Endangerment Finding And The XLU
The State Street Utilities Select Sector SPDR ETF (XLU) faces a policy shift as the EPA rescinds the 2009 endangerment finding, impacting coal plant retirements. Surging electricity demand, driven by AI infrastructure and data centers, challenges the feasibility of phasing out coal generation as previously planned. Coal-friendly policies are a net negative for IPPs like CEG and VST, but largely neutral for regulated utilities such as NEE, SO, DUK, D, and AEP.
Retirees Should Know The XLU Utility ETF Has Paid Dividends Every Year Since 1999 Without Interruption
The Utilities Select Sector SPDR Fund (NYSE:XLU) generates income by holding dividend-paying utility companies and passing those dividends to shareholders.
2 Hot Sector ETFs Worth Buying in 2026
Index investors and so-called Bogleheads (those who love the Vanguard ETFs) may not be all too fond of the sector ETFs, especially when you consider that simply buying the S&P 500 covers most of one's bases when it comes to diversification.
XLU: Why Did It Top Last October?
Utilities Select Sector SPDR Fund remains attractive for long-term, defensive investors. XLU's recent surge was driven by AI-related electricity demand speculation, but utilities' structural constraints limit rapid growth. Earnings growth for XLU holdings remains modest at 4–10%, while dividend yields are at historical lows due to price appreciation.
Should You Invest in the State Street Utilities Select Sector SPDR ETF (XLU)?
Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the State Street Utilities Select Sector SPDR ETF (XLU), a passively managed exchange traded fund launched on December 16, 1998.
XLU: Why I Am Upgrading Utilities
I upgrade State Street Utilities Select Sector SPDR ETF from Sell to Hold after a notable price decline and improved valuation metrics. XLU's price-to-book is now 2.3x, P/E is 19.4x, and dividend yield stands at 2.85%. Interest rate trends and recession risk remain key headwinds, but XLU is no longer excessively expensive.
VIDEO: ETF of the Week: XLU
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Utilities Select Sector SPDR Fund (XLU) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.
ETF of the Week: Utilities Select Sector SPDR Fund (XLU)
VettaFi's Head of Research Todd Rosenbluth discussed the Utilities Select Sector SPDR Fund (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit ETF Trends.
Utility ETFs in the Spotlight as Q3 Earnings Season Kicks Off
AI-driven power demand and solid Q3 earnings from utilities like FE put ETFs such as XLU, VPU and IDU in focus.
Should You Invest in the Utilities Select Sector SPDR ETF (XLU)?
Launched on December 16, 1998, the Utilities Select Sector SPDR ETF (XLU) is a passively managed exchange traded fund designed to provide a broad exposure to the Utilities - Broad segment of the equity market.
The XLU Buy Thesis: Cheap And Better Growth
The Utilities Sector ETF is attractively valued after a recent price drop, trading at a significant discount to the S&P 500. XLU offers above-average revenue and earnings growth, fueled by strong electricity demand and the AI infrastructure buildout, surpassing S&P growth forecasts. Utilities provide defensive benefits and recession resistance, making XLU well-positioned to outperform if the economy weakens or interest rates decline further.
XLU: Utility Dividend Spread To Treasuries Is Too Low, Creating Overvaluation Risk
XLU's dividend is a tiny 2.65% today, with its spread to Treasuries seemingly bouncing off long-term lows. The stagnation in gold's price indicates that investor appetite for "monetary devaluation hedges" is slowing, impacting real interest rate proxies like utilities. In the short-term, deflation may be a greater risk than inflation, but as in 2020, I expect the Fed will shift too dovish, due to debt concerns.
