XLU ETF

$46.29

Returns Overview

1 Month
+1.65%
3 Months
+0.88%
6 Months
+9.43%
YTD
+8.64%
1 Year
+14.12%
3 Years (annualized)
+14.84%
5 Years (annualized)
+10.74%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XLU have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+1.65%

3 Months Performance

+0.88%

6 Months Performance

+9.43%

1 Year Performance

+14.12%

Benchmark & Peers

Benchmark
Utilities Select Sector Index(^IXU:SP)
This ETF (YTD)
+8.64%
Peer Avg (YTD)
+10.15%
vs Peers
-1.50%

XLU ETF Performance

XLU performance across multiple time periods: 1-month 1.65%, YTD 8.64%, 1-year 14.12%, 3-year 14.84%, 5-year 10.74%, 10-year 9.00%.

XLU returns trail the peer average of 10.15% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

XLU performance comparison shows side-by-side returns with another fund. XLU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.65%Jun 24, 2026 to Jul 24, 2026
3 Months+0.88%Apr 24, 2026 to Jul 24, 2026
6 Months+9.43%Jan 26, 2026 to Jul 24, 2026
1 Year+14.12%N/A
3 Years+14.84%N/A
5 Years+10.74%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized