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XLU correlations (Utilities Select Sector SPDR Fund)

Every correlation that matters for XLU: the assets it tracks, the ones that offset it, and where it sits among 4756 US stocks and ETFs.

Data as of 2026-08-27 · refreshed every trading day · Sector

Volatility (ann.)
15.8%
3y weekly
Beta vs S&P 500
0.26
3y weekly
1-year return
+4.1%
price, adjusted
5-year return
+46.3%
price, adjusted
Expense ratio
0.08%
annual
Assets
$23.1B
under management
Dividend yield
2.70%
trailing
Max drawdown
-13.1%
3y, daily closes
0%+16%2025-09-052026-08-27
XLU over the last 12 months, weekly closes indexed to 100 at the start.

Stocks and ETFs most correlated with XLU

AssetCorrelation (3Y)
OGEOGE Energy Corp0.86
DTEDTE Energy0.83
NINiSource0.83
EVRGEvergy0.82
PEGPublic Service Enterprise Group0.81
CMSCMS Energy0.81
PPLPPL Corporation0.81
WECWEC Energy Group0.80
ETREntergy0.80
AEEAmeren0.80
LNTAlliant Energy0.80
SOSouthern Company0.79
AEPAmerican Electric Power0.79
DUKDuke Energy0.79
ERHAllspring Utilities and High Income Fund0.78

Best diversifiers for XLU

These are the assets whose returns had the least to do with XLU's, historically the most independent picks in our universe.

AssetCorrelation (3Y)
VXZiPath Series B S&P 500 VIX Mid-Term Futures ETN-0.29
INTUIntuit-0.25
TEAMAtlassian Corporation-0.23
FEMYFemasys Inc.-0.22
RPDRapid7, Inc.-0.22
VXXiPath Series B S&P 500 VIX Short-Term Futures ETN-0.21
FRNMFreenome, Inc.-0.21
PSIGPS International Group Ltd.-0.20
DGZDB Gold Short ETN due February 15, 2038-0.20
ASANAsana, Inc.-0.20

XLU vs benchmarks

XLU vs SPY 0.24 XLU vs QQQ 0.10

XLU vs its peers

XLU vs XLRE 0.60 XLU vs XLB 0.44 XLU vs XLP 0.44 XLU vs XLI 0.40 XLU vs XLF 0.32

Get XLU data as JSON

Free API · no key required
$ curl https://www.pairbook.io/api/v1/symbols/xlu.json

Correlations, diversifiers, beta and volatility for XLU, plus one endpoint per pair. API documentation.

XLU holdings overlap with other ETFs

ETFOverlapCorrelation (3Y)
XLU vs USMViShares MSCI USA Min Vol Factor ETF6.6%0.45
XLU vs DGROiShares Core Dividend Growth ETF6.1%0.46
XLU vs RSPInvesco S&P 500 Equal Weight ETF5.7%0.43
XLU vs VYMVanguard High Dividend Yield ETF4.9%0.49
XLU vs VTVVanguard Value ETF4.7%0.50
XLU vs SPYVSPDR Portfolio S&P 500 Value ETF4.1%0.44
XLU vs VIGVanguard Dividend Appreciation ETF2.7%0.38
XLU vs VOOVanguard S&P 500 ETF2.2%0.23
XLU vs IVViShares Core S&P 500 ETF2.1%0.23
XLU vs QUALiShares MSCI USA Quality Factor ETF2.0%0.22
XLU vs SPYSPDR S&P 500 ETF Trust2.0%0.24
XLU vs VTIVanguard Total Stock Market ETF1.9%0.25
XLU vs ACWIiShares MSCI ACWI ETF1.4%0.30
XLU vs VTVanguard Total World Stock ETF1.3%0.31
XLU vs QQQInvesco QQQ Trust1.2%0.10
XLU vs QQQMInvesco Nasdaq 100 ETF1.2%0.10
XLU vs MTUMiShares MSCI USA Momentum Factor ETF0.6%0.21
XLU vs EFAiShares MSCI EAFE ETF0.5%0.35
XLU vs IEFAiShares Core MSCI EAFE ETF0.5%0.35
XLU vs VEAVanguard FTSE Developed Markets ETF0.4%0.36
XLU vs SPYGSPDR Portfolio S&P 500 Growth ETF0.3%0.10
XLU vs DIASPDR Dow Jones Industrial Average ETF0%0.32
XLU vs EEMiShares MSCI Emerging Markets ETF0%0.25
XLU vs EWJiShares MSCI Japan ETF0%0.30
XLU vs FXIiShares China Large-Cap ETF0%0.19
XLU vs IBBiShares Biotechnology ETF0%0.21
XLU vs ICLNiShares Global Clean Energy ETF0%0.29
XLU vs IEMGiShares Core MSCI Emerging Markets ETF0.0%0.25
XLU vs IWMiShares Russell 2000 ETF0%0.32
XLU vs MDYSPDR S&P MidCap 400 ETF0%0.37
XLU vs SCHDSchwab US Dividend Equity ETF0%0.40
XLU vs SOXXiShares Semiconductor ETF0%0.12
XLU vs VNQVanguard Real Estate ETF0%0.57
XLU vs VUGVanguard Growth ETF0%0.08
XLU vs VWOVanguard FTSE Emerging Markets ETF0.0%0.28
XLU vs XLBMaterials Select Sector SPDR Fund0%0.44
XLU vs XLCCommunication Services Select Sector SPDR Fund0%0.11
XLU vs XLEEnergy Select Sector SPDR Fund0%0.28
XLU vs XLFFinancial Select Sector SPDR Fund0%0.32
XLU vs XLIIndustrial Select Sector SPDR Fund0%0.40
XLU vs XLKTechnology Select Sector SPDR Fund0%0.07
XLU vs XLPConsumer Staples Select Sector SPDR Fund0%0.44
XLU vs XLREReal Estate Select Sector SPDR Fund0%0.60
XLU vs XLVHealth Care Select Sector SPDR Fund0%0.29
XLU vs XLYConsumer Discretionary Select Sector SPDR Fund0%0.11