Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
EWY vs XLU: how they differ
EWY and XLU hold 0% of their weight in the same names, and EWY returned more over the year.
iShares MSCI South Korea ETF and State Street(R) Utilities Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, EWY and XLU hold 0% of their money in the same securities at the same weight.
| Only in EWY | Only in XLU |
|---|---|
| SK HYNIX 24.02% | NEXTERA ENERGY INC 13.01% |
| SAMSUNG ELECTRONICS LTD 22.13% | SOUTHERN CO/THE 7.49% |
| SK SQUARE 3.01% | DUKE ENERGY CORP 7.04% |
| KRW CASH 2.49% | CONSTELLATION ENERGY 6.92% |
| SAMSUNG ELECTRO MECHANICS LTD 2.46% | AMERICAN ELECTRIC POWER 5.08% |
| KB FINANCIAL GROUP 1.92% | DOMINION ENERGY INC 4.33% |
| HYUNDAI MOTOR 1.60% | SEMPRA 4.16% |
| SHINHAN FINANCIAL GROUP 1.57% | ENTERGY CORP 3.66% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.
| EWY iShares MSCI South Korea ETF | XLU State Street(R) Utilities Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | MSCI South Korea | Utilities |
| Total return, 1 year | +147.9% | +2.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +130.4 pts | −15.1 pts |
| Expense ratio | 0.59% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 80 | 32 |
EWY in plain words
EWY is an index equity fund tracking the MSCI South Korea. Over the year to Sep 11, 2026 it returned +147.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.59% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 80 positions, with the top ten at 61.9%. It sat 13.9% below its high of Jun 18, 2026 on Sep 11, 2026.
XLU in plain words
XLU is an index equity fund tracking the Utilities. Over the year to Sep 11, 2026 it returned +2.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 58.8%. It sat 10.0% below its high of Feb 27, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, EWY or XLU?
- In the year to Sep 13, 2026, with distributions reinvested, EWY returned +147.9% and XLU returned +2.4%, so EWY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, EWY or XLU?
- EWY charges 0.59% a year and XLU charges 0.08%, so XLU is cheaper. Fees come from each fund's prospectus.
- How much do EWY and XLU overlap with the S&P 500?
- By their latest filed holdings, 0% of EWY and 100% of XLU by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, EWY against XLU, data as of Sep 13, 2026. https://etfiq.com/compare/any/ewy-vs-xlu Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources