TPZ
Price
$20.60
Change
+$0.03 (+0.15%)
Updated
Aug 19, 04:59 PM (EDT)
Net Assets
117.26M
XLU
Price
$86.09
Change
+$0.84 (+0.99%)
Updated
Aug 19, 04:59 PM (EDT)
Net Assets
21.52B
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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$20.60
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets117.26M
The Utilities Select Sector SPDR® ETF
Price$86.09
Change+$0.84 (+0.99%)
Volume$109K
Net Assets21.52B
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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TPZ vs. XLU commentary
Aug 20, 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 Hold and XLU is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
XLU has more net assets: 21.5B vs. TPZ (117M). XLU has a higher annual dividend yield than TPZ: XLU (14.218) vs TPZ (4.938). 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 YTD4.93814.21835%
Net Assets117M21.5B1%
Total Expense RatioN/A0.08-
Turnover9.725.00194%
Yield1.792.6667%
Fund Existence16 years27 years-
TECHNICAL ANALYSIS
Technical Analysis
TPZXLU
RSI
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
84%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
85%
Momentum
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
87%
MACD
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
83%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 7 days ago
89%
Bullish Trend 7 days ago
86%
Declines
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
82%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
88%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
80%
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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 78% 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%
-0.29%
OKE - TPZ
78%
Closely correlated
-1.20%
WMB - TPZ
77%
Closely correlated
-1.64%
DTM - TPZ
77%
Closely correlated
-1.41%
KMI - TPZ
77%
Closely correlated
-1.65%
ET - TPZ
76%
Closely correlated
+0.58%
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%
-0.43%
AEE - XLU
78%
Closely correlated
-0.61%
PEG - XLU
76%
Closely correlated
-1.41%
PPL - XLU
76%
Closely correlated
-0.85%
LNT - XLU
74%
Closely correlated
-0.29%
DTE - XLU
71%
Closely correlated
-1.09%
More