XLU - Utilities Select Sector SPDR Fund
| Previous Close | 61.07 |
| Open | 0.00 |
| Bid | 61.70 x 900 |
| Ask | 62.49 x 3100 |
| Day's Range | 0.00 - 0.00 |
| 52 Week Range | |
| Volume | 0 |
| Avg. Volume | 16,703,090 |
| Net Assets | 10.69B |
| NAV | 61.34 |
| PE Ratio (TTM) | N/A |
| Yield | 3.11% |
| YTD Return | 17.70% |
| Beta (3Y Monthly) | 0.28 |
| Expense Ratio (net) | 0.13% |
| Inception Date | 1998-12-16 |
- InvestorPlace
5 of the Best Utility ETFs to Invest in Now
[Editor's note: "5 of the Best Utility ETFs to Invest in Now" was previously published in February 2019. It has since been updated to include the most relevant information available.]The utilities sector accounts for a very small percentage of the S&P 500. Typically, that would lead investors to think the utilities sector is overlooked, but among the broad market's smaller sectors, utility stocks are among the more widely followed. There are several reasons why utilities grab attention despite the group's diminutive status in broader benchmarks.First, the sector usually is not as volatile as more cyclical groups. Second, utility stocks and exchange-traded funds are often prized for above-average dividend yields. Today, the Utilities Select Sector SPDR (NYSEARCA:XLU), the largest utility ETF, has a dividend yield of 3%, or more than a percentage point above the yield on the S&P 500.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Great Small-Cap Stocks to Buy For investors looking to reduce the volatility of their portfolios while bolstering their income streams, here are some of the best utility ETFs to consider right now. Fidelity MSCI Utilities ETF (FUTY)Expense Ratio: 0.08%, or $8 annually per $10,000 investedFidelity's cheap ETF footprint is consistently growing and its status as the provider of the least expensive sector ETFs is a big reason why. Yes, that means the Fidelity MSCI Utilities ETF (NYSEARCA:FUTY) is currently the cheapest out of all the utility ETFs on the market. Fidelity clients can realize added cost benefits with this utility ETF because Fidelity ETFs are available commission-free.The $733 million FUTY follows the MSCI USA IMI Utilities Index. FUTY is comparable to XLU, but these utility ETFs are not identical twins. That much is proven by FUTY's slight edges in annualized volatility and returns over the past three years.While FUTY has some differences with the rival XLU, the dividend yield on the two utility ETFs is comparable as are earnings metrics. Reaves Utilities ETF (UTES)Expense Ratio: 0.95%The Reaves Utilities ETF (NYSEARCA:UTES) sports a high fee because it is an actively managed utilities ETF. But it's still one of the best ETFs out there for those looking to invest in utility stocksThe aim of UTES is to outperform the S&P 500 Utilities Index. UTES' qualitative (management interviews, field research, macro factor analysis) and quantitative (modeling, valuation, technicals) analysis inform bottom-up security selection through a dynamic investment process emphasizing disciplined risk management," according to the issuer. * 7 Great Small-Cap Stocks to Buy Active management does have some benefits within the utility sector. For example, the UTES management team can drill down on the sector's better risk/reward opportunities while potentially identifying some utility stocks that are less sensitive to rising interest rates than the sector at large. In 2019, this utilities ETF is beating XLU by 1.5 percentage points. Invesco S&P 500 Equal Weight Utilities ETF (RYU)Expense Ratio: 0.40%Many of the largest utility ETFs are cap-weighted funds, meaning they tilt toward the sector's largest constituents. That strategy makes sense because the sector is a large cap-intensive group, but reducing dependency on the sector's biggest names can payoff from time-to-time.The Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU), the dominant name among equal-weight utility ETFs, is home to 28 stocks. None of its components command weights of more than 4.3%. In traditional utility ETFs, the largest holding's weight is usually double or triple what it is in RYU.This utility ETF allocates about 35% of its weight to mid-cap stocks, a figure that is high relative to rival funds. Invesco DWA Utilities Momentum ETF (PUI)Expense Ratio: 0.60%When an investor really wants a unique weighting methodology for utility stocks, the Invesco DWA Utilities Momentum ETF (NASDAQ:PUI) is the best utility ETF to consider.PUI tracks the Dorsey Wright Utilities Technical Leaders Index, which "is designed to identify companies that are showing relative strength (momentum), and is composed of at least 30 securities from the NASDAQ US Benchmark Index. Relative strength is the measurement of a security's performance in a given universe over time as compared to the performance of all other securities in that universe," according to Invesco. * 7 Great Small-Cap Stocks to Buy While momentum is not often a trait associated with utilities ETFs, the point is PUI works when this sector is in favor. Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU)Expense Ratio: 0.29%Speaking of smaller utility stocks, the Invesco S&P SmallCap Utilities & Communication Services ETF (NASDAQ:PSCU) is the small-cap answer to the aforementioned XLU. All of POSCU's holdings are small-cap stocks, according to Invesco.Yes, small-cap utility ETFs can outperform their large-cap peers, but do not expect a utility ETF like PSCU to consistently outperform standard small-cap benchmarks.As of this writing, Todd Shriber did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 10 Cheap Dividend Stocks to Load Up On * The 10 Biggest Losers from Q2 Earnings * 5 Dependable Dividend Stocks to Buy The post 5 of the Best Utility ETFs to Invest in Now appeared first on InvestorPlace.
- ETF Trends
Utilities, REIT ETFs for a Period of Heightened Volatility
While volatility shook the markets, ETF investors may considered targeted sector plays that typically do well in times of heightened uncertainty. The CBOE Volatility Index, or so-called VIX, a gauge of ...
- ETF Trends
Attractive ETF Sectors After Yield Curve Inverts
One of the big news items out Wednesday was another yield curve inversion. The yield curve inverts when yields on 10-year Treasuries fall below those on two-year notes and the scenario has historically proven to be a reliable recession indicator. There are some sectors that prove sturdy after the yield curve inverts and perhaps unsurprisingly, those are defensive groups, such as consumer staples and utilities.
- Investor's Business Daily
Stock Market Falls Hard On Recession Signal, China's Economy
Technically the stock market is still in an uptrend, but the indexes' inability to retake and stay above their 50-day moving average lines is disturbing.
- Investopedia
Markets Pause Going Into Weekend
We take a look at whether falling interest rates will spur fall home buying and how to gain from a buyers' market.
- Investor's Business Daily
Stocks Trim Losses, Capping A Wild Week; These 3 Growth Stocks Surge
The stock market worked off a midday slump but still closed with losses, after a wild week that saw the main indexes come back from steep declines.
- Zacks
Mixed Q2 Earnings Results Put Utility ETFs in Focus
Here we look at some of the ETFs with strong exposure to three utility bigwigs post the release of their mixed Q2 earnings.
- Investopedia
Nervous Market Pauses at Notable Juncture
The day after the big swoon looked lackluster. Global investors lost their appetite, while bond yields were down but bond prices were up.
- Zacks
ETF Predictions for a Historically Low August
August saw an awful start with global markets in the red mainly due to renewed trade tensions. Such market and ETF activities could rule the market in August.
- ETF Trends
Utilities ETFs Still Merit Consideration
The Utilities Select Sector SPDR (XLU) , the largest utilities sector exchange traded fund, is higher by nearly 14% year-to-date and some market observers assert that some defensive sectors are getting pricey, but reasons remain to consider utilities ETFs. The utilities sector is one of this year’s best-performing groups, underscoring the notion that many investors will embrace utilities stocks and exchange traded funds during favorable interest rate environments.
- Kiplinger
The 11 Best ETFs to Buy for Portfolio Protection
The stock market took a gut punch recently as a number of on-again, off-again headwinds started to blow at the same time. Investors quickly turned tail, seeking out more protective positions. Unsurprisingly, this trend led to an influx of inflows into some of the best defensive exchange-traded funds (ETFs).The Federal Reserve knocked Wall Street off-balance with a recent quarter-point drop in its benchmark Fed funds rate. Yes, it was the first such cut since the Great Recession. But some investors were hoping for a deeper reduction, and Fed Chairman Jerome Powell's subsequent press conference kept experts guessing about whether future rate cuts were any more or less likely.The U.S.-China trade war escalated next. At the start of August, President Donald Trump threatened to slap a 10% tariff on another $300 billion in Chinese imports effective Sept. 1, prompting Beijing to threaten retaliation. So far, China has announced it will suspend imports of U.S. agricultural products and let its currency, the yuan, tumble to an 11-year-low. The latter move is expected to agitate Trump, who has accused Beijing of currency manipulation in the past.Standard & Poor's 500-stock index dropped quickly, losing almost 4% between the July 30 close (the day before the Fed announcement) and the Aug. 5 market open. Some investors are going to cash - but others are seeking out areas of the market that might rise as the market falls, or places to collect dividends while waiting out the volatility.Here, we examine 11 of the best ETFs to buy if you're looking for portfolio protection. This relatively small cluster of funds covers a lot of ground, including high-dividend sectors, low-volatility ETFs, gold, bonds and even a simple, direct market hedge. SEE ALSO: The Kip ETF 20: The 20 Best Cheap ETFs You Can Buy
- Zacks
Top ETF Stories of July
Fed rate cut optimism boost stocks in the month of July. We highlight the other investing stories that regulated the ETF world in the month.
- Zacks
Grab These Safe Haven ETFs Amid Intensifying Trade Spat
Another tariff attack by the United States makes it the right time for investors to pick some safe-haven ETFs.
- Barrons.com
The Case for Going Into Cash Now
Is it time to turn away from TINA? TINA, of course, is the acronym for There Is No Alternative, in this case to common stocks, especially U.S. equities. Low interest rates make bonds unattractive and risky, according to this line of thinking, Alternative investments, such as private equity and hedge funds, are TINA’s version of a private dancer, promising an exclusive performance for those sufficiently well-heeled to pay for it.
- Zacks
Fed Cuts Rate: Sector ETFs & Stocks Set to Soar
As widely expected, the Federal Reserve cut interest rates by 25 bps for the first time since the 2008 financial crisis. We have highlighted ETFs & stocks from sectors that are expected to skyrocket on lower rates.
- Market Realist
Dominion Energy’s Earnings Might Be Lower in Q2
For the second quarter, Dominion Energy's (D) earnings are scheduled to be released on July 31. Dominion Energy will likely report an EPS of $0.76.
- Market Realist
NextEra Energy’s Earnings: Solid Growth in Q2
NextEra Energy’s adjusted earnings have risen 13% year-over-year. The company reported an EPS of $2.35, which beat analysts' consensus estimates.
- Market Realist
Mild Weather Mars FirstEnergy’s Q2 Earnings
Electric utility company FirstEnergy (FE) released its second-quarter earnings results on July 23. It reported adjusted EPS of $0.61.
- Zacks
5 Overlooked Energy ETFs Yielding More Than XLE
Given the bargain prices as well as encouraging trends, investors are cashing in on the high dividend yields in the energy sector with ETFs.
- Zacks
Wahed Invest's Shariah-Compliant US Equity ETF Makes Debut
We discuss a new Shariah-compliant US equity ETF, recently introduced by Wahed Invest.
- Market Realist
What to Expect From NextEra Energy and Its Peers in Q2
NextEra Energy (NEE) will likely report its second-quarter earnings on July 24. The utility is expected to report an EPS of $2.28 for the quarter ended June 30.
- InvestorPlace
3 Best Dividend Stocks to Buy in the Energy Sector
The classic equity sectors to hunt for yield have been defense, consumer staples, and utilities. The idea has always been that these sectors provide less in the way of capital gains, compared to more volatile high-flying sectors like technology, but in exchange for the more moderate capital gains, investors get stability and yield.This year, however, as investors have tried to navigate the tail end of the business cycle and changing stances by the Federal Reserve, fund flows have gone to those classic defensive sectors. The result is double digit gains for the stock itself pre-dividend in year to date performance. Consumer Staples Select (NYSEARCA:XLP) is up almost 19%. The utility ETF Utilities SPDR (NYSEARCA:XLU) is not far behind, up 15%.Dividend yields have fallen under this scenario, and XLU yields just 3%, while XLP yields just 2.7%. It's clear then, that investors are going to need to look elsewhere for higher yields.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 9 Retail Stocks Goldman Sachs Says Are Ready to Rip Energy, being rather out of favor this year, is offering some compelling opportunities. Dividend Stocks to Buy: Energy Transfer LPDividend Yield: 8.2%Energy Transfer (NYSE:ET) has been steadily executing on the strategic front. They have expanded their presence to China to meet growing demand for LNG and NGL products by opening an office in Beijing earlier in the year. ET signed a letter of intent with Sunoco (NYSE:SUN) to enter into a joint venture on a diesel fuel pipeline to West Texas. They have sold interests in certain pipelines to raise capital at attractive prices.Regardless of how the overall market is treating the energy sector, especially midstream master limited partnerships (MLPs), ET has not missed a beat. Financials are in good order with a distribution cash coverage ratio of 2.07x. Fiscal year adjusted EBITDA forecast of $10.7 billion have been reaffirmed.All the while the business keeps expanding. Plans on a Bakken pipeline optimization project will start next year. And on the Permian side, ET is expanding its Permian Express pipeline system by an incremental 120,000 barrels per day. The Permian Express 4 expansion is expected to be in service by the end of the third quarter of 2019.Cash flows are extremely healthy. The dividend is secure. And new projects are fueling growth. The future for ET looks better than good. DCP MidstreamDividend Yield: 10%DCP Midstream (NYSE:DCP) reported a strong first quarter yet yields remain sky high. This presents a great opportunity for patient investors who understand that equity sectors go on rotation and that there will be a day when the market wakes up and realizes how cheap companies have gotten.DCP owns and operates more than 60 plants and 64,000 miles of natural gas and natural gas liquids pipelines across 9 states. On this diverse base of assets, the company generated record distributable cash flow of $224 million in the first quarter. This puts the distribution coverage ratio at 1.45 times. So, despite difficult times for the sector, a best-in-class operator will still produce best-in-class results.NGL Energy Partner's (NYSE:NGL) pipeline throughput volumes was extremely strong, increasing approximately 30% year-over-year. In particular, Sand Hills and Southern Hills drove higher volumes. As a result, adjusted EBITDA set a record as well for the quarter. * 10 Best Dividend Stocks to Buy for the Rest of 2019 and Beyond Somehow DCP is just sitting there yielding 10%. Take advantage of the mispricing. BPDividend Yield: 6%BP (NYSE:BP) has a plan in place to secure long-term cash flow distributions to shareholders. Oil prices have been volatile, but their turnaround strategy is well underway.There are a number of ramp-up projects, three of which came on stream in Q1, and another that is scheduled to come on stream in Q2. These ramp-ups should make up for some lost volume that has certain analysts concerned.The good news is that most of the major turnarounds are behind BP, so the company is now in more of a steady state. There will be some impact in Q2 but not to the extent that the market seems to be pricing in.Lubricants, which has been a great business, has recently run into some issues with base oil prices, but management indicates that is leveling off. BP has made major efforts starting late last year to make that department more efficient, so there are ways to work around the headwinds.A recovery across a couple of BP's business lines going forward, in addition to the refinery system readying to go "full tilt" in 2020, has positioned the company well both from a growth and cash flow standpoint. Being paid 6% for the company's thought through strategy to play off isn't a bad deal. As of this writing, Luce Emerson was long shares of Energy Transfer LP. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 9 Retail Stocks Goldman Sachs Says Are Ready to Rip * 7 Services Stocks to Buy for the Rest of 2019 * 6 Stocks to Buy and 1 to Sell Based on Insider Trading The post 3 Best Dividend Stocks to Buy in the Energy Sector appeared first on InvestorPlace.
