtió en 2. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 22 sept

  Should You Invest in the iShares U.S. Utilities ETF (IDU)?

  The iShares U.S. Utilities ETF (IDU) is a passively managed fund with $1.35 billion in assets tracking the Dow Jones U.S. Utilities Index. With a 0.38% expense ratio and 2.49% dividend yield, it offers diversified exposure to the utilities sector but has underperformed year-to-date, declining 2.57%. The fund holds 49 stocks with top positions in NextEra Energy (11.1%), Southern Company, and Duke Energy. Alternatives like Vanguard Utilities ETF (VPU) and State Street Utilities SPDR (XLU) offer lower expense ratios.

  

• Zacks Investment Research 16 sept

  Stock Market News for Sep 16, 2026

  Wall Street declined on Tuesday as rising Treasury yields and debt concerns weighed on investor sentiment, particularly affecting discretionary and utilities stocks. The Dow fell 0.6%, Nasdaq dropped 0.8%, and S&P 500 lost 0.5%. Energy stocks bucked the trend, gaining 2.3% as oil prices surged due to Saudi supply disruptions. Markets are pricing in a 94.5% likelihood of a Fed rate hike on Wednesday.

  

• Zacks Investment Research 16 sept

  Should You Invest in the Vanguard Utilities Index Fund ETF Shares (VPU)?

  The Vanguard Utilities Index Fund ETF Shares (VPU) is a passively managed ETF offering low-cost exposure to the utilities sector with a 0.09% expense ratio and 2.89% dividend yield. The fund has underperformed year-to-date, down 1.97%, and holds a Zacks ETF Rank of 2 (Buy). It features 71 holdings with top positions in NextEra Energy, Southern Company, and Duke Energy, making it a medium-risk option for utilities sector investors.

  

• Zacks Investment Research 10 sept

  Stock Market News for Sep 10, 2026

  U.S. stock markets declined on Wednesday as inflation concerns and Middle East geopolitical tensions drove bond yields to multiyear highs. The Dow Jones fell 0.8%, Nasdaq dropped 0.6%, and S&P 500 slid 0.5%. Oil prices surged above $100 per barrel, with Brent crude reaching $101.21, raising concerns about economic fallout from potential supply disruptions. Treasury yields climbed significantly, making government securities more attractive relative to equities.

  

• Zacks Investment Research 9 sept

  Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

  FXU is a smart beta ETF launched in 2007 that tracks the StrataQuant Utilities Index with 97.1% allocation to utilities stocks. While it has generated 6.68% returns year-to-date and 12.11% over one year, its 0.61% expense ratio is relatively high compared to traditional alternatives like VPU (0.09%) and XLU (0.08%), making it less suitable for cost-conscious investors seeking utilities exposure.