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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

XLI vs XLU: how they differ

XLI and XLU hold 0% of their weight in the same names, and XLI returned more over the year.

State Street(R) Industrial Select Sector SPDR(R) ETF and State Street(R) Utilities Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, XLI and XLU hold 0% of their money in the same securities at the same weight.

Positions XLI and XLU both hold, largest shared weight first
HoldingXLIXLU
SSI US GOV MONEY MARKET CLASS0.07%0.16%
Largest positions each one holds and the other does not
Only in XLIOnly in XLU
CATERPILLAR INC 6.92%NEXTERA ENERGY INC 13.01%
GENERAL ELECTRIC 6.32%SOUTHERN CO/THE 7.49%
RTX CORP 4.98%DUKE ENERGY CORP 7.04%
GE VERNOVA INC 4.64%CONSTELLATION ENERGY 6.92%
DEERE + CO 3.18%AMERICAN ELECTRIC POWER 5.08%
UNION PACIFIC CORP 3.17%DOMINION ENERGY INC 4.33%
BOEING CO/THE 3.02%SEMPRA 4.16%
EATON CORP PLC 2.97%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.

XLI and XLU on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerState StreetState Street
What it isIndustrialsUtilities
Total return, 1 year+14.3%+2.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−3.3 pts−15.1 pts
Expense ratio0.08%0.08%
Already in the S&P 500100.0%100.0%
Holdings8532

XLI in plain words

XLI is an index equity fund tracking the Industrials. Over the year to Sep 11, 2026 it returned +14.3% 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 85 positions, with the top ten at 40.2%. It sat 7.6% below its high of Aug 14, 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. 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, XLI or XLU?
In the year to Sep 13, 2026, with distributions reinvested, XLI returned +14.3% and XLU returned +2.4%, so XLI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, XLI or XLU?
XLI charges 0.08% a year and XLU charges 0.08%, so XLI is cheaper. Fees come from each fund's prospectus.
How much do XLI and XLU overlap with the S&P 500?
By their latest filed holdings, 100% of XLI 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.

XLI against XLU, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, XLI against XLU, data as of Sep 13, 2026. https://etfiq.com/compare/any/xli-vs-xlu Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources