TPZ
Price
$20.27
Change
+$0.13 (+0.65%)
Updated
Jul 3 closing price
Net Assets
117.26M
XLU
Price
$81.84
Change
+$0.61 (+0.75%)
Updated
Jul 3 closing price
Net Assets
19.11B
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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$20.27
Change+$0.13 (+0.65%)
Volume$14.54K
Net Assets117.26M
The Utilities Select Sector SPDR® ETF
Price$81.84
Change+$0.61 (+0.75%)
Volume$7.45M
Net Assets19.11B
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
Jul 07, 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: 19.1B vs. TPZ (117M). XLU has a higher annual dividend yield than TPZ: XLU (9.649) vs TPZ (3.069). 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 YTD3.0699.64932%
Net Assets117M19.1B1%
Total Expense RatioN/A0.08-
Turnover9.725.00194%
Yield1.792.7964%
Fund Existence16 years27 years-
TECHNICAL ANALYSIS
Technical Analysis
TPZXLU
RSI
ODDS (%)
Bearish Trend 5 days ago
75%
N/A
Stochastic
ODDS (%)
Bearish Trend 5 days ago
81%
Bearish Trend 5 days ago
83%
Momentum
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
81%
MACD
ODDS (%)
Bearish Trend 5 days ago
69%
Bullish Trend 5 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 5 days ago
73%
Bullish Trend 5 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
89%
Bullish Trend 8 days ago
86%
Declines
ODDS (%)
Bearish Trend 20 days ago
74%
Bearish Trend 21 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
65%
Bearish Trend 5 days ago
59%
Aroon
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 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 KMI. 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 KMI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TPZ
1D Price
Change %
TPZ100%
+0.65%
KMI - TPZ
77%
Closely correlated
-0.32%
OKE - TPZ
76%
Closely correlated
N/A
WMB - TPZ
75%
Closely correlated
-0.85%
ET - TPZ
75%
Closely correlated
+0.39%
DTM - TPZ
74%
Closely correlated
+0.16%
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%
+0.75%
SRE - XLU
87%
Closely correlated
-1.39%
DUK - XLU
87%
Closely correlated
+0.21%
SO - XLU
86%
Closely correlated
+0.39%
PEG - XLU
86%
Closely correlated
-0.06%
AEP - XLU
85%
Closely correlated
+0.58%
More