NYSE · US Equities - Industry Sector · USA
The companies inside XLU trade 7% below what we estimate they are worth. We could give a verdict on 100% of the fund's weight: 36 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 21% in companies in the buy zone, 26% about fairly valued, 52% overvalued, 0% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.08% a year: on $10,000 held flat that is $80 over 10 years and $160 over 20.