TPZ
Price
$21.08
Change
+$0.16 (+0.76%)
Updated
Sep 26 closing price
Net Assets
117.26M
XLU
Price
$86.81
Change
+$1.39 (+1.63%)
Updated
Sep 26 closing price
Net Assets
21.1B
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TPZ vs XLU

Header iconTPZ vs XLU Comparison
Open Charts TPZ vs XLUBanner chart's image
Tortoise Essential Energy Fund
Price$21.08
Change+$0.16 (+0.76%)
Volume$16.95K
Net Assets117.26M
The Utilities Select Sector SPDR® ETF
Price$86.81
Change+$1.39 (+1.63%)
Volume$8.12M
Net Assets21.1B
TPZ vs XLU Comparison Chart in %
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TPZ
Daily Signalchanged days ago
Gain/Loss if bought
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XLU
Daily Signalchanged days ago
Gain/Loss if bought
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VS
TPZ vs. XLU commentary
Sep 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TPZ is a Buy and XLU is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
XLU has more net assets: 21.1B vs. TPZ (117M). XLU has a higher annual dividend yield than TPZ: XLU (17.091) vs TPZ (8.241). TPZ was incepted earlier than XLU: TPZ (16 years) vs XLU (27 years). TPZ has a higher turnover XLU (5.00) vs XLU (5.00).
TPZXLUTPZ / XLU
Gain YTD8.24117.09148%
Net Assets117M21.1B1%
Total Expense RatioN/A0.08-
Turnover9.725.00194%
Yield1.792.7066%
Fund Existence16 years27 years-
TECHNICAL ANALYSIS
Technical Analysis
TPZXLU
RSI
ODDS (%)
N/A
Bullish Trend 3 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
71%
Bearish Trend 3 days ago
82%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
81%
Advances
ODDS (%)
Bullish Trend 11 days ago
90%
Bullish Trend 5 days ago
86%
Declines
ODDS (%)
Bearish Trend 13 days ago
73%
Bearish Trend 21 days ago
82%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
Aroon
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 3 days ago
63%
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TPZ
Daily Signalchanged days ago
Gain/Loss if bought
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XLU
Daily Signalchanged days ago
Gain/Loss if bought
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TPZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, TPZ has been closely correlated with OKE. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if TPZ jumps, then OKE could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TPZ
1D Price
Change %
TPZ100%
+0.74%
OKE - TPZ
79%
Closely correlated
+0.61%
WMB - TPZ
78%
Closely correlated
+1.11%
KMI - TPZ
78%
Closely correlated
+1.00%
ET - TPZ
78%
Closely correlated
+0.29%
DTM - TPZ
77%
Closely correlated
+1.91%
More

XLU and

Correlation & Price change

A.I.dvisor indicates that over the last year, XLU has been closely correlated with AEE. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if XLU jumps, then AEE could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To XLU
1D Price
Change %
XLU100%
+1.63%
AEE - XLU
78%
Closely correlated
+1.31%
PEG - XLU
77%
Closely correlated
+1.76%
PPL - XLU
76%
Closely correlated
+1.55%
LNT - XLU
74%
Closely correlated
+1.33%
WEC - XLU
72%
Closely correlated
+1.45%
More