ETF Resumé

XLUTicker Symbol

SPDR Utilities Select Sector Fund ETFFund



  • Change 0.18 (0.4%)
  • Volume 7.63 M

4:00 PM EDT May 27, 2015
U.S. Markets are closed

  • Assets $6,294.5M
  • Expense Ratio 0.15%
  • Yield 3.44%
  • Vs 50 Day EMA %
  • Vs 200 Day EMA %

US Equity ETF

TODAY 1 DAY 5 DAY 10 DAY 1 MO 3 MO 6 MO 1 YR 2 YR 5 YR
0.4% 0.4% -0.3% 1.8% -0.3% -0.9% -0.7% 9.3% 23.2% 86.3%
Last Close Volume
11,731,975 -53.8%
Trend on Last Close
50 DAY 44.47 44.52 -0.1% 05-26-2015
200 DAY 44.47 44.48 -0.0% 05-26-2015
0.0069 0.328 0.173 0.032
Copyright © 2011 QuoteMedia.  Data delayed 15  minutes unless otherwise indicated (View delay times for all exchanges).   RT = Realtime,  DL+ = Realtime BATS,  EOD = End Of Day,  PD = Previous Day.  
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stock information
  • Customize Market Exposure with Sector ETFs

    05-14-2015 03:13 PM by Tom Lydon

    Investors can capitalize on a shifting market and changing business cycles through sector-specific exchange traded fund plays. On the recent webcast, Strategizing with Sectors, Jared Rowley, Research Strategist for State Street Global Advisors, pointed out that different secto...

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  • Getting Strategic With Sector ETFs

    05-12-2015 03:13 PM by Todd Shriber

    Advisors and investors have an expanding array of sector exchange traded funds to use to express tactical views. As advisors look ahead, they may consider using sectors in a diversified portfolio as they offer the right balance of capitalizing on potential opportunities and av...

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  • Chart Study With a big Utilities ETF

    05-12-2015 02:29 PM by Todd Shriber

    Ten-year Treasury yields are up 14.5% over the past 90 days and 17.3% over the past month, predictably creating problems for some exchange traded funds tracking rate-sensitive asset classes and sectors. Just a few months after wrapping up 2014 with a nearly 29% gain, good enou...

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  • Yes, Really: Utilities ETFs

    05-11-2015 10:30 AM by Todd Shriber

    Just a few months after wrapping up 2014 with a nearly 29% gain, good enough to make it the best of the nine sector SPDR exchange traded funds, the Utilities Select Sector SPDR (NYSEArca: XLU) is saddled with a 6% year-to-date loss. That makes XLU, the largest utilities ETF by...

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  • Bond Proxy ETFs Show Some Investors Believe Rates Will Rise

    05-07-2015 09:30 AM by Todd Shriber

    With April's jobs report due out Friday, much ado is being made of the Federal Reserve's plans to raise or not raise interest rates. For a while, market observers believed the Fed would lift rates in June. That sentiment, for many, has shifted to September. Some pros believe t...

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  • Trying to Stick With Utilities ETFs

    04-07-2015 08:20 AM by Tom Lydon

    Ten-year Treasury yields have fallen by more than 10% over the past month, but that has provided little relief to utilities stocks and exchange traded funds. Over that period, the Utilities Select Sector SPDR (NYSEArca: XLU), the largest utilities ETF, has lost 0.2%. Down 5.7%...

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  • Investors Flock to Cyclical Sector ETFs

    04-06-2015 02:00 PM by Todd Shriber

    With the conversation about a Federal Reserve interest rate increase having morphed to "when" from "if," cyclical sectors should begin to prove their mettle. Data indicate some investors are already making that bet. Exchange traded funds hauled in $36.1 billion in new assets l...

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  • A Contrarian Look at Utilities ETFs

    04-02-2015 09:30 AM by Tom Lydon

    While utilities stocks have been among the worst performers this year, the sector and related exchange traded funds could be primed for a rebound. Since the high at the end of January, the Utilities Select Sector SPDR (NYSEArca: XLU) has declined 10.2%. Following the 10% co...

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  • Rate-Sensitive Utilities ETFs Are Slowing Down

    02-19-2015 01:31 PM by Tom Lydon

    I do the "ETF of the Week" for MarketWatch every week on Chuck Jaffe's MoneyLife Show where I highlight big movers and disappointments among exchange traded funds. This week, I focused on the Utilities Select Sector SPDR (NYSEArca: XLU). The utilities sector has been pulling b...

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  • High-Beta Stock ETFs' Time to Shine

    02-12-2015 10:30 AM by Tom Lydon

    Cyclical stocks and sector-related exchange traded funds are pushing ahead while safer, low-beta areas begin to fall behind. For instance, the Technology Select Sector SPDR (NYSEArca: XLK) rose 4.4%, Industrial Select Sector SPDR (NYSEArca: XLI) increased 3.3% and Materials Se...

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  • Rate-Sensitive ETFs Get Jammed Up

    02-09-2015 02:00 PM by Todd Shriber

    Ten-year Treasury yields are still down 11% year-to-date, but since Jan. 30, those yields have surged over 15%, pinching several interest rate-sensitive asset classes and the relevant exchange traded funds in the process. Since 10-year yields started rising on Jan. 30, some ET...

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  • More Fee Cuts on State Street ETFs

    02-06-2015 12:30 PM by Todd Shriber

    State Street's (NYSE: STT) State Street Global Advisors (SSgA) unit, the third-largest U.S. issuer of exchange traded funds, delivered some good news for investors in popular sector ETFs, such as the Energy Select Sector SPDR (NYSEArca: XLE) and the Health Care Select Sector SPDR...

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  • Utilities ETFs March Forward as Markets Retreat

    01-28-2015 09:30 AM by Tom Lydon

    Shaking off disappointing earnings results on Wall Street, utilities sector stocks and related exchange traded funds were outpacing the broader markets Tuesday and may continue to strengthen on strong fundamentals. The Utilities Select Sector SPDR (NYSEArca: XLU) was up 0.6% T...

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  • Rate-Sensitive ETFs at Critical Junctures

    01-22-2015 12:30 PM by Todd Shriber

    Ten-year Treasury yields have tumbled another 13.3% to start 2015 after falling 27.3% last year. Predictably, the ongoing declines in U.S. government bond yields has continued being a boon for some beloved, rate-sensitive exchange traded funds. Entering Thursday, the iShares 2...

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  • Utilities Sector ETFs Look Expensive

    01-02-2015 10:00 AM by Tom Lydon

    Utilities stocks and related exchange traded funds look expensive as investors piled into the yield-generating asset in response to falling interest rates. The Utilities Select Sector SPDR (NYSEArca: XLU) has increased 15.3% over the past three months and rose 31.1% over 2014....

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  • Chart Says Utilities ETF Could Retreat

    01-02-2015 07:30 AM by Todd Shriber

    It almost seems trite to say that one year's leading sector is destined to be the following year's laggard, but utilities sector doubters might be apt to say that sleepy group is unlikely to repeat its impressive 2014 performance in 2015. The Utilities Select Sector SPDR (NYSE...

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  • U.S. Equity ETFs Lead 2014 Inflows

    12-31-2014 10:00 AM by Tom Lydon

    Earlier this month, the U.S. exchange traded products hit a major milestone when combined assets uner management across exchange traded funds and notes topped $2 trillion. "Through December 22nd, assets have increased 18% this year from $1.698 trillion to $2.007 trillion based...

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  • Meet This Year’s Best Utilities ETF

    12-29-2014 01:08 PM by Todd Shriber

    With the utilities sector likely to end 2014 as the S&P 500's top performing sector, it has been impossible for investors to go wrong with utilities exchange traded funds. A quick glance at both marquee and unheralded utilities ETFs turns up a group of funds that in nearly...

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  • Utilities ETF Showing Strength Relative to S&P 500

    12-19-2014 10:00 AM by Tom Lydon

    After a standout year for income-generating assets in a stubbornly low-yield environment, utilities sector exchange traded funds are beginning to breakout relative to the broader S&P 500 index. The utilities sector are the second best performing area of the S&P 500, wi...

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  • U.S. Energy Boom Energizes Utilities ETFs

    12-17-2014 09:00 AM by Tom Lydon

    The U.S. energy boom has helped lift economic activity across the board, which in turn increased demand for electricity, energizing utilities sector stocks and related exchange traded funds. Year-to-date, the Utilities Select Sector SPDR (NYSEArca: XLU) has increased 23.0%, Va...

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  • Sector ETFs: Monitor Your Stock Exposure

    12-16-2014 10:00 AM by Tom Lydon

    When overweighting a specific sector, exchange traded fund investors should monitor their underlying holdings or risk becoming overexposed to a single company stock. Most ETFs try to reflect the performance of an underlying index, and many benchmarks are market capitalization-...

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  • Why Active Funds Are Underperforming Index ETFs

    11-18-2014 11:00 AM by Tom Lydon

    Passive index-based exchange traded funds have been outpeperforming active stock pickers as actively managed mutual funds' failed to focus on strong tech names. According to S&P Capital IQ Fund Research, 80% of running large-cap mutual funds have underperformed the S&P...

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  • Epic Fail: Passive S&P 500 ETFs Crushing Actively Managed ETFs

    11-04-2014 09:30 AM by Tom Lydon

    With Monday's modest gain, the SPDR S&P 500 ETF (NYSEArca: SPY), the world's largest exchange traded fund, is up almost 9.3% year-to-date after touching a record high earlier in November's first trading session. That is a solid, though not jaw-dropping performance, but one...

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  • Investors Should Temper Their Utilities Sector ETF Expectations

    11-04-2014 08:20 AM by Tom Lydon

    With utilities stock valuations creeping higher toward their upper range, the utility sector and related exchange traded fund could begin to dim, according to some technical analysts. Specifically, looking at the five-year chart, the Utilities Select Sector SPDR (NYSEArca: XLU...

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  • Not Exactly an Awe-Inspiring Rally for Some ETFs

    10-21-2014 12:57 PM by Todd Shriber

    The S&P 500 is up almost 1.6% Tuesday and is heading for its fourth straight day of gains following a rocky end to September and a volatile start to October. Even with this "rally," a word that should be loosely in this instance, many marquee sector exchange traded funds r...

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  • Solar, Utilities ETFs in a Power Grab

    10-10-2014 02:58 PM by Tom Lydon

    Solar sector stocks and related exchange traded funds have a lot of room to expand as the nascent industry's competitive costs help cut out a greater share of the electric grid. The residential solar market is experiencing a quick build up as homeowners increase photovoltaic s...

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  • Reliable Utilities Sector ETF Leads in Market Sell-Off

    10-09-2014 02:30 PM by Tom Lydon

    In the current equities tumult, defensive utilities sector exchange traded funds have been outperforming the broader market. Since the S&P 500 index's September 18 high, the Utilities Select Sector SPDR (NYSEArca: XLU) has increased 1.2%. Meanwhile, the S&P 500 has dec...

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  • Energy, Material ETFs Could Lead This Earnings Season

    10-09-2014 08:00 AM by Tom Lydon

    With the investors eagerly waiting on third quarter company data, energy and materials exchange traded fund laggards may turn around as the markets anticipate the two sectors to lead this earnings season. Estimize believes that U.S. earnings growth will continue into Q3 and ca...

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  • Utility Sector ETFs to Hedge Market Risks

    09-30-2014 08:00 AM by Tom Lydon

    As the equities markets weaken, investors should utilize utilities sector exchange traded funds to cushion dips in the broader stocks. For instance, the Utilities Select Sector SPDR (NYSEArca: XLU) was up 0.7% Monday as the S&P 500 Index dipped 0.3%. Year-to-date, XLU has ...

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  • State Street Pushing for More Sector, Industry ETF Dominance

    09-22-2014 10:00 AM by Todd Shriber

    Although there has been ample talk of the tussle between State Street's (NYSE: STT) State Street Global Advisors unit and Vanguard to be the second-largest U.S. ETF sponsor, a spot for now retained by SSgA, proper treatment of that battle cannot ignore some advantages held by SSg...

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  • Some Sector ETFs Say Rates Could Rise

    09-22-2014 09:00 AM by Tom Lydon

    The Federal Reserve appears insistent that short-term interest rates will remain near zero for a "considerable time." Evidence suggests plenty of traders and investors either see things differently or just do not believe the Fed's rhetoric. As was reported last week, the SPDR ...

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  • Winning: Sector ETFs for Rising Rates

    09-10-2014 10:30 AM by Todd Shriber

    With 10-year Treasury yields down 16% this year, the specter of higher interest rates may not be on every investor's mind, but failure to prepare is preparing to fail. That said, investors can prepare for rising rates right by, at the very least, studying which sectors prove d...

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  • Investors Go On The Defensive With Utilities ETFs

    09-08-2014 08:00 AM by Tom Lydon

    Utilities sector exchange traded funds were powering up Friday as investors turned defensive in response to lower-than-anticipated jobs growth over August. The Utilities Select Sector SPDR (NYSEArca: XLU), Vanguard Utilities ETF (NYSEArca: VPU) and iShares U.S. Utilities ETF (...

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  • Bond ETFs Lead August Flows, Says SSgA

    09-04-2014 02:50 PM by Tom Lydon

    U.S.-listed exchange traded funds added $14.8 billion in new assets last month, but despite August being the best month for U.S. stocks since February, fixed income ETFs led in terms of monthly inflows. Fixed income ETFs added $8.36 billion in new assets last month compared to...

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  • The Best Sector ETFs for September

    09-02-2014 10:00 AM by Todd Shriber

    With each turn of the calendar comes the opportunity for investors to exploit different seasonal trends, task made easier with exchange traded funds. Of course, seasonal trends are most efficacious when supported by positive price action and other key indicators. With that in ...

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  • 3 Yield-Generating, Utilities ETFs for Volatile Times

    08-15-2014 08:20 AM by Tom Lydon

    Utilities sector exchange traded funds provide stability, along with some extra cash, in times of market duress when high-flying-beta stocks experience wild swings. The utilities sector has been outperforming the broader equities market so far this year. Year-to-date, the Util...

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  • Charts Show Ugliness Ahead for Utilities ETFs

    08-05-2014 08:00 AM by Todd Shriber

    There are a variety of factors currently at play that should be making the utilities sector and the relevant exchange traded funds appealing to investors. Geopolitical tensions are high, U.S. stocks weakened in July and plenty of market observers believe the blush has come off...

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  • Conservative Plays Top August’s Best Sector ETF Ideas

    08-01-2014 10:30 AM by Todd Shriber

    With Thursday's 2% tumble, the S&P 500 finished July with a loss of almost 2.2%. That could be enough to prompt investors to consider conservative sectors and the relevant exchange funds until U.S. stocks show the July swoon was no more than a mere bump on the road to more...

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  • Sudden Weakness for Beloved Sector ETFs

    07-30-2014 02:20 PM by Todd Shriber

    Energy and utilities stocks combine for just 13.75% of the S&P 500's weight. That is less than the benchmark U.S. index allocates to technology and financial services and barely more than the weight devoted to health care. However, energy and utilities have been the best-p...

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  • Sector ETFs Swell in Size as Investors Get Tactical

    07-29-2014 01:43 PM by Todd Shriber

    Broad market exchange traded funds, such as the SPDR S&P 500 ETF (NYSEArca: SPY) and the Vanguard Total Stock Market ETF (NYSEArca: VTI), are good for just that: Broad market exposure. However, inflows to sector and industry ETFs suggest advisors and investors are increasi...

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  • Utilities ETFs Pricey, but may Survive Rising Rates

    07-11-2014 12:48 PM by Todd Shriber

    After lagging the broader market last year due to a spike in 10-year Treasury yields, utilities stocks and exchange traded funds have reversed course, establishing leadership roles in 2014. This year, utilities are the best-performing sector in the S&P 500, helping the Uti...

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  • Where ETF Cash Flowed in the First Half

    07-08-2014 09:30 AM by Todd Shriber

    Helped by a strong showing in June, inflows to U.S. exchange traded funds totaled $74 billion in the first half of this year with a third, or $26 billion, of that total coming in last month. Combined assets under management at U.S.-listed exchange traded products, including ET...

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  • Sector ETFs to Watch as Hedge Funds Increase Shorts

    06-25-2014 02:41 PM by Max Chen

    Pessimists are coming out of the woodwork and raising their short bets as the markets reach new highs. Exchange traded fund investors will have to keep an eye on sector plays where Wall Street is most bearish. Short interest, the average percent of shares out on loan in the S&...

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  • Defensive, Dividend-Paying Utilities Sector ETFs Remain Hot

    06-20-2014 08:15 AM by Tom Lydon

    Already this year's top-performing sector in the S&P 500, the utilities group continues to gain strength. Utility ETFs were the best performing sector Thursday, with the Utilities Select Sector SPDR (NYSEArca: XLU), iShares U.S. Utilities ETF (NYSEArca: IDU) and Vanguard U...

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  • Low-Volatility ETFs: Slow and Steady Winning the Race

    06-11-2014 08:15 AM by Tom Lydon

    The equities markets are in rally mode, breaking new highs, but exchange traded funds tracking boring stocks that exhibit lower volatility have been outpacing the broader market. Specifically, the utilities are the best performers this year, rising 14.5% on a total return basi...

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  • Where Q1 Earnings Growth Was and Wasn’t Among Sector ETFs

    06-04-2014 12:25 PM by Todd Shriber

    With first-quarter earnings season all but complete, it is accurate to say some sectors and the corresponding exchange traded funds saw far better earnings growth than others. That is to say, overall first-quarter earnings growth was tepid. "Despite a 4.6 percentage point impr...

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  • Brightening Solar Sector Dulls Utilities ETF Outlook

    06-02-2014 03:35 PM by Tom Lydon

    The sustainable, alternative energy sector is experiencing a growth spurt as the world tries to go green in response to rising pollution levels. However, the shift to clean energy could threaten utility stocks and exchange traded funds. Since 2004, renewable energy sources hav...

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  • Most Searched ETFs: Sector Surprises

    05-31-2014 08:30 AM by Todd Shriber

    Perhaps it is not surprising that during a week when the S&P 500 climbed to a record high, investors hunted for specific pockets of strength. That much was seen in the most searched exchange traded funds on ETF Trends this week. For the first time in many weeks, this week'...

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  • Conservative Sector ETF Ideas for June

    05-30-2014 11:30 AM by Todd Shriber

    With June almost here, it is worth noting that U.S. stocks are coming off a surprisingly good showing in May. Surprising because May starts the worst six-month period in which to own stocks, but despite all the talk, "sell in May and go away" was not a pervasive theme this yea...

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  • Tom Lydon on Discusses Energy, Utilities ETFs on BNN

    05-23-2014 02:35 PM by ETF Trends

    ETF Trends editor and founder Tom Lydon recently joined BNN to discuss the advantages of exchange traded funds and the exponential growth of the ETF industry. Lydon also highlighted several strategies that investors can apply in the coming months, including natural gas for commod...

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  • The Suspicious Decline of Utilities ETFs

    05-21-2014 09:00 AM by Todd Shriber

    It is still the top performer of the nine sector SPDR exchange traded funds this year with a 12% gain, but the Utilities Select Sector SPDR (NYSEArca: XLU) has fallen on hard times this month. The same goes for rival utilities ETFs, though the declines for these once high-flyi...

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  • Tom Talks Energy, Utilities ETFs on Yahoo Finance

    05-06-2014 07:30 AM by ETF Trends

    Tom Lydon joins Jeff Macke of Yahoo Finance's Breakout to discuss summertime sector ETF ideas, including the Energy Select Sector SPDR (NYSEArca: XLE) and the Utilities Select Sector SPDR (NYSEArca: XLU)....

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  • A Closer Look at the Guggenheim Utilities ETF

    05-05-2014 02:44 PM by Max Chen

    Exchange traded funds that track utilities stocks have been among the best performing sector plays this year, but when looking through utilities ETF gains, investors might have noticed some slight differences. For instance, the Guggenheim S&P Equal Weight Utilities ETF (NY...

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  • This Week’s Most Searched ETFs: Boring is Beautiful

    05-03-2014 08:00 AM by Todd Shriber

    It was a tepid end to April and start to May this week as the S&P 500 and Dow Jones Industrial Average eked out modestly weekly gains. The Nasdaq Composite was the leader of the trio with a gain of almost 1%. While the evidence is anecdotal and represents just one week of ...

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  • S&P 500 Sector Weights Dispel Bubble Notions

    05-02-2014 01:47 PM by Todd Shriber

    The recent repudiation of some Internet and social media stocks has spurred speculation that the U.S. equity markets are on the cusp of a second technology bubble bursting this century. Sector weights for some marquee broad market exchange traded funds, including the SPDR S&am...

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  • High-Flying Utilities ETFs for the Dog Days of Summer

    04-30-2014 10:00 AM by Tom Lydon

    With the start of May arriving Thursday, so will chatter about selling in May and going away. Although that old adage has proven efficacious more often than not, it does not mean investors have dump all of their equity positions in favor of cash and bonds. Investors looking to...

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  • Some ETF Ideas for the Exelon/Pepco Takeover

    04-30-2014 01:31 AM by Tom Lydon

    The utilities sector, already the top performer in the S&P 500 this year by a wide margin, could get another boost when U.S. markets open Wednesday thanks to some mergers and acquisitions news. On Tuesday night, Bloomberg reported that Exelon (NYSE: EXC), the largest U.S. ...

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  • Yield-Generating Utilities ETFs Shine in a Murky Market

    04-15-2014 04:31 PM by Tom Lydon

    While momentum stocks have been seemingly locked in a race to the bottom, utilities sector exchange traded funds have been steadily strengthening, with one Guggenheim offering breaking out to an all-time high Tuesday. The Guggenheim S&P Equal Weight Utilities ETF (NYSEArca...

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  • Signs of the Times: New Highs for These ETFs Say a Lot

    04-10-2014 01:00 PM by Todd Shriber

    Forgive the generalization, but it is not a stretch to say that many investors with Internet access, a television and those not living in caves are by now well aware of the startling retrenchment in momentum stocks. The most egregious offenders in the momentum repudiation trad...

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  • Not Just Sector Funds: Other ETFs Benefit From Utilities Leadership

    04-07-2014 10:00 AM by Todd Shriber

    Declining 10-year Treasury yields and the significant retrenchment in momentum stocks have been boons for the utilities sector this year. The Utilities Select Sector SPDR (NYSEArca: XLU) is by far the best performer of the nine sector SPDR ETFs. Up 11.8% year-to-date, XLU is c...

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  • Cold Outside Means Warmth for Utilities ETFs

    03-26-2014 04:07 PM by Max Chen

    Rising utility bills during the coldest winter weather in 32 years, along with coal and nuclear plant closures, are bolstering utilities sector exchange traded funds. The Utilities Select Sector SPDR (NYSEArca: XLU) has increased 8.3% year-to-date, outperforming all other SPDR...

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  • Utilities ETFs Make Their Presence Felt

    03-17-2014 10:00 AM by Todd Shriber

    Utilities exchange traded funds may not be as exciting as equivalent financial services, energy and technology funds (just to name a few), but in a sign that some investors are again embracing lower beta fare, utilities ETFs have noticeably strong through the first two and a half...

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  • ETF Underdogs Rise Again

    03-04-2014 12:03 PM by Todd Shriber

    Despite a strong showing in February for U.S. stocks, year-to-date inflows for equity-based exchange traded funds are unimpressive to say the least. Last year was a memorable one for inflows to exchange traded products . Inflows reached a record $247.3 billion, marking the sec...

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  • Utilities ETFs Turning the Lights Back On

    02-26-2014 09:00 AM by Todd Shriber

    Last year brought a brutal confluence of factors to utilities stocks and the relevant exchange traded funds. At the sector ETF level, investors favored cyclical fare as evidenced by the fact that the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) and the Industrial ...

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  • State Street's Stealthy Slash of Sector ETF Fees

    02-11-2014 02:38 PM by Todd Shriber

    In what may qualify as the quietest exchange traded funds fee reduction in recent memory, State Street's (NYSE: STT) State Street Global Advisors (SSgA) unit lowered the expense ratios on its nine sector SPDR ETFs to 0.16% per year from 0.18%. SSgA, the second-largest U.S. ETF...

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  • Bond, Utilities Bounce Buoys Some Dividend ETFs

    02-03-2014 09:00 AM by Todd Shriber

    Ten-year Treasury yields dipped 10.6% last month while utilities was the best performing sector in the S&P 500, but the good news from that scenario was not confined to the iShares Core Total U.S. Bond Market ETF (NYSEArca: AGG), the Vanguard Total Bond Market ETF (NYSEArca: ...

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  • Beware Dividend Cuts in Utility ETFs

    01-24-2014 09:30 AM by Todd Shriber

    Earlier this week, FirstEnergy (NYSE: FE), an Ohio-based utility, slashed its quarterly dividend to 36 cents per share from 55 cents. It was the first dividend cut for the company and it did not go unnoticed by the financial press. FirstEnegy's dividend reduction should not go...

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  • BlackRock: Utilities Look Less Scary

    01-23-2014 06:00 AM by Russ Koesterich -- BlackRock Chief Investment Strategist

    If you follow my investment views, you know that for the past two years, the utilities sector has been one of my least favorite areas of the market. During that time, the sector has lagged the performance of the broader market by approximately 18%, thanks primarily to the sec...

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  • Sector ETFs to Consider as Earnings Season Looms

    01-08-2014 06:30 AM by Todd Shriber

    Fourth-quarter earnings season kicks-off Thursday when former Dow component Alcoa (NYSE: AA) delivers results after the close of U.S. markets. While the fourth-quarter reports and guidance offered by companies have the potential to be exciting, investors may not want to hold t...

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  • Tech Sector P/E Creeps Higher

    12-26-2013 02:54 PM by Tom Lydon

    The technology sector has had its share of star performances this year.  Shares of Dow component Microsoft (NasdaqGM: MSFT) are up 35.3% while Internet search giant Google (NasdaqGM : GOOG) has surged 54%. Still, the Technology Select Sector SPDR (NYSEArca: XLK) and comparable...

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  • Low Expectations for Utilities ETFs

    12-20-2013 08:15 AM by Tom Lydon

    As a defensive sector depended on for dividends and perceived value over growth and alpha, utilities is not the place for adrenaline seekers. With tapering of the Federal Reserve's bond-buying program confirmed and interest rates expected to climb again next year, utilities ex...

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  • Meet 2013’s Best Utility ETF

    12-18-2013 09:30 AM by Tom Lydon

    In a year that has favored increased risk appetite and one that has seen the S&P 500 gain over 27%, it is not surprising that the stodgy utilities sector. Combine an overt bull market with the spike in Treasury yields, induced by talk of the Federal Reserve trimming its as...

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  • Fed Forces Correlations Higher

    12-10-2013 02:05 PM by Todd Shriber

    One knock, as overused and inaccurate as it may be, on exchange traded funds is that these instruments have led to increased equity market correlations. Some market observers point to falling correlations as signs of a health market rally and the long-term sector correlation a...

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  • Safe and Sleepy ETF Ideas for 2014

    12-09-2013 01:34 PM by Tom Lydon

    Although U.S. stocks continue to climb higher, aided in part by some high-flying growth stocks, investors have displayed a preference for more conservative, value-oriented fare over the past several years. Over the past five years, investors have poured "more than $16 billion ...

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  • With December Here, Embrace These Cyclical ETFs

    12-02-2013 08:15 AM by Tom Lydon

    U.S. stocks performed well in November, ensuring the eleventh month of the year lived up to its billing as the start of the best six-month cycle in which to be long equities. With December here, several important seasonal trends could come into play. At the sector level, the o...

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  • Investors Glossing Over Growth ETFs...Sort Of

    11-25-2013 07:00 AM by Tom Lydon

    Although the S&P 500 has nearly tripled off the March 2009 lows, data indicate investors have displayed a distinct preference for value-oriented exchange traded funds over the growth equivalents. That despite the fact that growth stocks, some sporting rich valuations, have be...

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  • Sector ETF Investing: A Long-Term Perspective

    11-17-2013 07:00 AM by Todd Shriber

    This is how strong U.S. stocks have been this year: The worst performer among the nine sector SPDR ETFs is the Utilities Select Sector SPDR (NYSEArca: XLU) with a year-to-date gain of 14.4%. That is not surprising as XLU is not only the highest-yielding SPDR, but also the one ...

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  • Rising ETF Correlations Could be a Negative for Rally’s Integrity

    11-12-2013 11:50 AM by Todd Shriber

    From the outside, a rally is a rally and upside is to be enjoyed by all but those that insist on going against the trend. However, a deeper look should turn up a rally based on falling sector correlations and that is not the current state of affairs with U.S. equities. "The av...

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  • ETFs Show Dubious Cyclical Rotation

    11-10-2013 07:00 AM by Todd Shriber

    For several months, there has been increased talk of a cyclical rotation and even some evidence to suggest the scenario was playing out. Fast-forward to November, and the cyclical rotation theme should be entering its sweet spot. After all, November is the start of the best si...

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  • Slideshow Comparison of Major Sector ETFs

    10-25-2013 03:14 PM by Tom Lydon

    One of the biggest news items in the exchange trade products business this week was the debut of 10 sector ETFs from financial services giant Fidelity. And part of the big story there is that Fidelity is now the low-cost leader when it comes to sector ETFs. Not only can Fideli...

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  • Playing Defense Isn’t Cheap

    10-24-2013 08:00 AM by Tom Lydon

    The SPDR S&P 500 (NYSEArca: SPY) has advanced 57.3% over the past three years, but bets on select defensive sector ETFs have paid off even more handsomely. For example, the Consumer Staples Select Sector SPDR (NYSEArca: XLP) has outperformed SPY by 200 basis over the past ...

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  • ETF Chart of the Day: Turning the Lights On

    10-23-2013 12:31 PM by Paul Weisbruch, Street One Financial

    Utilities based stocks have seen a jolt of activity in the past 48 hours with benchmark ETF XLU (SPDR Utilities Select Sector, Expense Ratio 0.18%) seeing a significant jump in trading volume amid upside call buying in the name. This morning XLU is trading at its highest level...

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  • Some Dividend ETFs Starting to Look Pricey

    10-22-2013 07:00 AM by Todd Shriber

    At the sector level, consumer staples, telecom and utilities are among income investors' favorite destinations. Far from being growth names, stocks residing in those sectors are usually viewed as value plays and, as a result, dividend investing is often thought to be value invest...

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  • Are Utilities ETFs Saying Rates are About to Rise Again?

    10-16-2013 06:00 AM by Todd Shriber

    Yields on 10-year U.S. Treasuries are up 3.1% in the past week, but at 2.72%, those yields still have a little way to go before touching the ominous 3% level. Recent action in utilities ETFs could be a sign that U.S. yields are set to soar again, threatening an array of other ...

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  • Utility ETFs Stabilize as Rates Take a Rest

    09-27-2013 01:36 PM by Tom Lydon

    The utility sector ETFs gained ground after a dim performance over the second quarter and into the third. News that the Federal Reserve plans to continue its bond buying program helped bolster the U.S. stock market and various sectors. "The hunt for steady income led investors...

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  • Utility ETFs for Higher Dividend Yields

    08-27-2013 03:01 PM by Tom Lydon

    The utilities sector is sensitive to interest rates, so the move higher in Treasury yields has triggered volatility in related ETFs. However, utilities ETFs may still hold appeal for investors looking for dividends and some safety in a market pullback. "With the recent decline...

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  • Dividend ETFs Under Pressure as Interest Rates Rise

    08-26-2013 06:23 PM by Tom Lydon

    Investors turned to non-cyclical, defensive sector exchange traded funds with high dividend yields during uncertain market conditions, but these sectors are starting to fall behind as riskier picks outperform in the bull rally and interest rates inch higher. Telecom, utilities...

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  • Stick to Staples ETFs in August

    08-02-2013 08:00 AM by Tom Lydon

    On a historical basis, August is not the best month to be long stocks. Once upon a time, the eighth month of the year was actually the best stock market month due to the important role agriculture played in the U.S. economy. The world's largest economy has obviously evolved an...

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  • Investors Take Another Look At Stock ETFs With Above-Average Yields

    07-30-2013 03:30 PM by Gary Gordon

    Morningstar offers its paid subscribers a premium service called, "ETF Valuation Quickrank." The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being...

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  • Going Green Could Dim Utility Sector ETF Outlook

    07-19-2013 11:30 AM by Tom Lydon

    The push into solar and alternative energy will help reduce our reliance on fossil fuels, but as we go green, the energy-efficiency programs could weigh on utility sector stocks and exchange traded funds. According to Fitch Ratings analysts, alternative energy programs will cu...

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  • Interest Rates Hit Utilities Sector ETFs in Q2

    06-27-2013 05:25 PM by Tom Lydon

    Utilities exchange traded funds were the hardest hit sector play over the second quarter on rising interest rates and Federal Reserve tapering speculation. Since the start of April, the Select Sector SPDR Utilities (NYSEArca: XLU) has declined 4.0%, Vanguard Utilities ETF (NYS...

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  • Cyclical Sector ETFs Can Perform in a Rising Rate Environment

    06-12-2013 05:40 PM by Tom Lydon

    The equities market is pulling back on speculation of the eventual Fed "tapering." However, the withdrawal from quantitative easing will go hand-in-hand with an improving economy, and Schwab analysts say cyclical sectors, along with related exchange traded funds, should behave "q...

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  • Weakness in Defensive Utilities Drags on Low-Volatility ETFs

    06-06-2013 07:07 AM by Tom Lydon

    Cautious investors have been piling into low-volatility exchange traded funds to hedge against potential bumps down the road. However, low-volatility options with a heavy tilt toward defensive utilities have experienced outflows recently. The PowerShares S&P 500 Low Volati...

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  • Interest Rates Dim Utility Sector ETFs

    05-30-2013 02:30 PM by Tom Lydon

    Investors are shifting out of low-risk, defensive sectors as the stock market has shown signs of life. Focused exchange traded funds such as the Utilities Select Sector SPDR (NYSEArca: XLU), which has lost 3.7% over the past week, have experienced outflows as investors lose inter...

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  • A Utilities ETF for Attractive Yields and Defense

    04-25-2013 04:04 PM by Tom Lydon

    I do the "ETF of the Week" for MarketWatch every Thursday on Chuck Jaffe's MoneyLife Show where I highlight big movers and disappointments within the exchange traded fund market. This week, I looked at the Utilities Select Sector SPDR Fund (NYSEArca: XLU). Utility companies ma...

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  • Sector ETFs to Play Defense

    01-18-2013 08:21 AM by Tom Lydon

    The S&P 500 rose to a five-year high this week and investors continue to shovel cash into equity mutual funds. U.S. stocks are off to a great start in 2013 but some are worried overbought conditions could trigger a pullback. Investors can take a look at some sector ETFs to...

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  • Stable ETFs for Fiscal Cliff Padding

    12-21-2012 08:01 AM by Tom Lydon

    Dow futures flash crashed overnight and were down nearly 200 points Friday morning after reports House Speaker John Boehner told House Republicans to head home for Christmas after he failed to garner enough support for the fallback "Plan B" fiscal-cliff deal. Investors are gea...

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  • Why Investors are Selling Utility ETFs Before the Fiscal Cliff

    12-19-2012 12:45 PM by Tom Lydon

    After attracting a huge following among those seeking stable and robust yields in 2011, utility exchange traded funds fell flat over 2012 and continue to experience redemptions heading into the so-called fiscal cliff. So far this year, the Utilities Select Sector SPDR Fund (NY...

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  • Defensive ETFs to Shield Against the Fiscal Cliff

    12-14-2012 04:00 PM by Tom Lydon

    The economy and markets are humming along, but potential risks still loom, namely the so-called fiscal cliff. For the more pessimistic investors, it could be time to look over some defensive exchange traded fund options. While Mohamed El-Erian, chief executive officer at Pacif...

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  • A Trio of Sector ETFs Yielding Over 3%

    11-28-2012 06:15 AM by Tom Lydon

    Investors have gravitated to traditional income-producing asset classes such as dividend ETFs, high-yield bonds and preferred shares in their search for yield in a low-rate market. However, there are equity sector ETFs that are currently paying respectable dividend yields. Whe...

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  • Why Dividend ETFs Remain Popular

    10-26-2012 01:00 PM by Tom Lydon

    Income seeking investors continue to search out dividend exchange traded funds amid record payouts and rock-bottom Treasury yields. U.S. investors are staying local when it comes to hunting for yield. "Dividends continue to have a great year, with actual cash payments increasi...

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  • Utilities ETFs Can be a Market 'Tell'

    08-03-2012 08:00 AM by Tom Lydon

    Investors should keep tabs on ETFs tracking the utilities sector because they can provide important clues on overall risk appetite in the market. Utilities stocks are a traditionally defensive and stable sector that investors often favor when they're seeking safe havens to rid...

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  • How to Sift Through Dividend ETFs

    07-18-2012 06:00 AM by Tom Lydon

    Dividend focused exchange traded funds are becoming an important tool in many portfolios. There are so many funds trading that investors may find themselves perplexed when it comes down to investing in one. "If you look at the traditional income products, many of them actually...

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  • Are Utilities ETFs Overvalued on Dividend, Safety Trades?

    06-26-2012 12:03 PM by John Spence

    ETFs following the U.S. utilities industry have outperformed the market by wide margin since the beginning of April with nervous investors favoring defensive sectors and dividends. However, some analysts think investor fears over the Eurozone debt crisis are overblown and that...

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  • Three Reliable Utilities ETF Dividend Plays

    06-13-2012 07:07 AM by Tom Lydon

    During turbulent times, safe investments are the name of the game. Utilities have been a traditional defensive equity play and the sector has, again, held up quite well as the markets soured. Exchange traded funds that track utilities companies offer safe and stable returns with ...

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  • ETF Chart of the Day: Utilities

    06-12-2012 11:45 AM by Paul Weisbruch, Street One Financial

    The recent bull move in the major market equity indices that has been present during the last few sessions with the exception of yesterday's reversal to the downside, has been characterized by interesting relative outperformance in the Utilities sector. In the past one month p...

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  • Utilities ETFs Outperforming on Stability, Dividends

    06-11-2012 04:23 PM by Tom Lydon

    Utilities ETFs are outperforming the S&P 500 by a wide margin since the beginning of May on Eurozone worries and as investors move away from riskier sectors and favor defensive ETFs. For example, Utilities Select Sector SPDR (NYSEArca: XLU) is known for its low volatility....

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  • Utilities ETFs for Dividends, Stability

    05-07-2012 01:00 PM by Tom Lydon

    The utility sector is a conservative investment in times of market instability. Focused exchange traded funds also offer a dividend stream, an important feature in this low-interest-rate environment. Utilities Select Sector SPDR (NYSEArca: XLU) is one focused ETF that serves as a...

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  • Higher Earnings Could Propel Stock ETFs

    05-04-2012 07:00 AM by Tom Lydon

    With the majority of stock components revealing better-than-expected earnings results, major indices, along with the exchange traded funds that track them, could be in for a record breaking year. Of course, Europe's debt crisis is the wildcard. According to a poll of 10,000 an...

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  • Utilities ETFs Lag Market After 2011 Rally

    03-16-2012 02:28 PM by Tom Lydon

    Last year, the electric utilities sub-sector took the industry up 15.4% , compared to the S&P 500, which was flat. Despite the investor pullback in the utility sector over the first months of 2012, the case for investing in a focused exchange traded fund is still solid. "L...

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  • Defensive ETFs for a Market Pullback

    03-15-2012 09:00 AM by Tom Lydon

    The equities market and stock exchange traded funds are in the midst of a robust rebound, and the bears are growing louder in their predictions of another correction. With the major broad market indices returning to pre-financial crisis levels, it may be safer to keep some defens...

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  • Dividend Investing: 5 ETFs for Income

    02-24-2012 11:53 AM by Tom Lydon

    Many investors are venturing outside safer bonds to boost income but they need to be careful when stretching for yield with exchange traded funds, as with any investment. ETFs that specialize in dividend stocks and high-yield bonds have been very popular in a low-rate environm...

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  • Sector Rotation Favors Riskier ETFs

    02-07-2012 12:15 PM by John Spence

    Buying and selling patterns in sector exchange traded funds provide more evidence that investors are taking on more risk and chasing the stock rally in 2012. For example, investors are shying away from ETFs tracking more conservative sectors such as utilities and healthcare, a...

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  • State Street Lowers Expenses on Sector ETFs

    02-02-2012 03:37 PM by Tom Lydon

    As the exchange traded fund industry continues to expand and attract more assets, fund providers have been able to lower expenses, often undercutting the competition. State Street Global Advisors recently lowered its fees by 1 basis point on all its sector ETFs in what appears to...

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  • Worst to First: Financial, Materials ETFs Lead Market

    01-26-2012 09:16 AM by Tom Lydon

    An analysis of exchange traded fund performance so far this year reveals that investors are piling into riskier sectors and moving away from conservative, dividend-paying ETFs that were the top performers in 2011. Some experts think defensive plays like utilities and consumer ...

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  • Investors Rotate Away from Utilities ETFs

    01-24-2012 04:29 PM by John Spence

    Many of last year's top-performing exchange traded funds are the laggards so far in 2012 and utilities ETFs are a prime example of the reversal. Utilities Select Sector SPDR (XLU) was down 3.4% year to date as of Jan. 23, compared with a 4.8% gain for the S&P 500, accordin...

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  • Defensive ETFs for a Volatile Market

    01-19-2012 08:24 AM by Tom Lydon

    Market volatility scared investors into high-quality, defensive asset classes and exchange traded funds in 2011. As investors fork over a premium for the added safety, some defensive plays have become quite expensive. Last year, defensive plays like utilities, consumer staples...

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  • AdvisorShares Launches Active ETF

    01-17-2012 03:45 PM by Tom Lydon

    AdvisorShares, an exchange traded fund provider of actively managed strategies, recently launched a long/short, fund-of-funds ETF that tries to provide investors with stable and consistent returns. The AdvisorShares Rockledge SectorSam ETF (NYSEArca: SSAM) began trading last w...

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  • Utilities ETFs Fall as Investors Embrace Riskier Sectors

    01-06-2012 01:11 PM by John Spence

    Utilities exchange traded funds were the worst-performing sector this week with the "risk-on" trade out in force to start 2012. Utilities Select Sector SPDR (NYSEArca: XLU) and Vanguard Utilities (NYSEArca: VPU) were on track for losses of more than 3% this week despite the mo...

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  • Payback Time: Dividends Power Utilities ETFs in 2011

    12-27-2011 12:15 PM by John Spence

    Utilities exchange traded funds led the way among U.S. sector ETFs in 2011 as investors flocked to dividend-paying stocks and more conservative industries that tend to be less volatile than the overall market. Among S&P 500 sectors, utilities were the top-performing slice ...

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  • Utilities, Consumer and Pharma ETFs Lead 2011

    12-19-2011 07:31 AM by Tom Lydon

    Disruptions in the global economy have kept international equities suppressed, with a devastating Japanese earthquake crippling the normal supply chain between the Asia economies and escalating concerns over the Eurozone financial debt crisis. However, investors who opted to stic...

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  • Utilities ETF Challenges All-Time High

    12-06-2011 09:46 AM by John Spence

    The largest exchange traded fund indexed to the U.S. utilities sector has rallied close to its record high, and some technical analysts think the ETF has more upside heading into the end of 2011. Utilities Select Sector SPDR (NYSEArca: XLU) has risen 15.1% year to date, compar...

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  • Utilities ETFs Broadcast Improved Sentiment

    12-05-2011 03:39 PM by Michael A. Gayed CFA

    Last week I wrote that the relative underperformance of financial exchange traded funds was suggesting the U.S. stock market could have a rough December, with investors getting a lump of coal rather than a Santa Claus Rally. [Financial ETFs Not Sending Good Signals] My thinkin...

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  • Dividends, Safety Drive 2011 Sector ETF Winners

    12-05-2011 10:27 AM by Tom Lydon

    With less than a month left in 2011, the best performers in sector exchange traded funds this year track industries known for dividends and some insulation from economic cycles. They include ETFs tracking utilities, pharmaceuticals and biotechnology, and consumer staples. Util...

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  • Consumer Staples, Utilities ETFs Reward Defensive Investors

    11-08-2011 11:19 AM by John Spence

    Exchange traded funds that track consumer staples and utilities stocks are among the best sellers in ETFs this year, and their outperformance has rewarded investors who looked for safety in the defensive sectors. Utilities Select Sector SPDR (NYSEArca: XLU) and Consumer Staple...

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  • Sector ETF Performance in 2011

    11-06-2011 07:00 AM by Tom Lydon

    This year has been tough on stock exchange traded funds, especially those that track foreign markets, but Standard & Poor's believes domestic equity-based ETFs could weather the European debt storm. Of the more than 1,000 exchange traded products available, only 192 ETFs a...

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  • Utilities ETFs Outperform on Safety Trade, Dividends

    10-19-2011 01:29 PM by Tom Lydon

    Exchange traded funds that invest in the utilities sector are trouncing the S&P 500 this year as investors assign a premium to defensive stocks and dividends. Utilities Select Sector SPDR (NYSEArca: XLU) is up 12% year to date, compared with a 1% loss for the S&P 500, ...

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  • Defensive Sector ETFs, Dividend Payers Guard Against Volatility

    09-26-2011 08:59 AM by Tom Lydon

    Many investors are turning to traditional defensive sectors and dividend exchange traded funds to weather the volatility in the stock market. SPDR S&P 500 ETF (NYSEArca: SPY) fell 6.6% last week on worries Greece will default and accelerate the European debt crisis. The...

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  • ETF Flows Suggest Defensive Sector Rotation

    09-14-2011 05:09 PM by John Spence

    Recent buying patterns in exchange traded funds show investors are pulling money from stock ETFs while committing new funds to defensive areas of the market. "Defensive flows kept receiving healthy inflows during last week as investors sail choppy seas," Deutsche Bank said in ...

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  • Utilities ETFs Hot in August

    08-30-2011 02:23 PM by Michael A. Gayed CFA

    Slow and steady won the race in sector exchange traded funds this month as investors favored defensive ETFs tracking utilities stocks and dividend payers. Every now and then I like to run a screen of my list of over 1,000 exchange traded fund and notes which ranks which areas ...

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  • Lower-Risk Stock ETFs to Consider

    07-25-2011 02:17 PM by Tom Lydon

    Investors worried about choppy global economic growth and debt turmoil on both sides of Atlantic have been favoring exchange traded funds tracking traditionally defensive sectors such as healthcare, consumer staples and utilities. Standard & Poor's equity analyst Tom Grave...

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  • Utilities ETFs Hold Up as Investors Play Defense

    06-28-2011 08:25 AM by John Spence

    Exchange traded funds that invest in utilities stocks have endured the market's recent turbulence relatively well as investors have shown a preference for more defensive sectors. Utilities Select Sector SPDR Fund (NYSEArca: XLU) is up 6.4% year to date, compared with a 2.7% ga...

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  • Defensive ETF Plays

    05-31-2011 04:16 PM by Tom Lydon

    Markets tend to slow down in the summer months and conservative investors may look to put their money to work in defensive sector exchange traded funds (ETFs). Utilities, health care and consumer staples sectors tend to be good defensive plays for a slowing market due to their...

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  • FirstEnergy Earnings to Pace Utilities ETFs

    05-02-2011 03:28 PM by John Spence

    FirstEnergy (NYSE: FE) should provide a boost to utilities exchange traded funds (ETFs) on Tuesday after the company announced quarterly results and offered a long-term profit outlook that had Wall Street salivating. The company after Monday's closing bell said it expects to d...

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  • In Bull Markets, Utility ETFs Still Have Benefits

    02-19-2011 01:00 PM by Tom Lydon

    Although the stock market has come back strong, you've still got good reason to think about utility exchange traded funds (ETFs) and the benefits they can offer any portfolio. The electric utilities sector holds many dividend plays that will help cushion a growth portfolio fro...

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  • M&A Activity May Charge Up Utility ETFs

    01-31-2011 06:00 AM by Tom Lydon

    Utility companies are taking new measures to help offset the rising production costs, giving exchange traded funds (ETFs) and shares some attention. To combat rising costs, companies in the electric utilities sector have been looking toward mergers and acquisitions to keep pro...

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  • The Appeal of 'Boring' Utility ETFs

    12-19-2010 01:00 AM by Tom Lydon

    Dividend-yielding exchange traded funds (ETFs) are hugely appealing to investors in this climate of low-yields. Consider, however, the portfolio-stabilizing, dividend-yielding effect of utilities. Utilities may not be the most exciting asset class, but many stocks in this sec...

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  • Opportunity Lights Up Utility ETFs

    11-08-2010 01:00 AM by Tom Lydon

    Utility exchange traded funds (ETFs) are known for offering dividends and stability in times of trouble. They're also becoming known for some solid performance, too. According to analysts, there are some opportunities left in the utility sector. This is a sector that is known ...

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  • 4 Utility ETFs for the New Smart Grid

    09-27-2010 11:00 AM by Tom Lydon

    America's infrastructure is aging if not outdated, but Capitol Hill has allocated some stimulus money into updating our country's infrastructure, including the new and improved "smart grid." The cash injection should help revitalize the energy infrastructure sector, along with re...

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  • Utility ETFs: Growth and Income, All In One

    08-09-2010 12:00 PM by Tom Lydon

    Utility exchange traded funds (ETFs) nearly always look appealing for one reason or another. These days, they're attracting investors who are looking for both a defensive stance and some income. We're in uncertain times - the economic recovery is progressing very slowly and yi...

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  • Utility ETFs for Growing Energy Demands

    07-29-2010 11:00 AM by Tom Lydon

    No matter what you do in today's world, you are using the goods and services provided by your local utility provider. As the country grows, greater demand for energy will likely provide a great opportunity for growth in utility exchange traded funds (ETFs), too. Powered by coa...

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  • Why Yield-Hungry Investors Are Turning to Utility ETFs

    07-15-2010 02:00 PM by Tom Lydon

    The yield on 10-year Treasuries dropped back below 3% today, and when rates eventually rise, investors will start to loss some of their principal. This unappealing aspect of the markets has some investors looking at utility stocks and related exchange traded funds (ETFs) for high...

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  • The Appeal of Utility ETFs in Troubled Markets

    07-03-2010 01:00 AM by Tom Lydon

    One sector that may not be getting much attention these days is the utility sector. But in times of economic turmoil, the utility sector  typically does better than most. But is that playing out in the sector's exchange traded funds (ETFs)? According to Kevin Grewal of the Str...

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  • 5 ETFs to Watch Amid Rising Industrial Output

    06-16-2010 01:00 PM by Tom Lydon

    Factories are ramping up production, and it shows in May's industrial production numbers. Here are five exchange traded funds (ETFs) to keep an eye on as these numbers improve - or falter - in the coming months. Industrial production rose 1.2% last month, but that number alone...

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  • The Appeal of Utility ETFs - Especially Now

    06-04-2010 01:00 AM by Tom Lydon

    In this day and age of market volatility, paltry yields and a general feeling of instability, you might begin to see the appeal of utility-focused exchange traded funds (ETFs). Utility ETFs hold portfolios of regulated utility companies with guaranteed profit margins, and they...

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  • 5 ETFs Where Income Can Be Found

    05-28-2010 12:00 PM by Tom Lydon

    Continued market volatility has sent investors toward the safe haven of U.S. debt. But that appeal comes at a cost - higher prices for that debt and lower yields. If you're looking for yield now, you may have to look beyond Treasury exchange traded funds (ETFs). U.S. Treasury...

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  • Commercial Real Estate ETFs: Boom or Bust?

    04-10-2010 01:00 AM by Tom Lydon

    Real estate exchange traded funds (ETFs) have been on a tear lately, with two funds pocketing 100% year over year. What investors need to know is whether the rally in real estate ETFs still has some steam. Gary Gordon of ETF Expert doesn't think so. He expects REIT ETFs "to ta...

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  • Domestic ETFs: The Outlook in 2010

    01-26-2010 03:00 PM by Tom Lydon

    Domestic equity exchange traded funds (ETFs) have been off to a lackluster start so far this year, but we're only a few weeks into 2010. What's the outlook for the other 49 weeks to come? This year looks like a good year for more merger & acquisition transactions and corpo...

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  • Why Utility ETFs May Be An Elixir for Ailing Portfolios

    01-12-2010 01:00 AM by Tom Lydon

    While utility exchange traded funds (ETFs) didn't exactly light the markets on fire last year, they still have serious appeal in the form of high dividend yields. In 2009, utility ETFs were the weakest performers among the 21 U.S.-stock categories that Morningstar tracks, say...

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  • Utility ETFs Making A Swift Comeback

    12-28-2009 01:00 AM by Tom Lydon

    Defensive sector exchange traded funds (ETFs) are surging in the marketplace. The once-languid utility sector has been shoving and pushing aside other major sectors, and it now stands on top. At least for now. Preliminary figures show that the Dow Jones U.S. Utilities Index is...

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  • 6 Defensive ETF Plays You Can Use Now

    12-17-2009 01:00 PM by Tom Lydon

    The markets and exchange traded funds (ETFs) have been pushing upward, and defensive sectors been leading the pack. Let's take a look at the types of defensive plays offered in the world of ETFs. Defensive sectors have led the market over the last few weeks, remarks Gary Gordo...

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  • 10 ETFs to Play Obama's New Energy Plan

    10-27-2009 12:00 PM by Tom Lydon

    President Barack Obama unveiled an initiative to help fund the largest energy grid modernization in United States history. The investment could have a wide-ranging impact on exchange traded funds (ETFs). The Obama Administration has announced that it's investing $3.4 billion...

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  • Utility ETFs: A Proxy to Play Energy?

    10-19-2009 01:00 AM by Tom Lydon

    Not all exchange traded funds (ETFs) are right for every investor. If you can't find an ETF that matches your needs or risk tolerance, though, it's possible to find alternative ways to get the exposure you're seeking. Often, investors who want to play energy would simply look...

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  • What Rules Changes Could Mean for Utility ETFs

    09-21-2009 01:00 AM by Tom Lydon

    The smog controls put in place by the Bush Administration may not be satisfactory enough for the Obama Administration, as  many state groups and environmental groups are criticizing existing standards. Any changes could impact utility exchange traded funds (ETFs). The Environm...

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  • Why Utility ETFs Have Dimmed

    08-10-2009 03:00 PM by Tom Lydon

    The cost-cutting climate we're living in has had a negative impact on utility exchange traded funds (ETFs). Companies that have announced earnings aren't terribly optimistic about the near future, either. The few utility companies that managed to beat expectations did so by c...

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  • Where ETFs Stand After Obama's First 100 Days

    04-29-2009 06:00 AM by Tom Lydon

    Now that President Barack Obama and his new administration are at the milestone 100-day mark, it's also time to tally up the administration's impact on exchange traded funds (ETFs). After 100 days of new leadership, it's time to evaluate the new administration's progress. In r...

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  • Why Utility Companies Aren't Turned On By Cap-and-Trade

    04-27-2009 03:09 PM by Tom Lydon

    Cap-and-trade systems sound great in concept, however, American power producers are weary of the expenses involved, and will U.S. markets and exchange traded funds(ETFs) be supported by such a system? House lawmakers are busy scrutinizing a bill aimed at climate change and gl...

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  • What Obama's Power Grid Plan Means for Utility ETFs

    04-18-2009 01:00 PM by Tom Lydon

    Electric utilities are left vulnerable to computer-based attacks from foreign countries and hackers, a government-authorized regulatory group recently reports; will this leave related investments and exchange traded funds (ETFs) unprotected as well? President Barack Obama has...

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  • 3 ETF Sectors That Are Earnings Season Winners

    02-23-2009 01:00 AM by Tom Lydon

    If you were remotely tuned into the events of our economy, you may have noticed that the fourth quarter was not our heyday. But there were sectors in the S&P 500 with corresponding exchange traded funds (ETFs) that managed to demonstrate might. The unofficial fourth quarte...

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  • Tom Lydon Appears on CNBC to Discuss Today's Market Spike

    02-06-2009 01:01 PM by Tom Lydon

    On CNBC's "The Call" this morning, anchors Melissa Francis and Larry Kudlow, former Labor Secretary Robert Reich, Rick Dillon of Diamond Hill Investments, and I discussed the reasons behind today's market jump. Is it investor optimism on an impending stimulus plan, or is it that ...

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  • Tom Lydon Talks Gold, Biotech and Utilities ETFs on CNBC

    02-06-2009 10:06 AM by Tom Lydon

    On CNBC's "The Call" this morning, anchors Melissa Francis and Larry Kudlow, former Labor Secretary Robert Reich, Rick Dillon of Diamond Hill Investments, and I discussed the reasons behind today's market jump. Is it investor optimism on an impending stimulus plan, or is it that ...

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  • Why Utility ETFs Could Benefit the Stability-Seeking Investor

    02-03-2009 03:00 PM by Tom Lydon

    With massive layoffs being announced, businesses closing at alarming rates, all-mighty banks failing, consumer spending at lows and an overall ambiguous outlook on the economy, investors are seeking exchange traded funds (ETFs) that track those older and more stable sectors - suc...

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  • 7 Ways You Can Use ETFs

    01-13-2009 01:00 PM by Tom Lydon

    How can you use exchange traded funds(ETFs)? When you get ready for a market turnaround, here are some ways to prepare when there's a rebound and you're in cash. 1. Use them for diversification. You don't have to choose one stock. Google (GOOG) or Yahoo (YHOO)? Instead of choo...

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  • Utility ETFs May Get Jolt From Fees

    11-26-2008 02:00 PM by Tom Lydon

    A host of new utilities surcharges may have a more altruistic bent while benefiting related exchange traded funds (ETFs). Three of California's largest utility companies are proposing a change in surcharge to be directed away from business customers and be given to residential...

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  • Utilities ETF Is Sending Signals

    11-03-2008 03:00 PM by Tom Lydon

    It's been tough going for stock exchange traded funds (ETFs) lately Among other things, fear and greed tend to influence the markets more than anything and right now nobody knows if the "Big Money" is done selling into market strength, says Gary Gordon for ETF Expert. But we'r...

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  • Hurricane Ike Disrupts Utilities ETFs

    09-16-2008 07:00 AM by Tom Lydon

    Hurricane Ike didn't just ravage southern Texas - utilities exchange traded funds (ETFs) are feeling the pain this morning, too. The storm this weekend caused a wide disruption in power and tore through homes, streets and public infrastructures, reports the Associated Press. ...

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  • ETFs Full of Hot Air If Our Power Grid Doesn't Get An Upgrade

    09-03-2008 02:00 PM by Tom Lydon

    When it comes to making advances in alternative energy and giving some life to those exchange traded funds (ETFs), we could be ahead of our time. About 100 years too far. Our nation's aging power grid seems ill-equipped to handle our renewable-energy dreams. While new ways to ...

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  • Utility ETFs Could Get a Jolt If Positive Earnings Continue

    08-06-2008 11:30 AM by Tom Lydon

    Duke Energy Corp. (DUK) reported profits that have the potential to light up utilities exchange traded funds (ETFs). Second-quarter profits rose 20% after the price in electricity has gone up, in the Southeast and Midwestern United States. Jim Polson for Bloomberg reports that...

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  • As Power Industry Gets Facelift, Perhaps Utility ETFs Might As Well

    07-10-2008 03:00 PM by Tom Lydon

    The United States has an aging power grid, and efforts to bring it into modern times could benefit utility exchange traded funds (ETFs). The target is for electric power providers to spend $17 billion on upgrades by 2010, reports Steve Gelsi for MarketWatch. The alternative, if ...

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Number of Holdings: 31

Utilities 100%
Integrated Utilities 59.9%
Utility Networks 38.1%
Power Generation 2%
United States 99.9%
Unknown 0.1%
Large-cap 89.6%
Mid-cap 10.3%
Unknown 0.1%

Number of Holdings: 31





Market Cap


8.9% DUK Duke Energy Corp Utility 55154480000 United States
8.2% NEE NextEra Energy Inc Utilities 45247330000 United States
7.6% D Dominion Resources I... Utility 42186580000 United States
7.1% SO Southern Co/The Utility 40741230000 United States
5.3% EXC Exelon Corp Utility 29385630000 United States
4.9% AEP American Electric Po... Utility 27941390000 United States
4.6% PCG PG&E Corp Utility 25673790000 United States
4.5% SRE Sempra Energy Utilities 26415800000 United States
4.2% PPL PPL Corp Utility 22814560000 United States
4.0% PEG Public Service Enter... Utilities 21246940000 United States

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