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XLU ETF Profile

XLU is a utilities ETF from SPDR. Its largest disclosed positions include NEE, SO, and DUK, and the top three holdings account for 27.78% of portfolio weight shown here. On ETF Overlap Checker, it currently connects to 61 comparison pages.

Issuer

SPDR

Asset Class

Equity

Holdings

31

Compare Pages

61

About XLU

The State Street Utilities Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index (the "Index").The Index seeks to provide an effective representation of the utilities sector of the S&P 500 Index.Seeks to provide precise exposure to companies from the electric utilities; water utilities; multi-utilities, independent power and renewable electricity producers; and gas utility industries.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

  • XLU has a more focused holdings footprint, with 31 positions in the latest imported dataset.
  • The largest disclosed position is NEE at 13.32% of the portfolio.
  • The top three disclosed holdings make up 27.78% of the portfolio, and the top ten add up to 58.14%.
  • Sector labels are limited in the visible top holdings, so the biggest positions matter more than sector buckets here.
  • XLU currently appears in 61 active ETF comparison pages on this site.

Data And Coverage

Expense ratio
0.08%
AUM
$24B
Inception date
Dec 16, 1998
Holdings updated
Mar 12, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and visit the ETF directory for the full set of indexed fund hubs.

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What Stands Out About XLU

01

Portfolio Shape

The disclosed top holdings suggest a more concentrated portfolio than a plain broad-market fund. NEE, SO, and DUK account for much of the visible weight, with the top three at 27.78% and the top ten at 58.14%. Sector labels are limited in the visible top holdings, so the concentration read is driven mainly by the largest names themselves.

02

What Kind Of Overlap To Expect

XLU is focused enough that overlap should spike when the comparison fund targets the same sector or theme, and fall much faster against diversified market ETFs. The most visible positions, including NEE, SO, and DUK, are often the names that drive those higher-overlap matchups.

03

When Investors Compare It

On this site, investors often compare XLU with VOO, VTI, and QQQ. Those matchups usually answer a simple question: does adding this fund create a different sleeve, or does it mostly duplicate exposure you already own? XLU currently connects to 61 live comparison pages.

Holdings Concentration Snapshot

Concentration

Largest disclosed holding
13.32%
Top 3 holdings
27.78%
Top 10 holdings
58.14%
Total holdings
31

These numbers help show whether XLU behaves more like a broad portfolio building block or a fund where the biggest positions dominate the ride.

Visible Sector Mix

Sector labels are limited in the visible top holdings for XLU, so the strongest signal here is still the size of the largest positions themselves.

Top Holdings

These holdings help explain how XLU overlaps with other funds. The top ten disclosed positions represent 58.14% of the portfolio shown here.

Methodology
HoldingNameSectorWeight
NEENEXTERA ENERGY INCN/A13.32%
SOSOUTHERN CO/THEN/A7.41%
DUKDUKE ENERGY CORPN/A7.05%
CEGCONSTELLATION ENERGYN/A6.92%
AEPAMERICAN ELECTRIC POWERN/A4.95%
SRESEMPRAN/A4.24%
DDOMINION ENERGY INCN/A3.74%
VSTVISTRA CORPN/A3.66%
EXCEXELON CORPN/A3.46%
XELXCEL ENERGY INCN/A3.38%

Related Overlap Comparisons

Use these pages to see whether adding XLU changes your exposure or mostly duplicates positions you already own.

VOO vs XLU->VTI vs XLU->QQQ vs XLU->VGT vs XLU->SCHD vs XLU->VYM vs XLU->VXUS vs XLU->SPY vs XLU->DGRO vs XLU->DIA vs XLU->EFA vs XLU->HDV vs XLU->

Frequently Asked Questions About XLU

What kind of ETF is XLU?+
XLU is a utilities ETF.
What are the biggest holdings in XLU?+
XLU's largest disclosed positions currently include NEE, SO, and DUK. The single biggest visible holding is NEE at 13.32% of the portfolio.
Is XLU concentrated?+
Based on the visible top holdings, XLU's top three positions account for 27.78% of the portfolio and the top ten account for 58.14%. That gives a practical read on whether the fund looks broad or more top-heavy.
What kind of overlap should you expect from XLU?+
XLU is focused enough that overlap should spike when the comparison fund targets the same sector or theme, and fall much faster against diversified market ETFs. The most visible positions, including NEE, SO, and DUK, are often the names that drive those higher-overlap matchups.
How can you compare XLU with other ETFs?+
Use the comparison pages linked from this profile to see overlap score, shared holdings, and diversification differences. Popular comparisons for XLU on this site include VOO, VTI, and QQQ, and the fund currently appears in 61 active comparison pages.