XLU vs RYU

Both XLU and RYU are ETFs. XLU has a higher 5-year return than RYU (7.95% vs 6.69%). XLU has a lower expense ratio than RYU (0.13% vs 0.4%). Below is the comparison between XLU and RYU.

RYU XLU
Segment Equity: U.S. Utilities Equity: U.S. Utilities
Issuer Guggenheim State Street Global Advisors
Net Assets $267.45M $11.13B
Expense Ratio 0.40% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.94% 3.41%
Underlying Index S&P 500 Equal Weight Index Telecommunication Services & Utilities Index S&P Utilities Select Sector Index
YTD Return -16.80% -14.29%
1-Year Return -6.32% -2.40%
3-Year Return 4.23% 5.25%
5-Year Return 6.69% 7.95%
10-Year Return 10.24% 10.19%

XLU description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLU performance & returns

YTD Return -14.29%
1-Month Return -6.52%
3-Month Return -21.31%
1-Year Return -2.40%
3-Year Return 5.25%
5-Year Return 7.95%
10-Year Return 10.19%
XLU expense ratio is 0.13%.

XLU holdings

Top 10 Holdings (63.42% of Total Assets)

Name Symbol % Assets
NextEra Energy Inc NEE 15.37%
Dominion Energy Inc D 7.77%
Duke Energy Corp DUK 7.71%
Southern Co SO 7.42%
American Electric Power Co Inc AEP 5.16%
Exelon Corp EXC 4.68%
Sempra Energy SRE 4.16%
Xcel Energy Inc XEL 4.13%
WEC Energy Group Inc WEC 3.63%
Consolidated Edison Inc ED 3.39%

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RYU description

The Fund seeks to replicate as closely as possible, before expenses, the performance of the S&P Equal Weight Utilities Index. The Fund uses a passive management strategy to track the performance of the Index.

RYU performance & returns

YTD Return -16.80%
1-Month Return -6.83%
3-Month Return -22.98%
1-Year Return -6.32%
3-Year Return 4.23%
5-Year Return 6.69%
10-Year Return 10.24%
RYU expense ratio is 0.4%.

RYU holdings

Top 10 Holdings (40.14% of Total Assets)

Name Symbol % Assets
NextEra Energy Inc NEE 4.23%
American Water Works Co Inc AWK 4.18%
WEC Energy Group Inc WEC 4.12%
Ameren Corp AEE 4.04%
Xcel Energy Inc XEL 4.03%
CMS Energy Corp CMS 4.01%
Eversource Energy ES 4%
NiSource Inc NI 3.87%
Atmos Energy Corp ATO 3.86%
Alliant Energy Corp LNT 3.8%

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