UTG
Price
$38.85
Change
+$0.38 (+0.99%)
Updated
Sep 26 closing price
Net Assets
3.48B
XLU
Price
$86.81
Change
+$1.39 (+1.63%)
Updated
Sep 26 closing price
Net Assets
21.1B
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UTG vs XLU

Header iconUTG vs XLU Comparison
Open Charts UTG vs XLUBanner chart's image
Reaves Utility Income Fund
Price$38.85
Change+$0.38 (+0.99%)
Volume$144.63K
Net Assets3.48B
The Utilities Select Sector SPDR® ETF
Price$86.81
Change+$1.39 (+1.63%)
Volume$8.12M
Net Assets21.1B
UTG vs XLU Comparison Chart in %
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UTG
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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UTG vs. XLU commentary
Sep 27, 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 UTG is a StrongBuy and XLU is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
XLU has more net assets: 21.1B vs. UTG (3.48B). UTG has a higher annual dividend yield than XLU: UTG (28.151) vs XLU (17.091). UTG was incepted earlier than XLU: UTG (22 years) vs XLU (27 years). XLU (0.08) has a lower expense ratio than UTG (2.23). UTG has a higher turnover XLU (5.00) vs XLU (5.00).
UTGXLUUTG / XLU
Gain YTD28.15117.091165%
Net Assets3.48B21.1B17%
Total Expense Ratio2.230.082,788%
Turnover51.005.001,020%
Yield0.922.7034%
Fund Existence22 years27 years-
TECHNICAL ANALYSIS
Technical Analysis
UTGXLU
RSI
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
82%
Momentum
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
85%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
86%
Declines
ODDS (%)
Bearish Trend 24 days ago
78%
Bearish Trend 20 days ago
82%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
88%
Aroon
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
63%
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UTG
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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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