TPZ
Price
$20.19
Change
-$0.02 (-0.10%)
Updated
Jun 16, 04:52 PM (EDT)
Net Assets
117.26M
XLU
Price
$81.04
Change
-$0.38 (-0.47%)
Updated
Jun 16, 04:59 PM (EDT)
Net Assets
18.63B
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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$20.19
Change-$0.02 (-0.10%)
Volume$200
Net Assets117.26M
The Utilities Select Sector SPDR® ETF
Price$81.04
Change-$0.38 (-0.47%)
Volume$147.72K
Net Assets18.63B
TPZ vs XLU Comparison Chart
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TPZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLU
Daily Signalchanged days ago
Gain/Loss if bought
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VS
TPZ vs. XLU commentary
Jun 16, 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: 18.6B vs. TPZ (117M). XLU has a higher annual dividend yield than TPZ: XLU (8.334) vs TPZ (2.408). 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 YTD2.4088.33429%
Net Assets117M18.6B1%
Total Expense RatioN/A0.08-
Turnover9.725.00194%
Yield1.792.7864%
Fund Existence16 years27 years-
TECHNICAL ANALYSIS
Technical Analysis
TPZXLU
RSI
ODDS (%)
N/A
Bearish Trend 4 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
76%
Bullish Trend 4 days ago
90%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 4 days ago
86%
MACD
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 4 days ago
79%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
89%
Bullish Trend 5 days ago
87%
Declines
ODDS (%)
Bearish Trend 7 days ago
74%
Bearish Trend 26 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
76%
Bearish Trend 4 days ago
74%
Aroon
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
81%
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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 77% 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%
-0.01%
OKE - TPZ
77%
Closely correlated
+1.33%
KMI - TPZ
76%
Closely correlated
-0.07%
WMB - TPZ
76%
Closely correlated
+0.34%
ET - TPZ
75%
Closely correlated
-0.70%
DTM - TPZ
74%
Closely correlated
+0.07%
More

XLU and

Correlation & Price change

A.I.dvisor indicates that over the last year, XLU has been closely correlated with SRE. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if XLU jumps, then SRE could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To XLU
1D Price
Change %
XLU100%
-0.57%
SRE - XLU
87%
Closely correlated
-2.82%
DUK - XLU
87%
Closely correlated
-0.36%
SO - XLU
86%
Closely correlated
-0.01%
PEG - XLU
86%
Closely correlated
-0.69%
AEP - XLU
85%
Closely correlated
-0.12%
More