Utility ETFs in the power constraint
Electric and gas utilities. Driven by interest rates, and the returns regulators allow on what utilities build.
11ETFs in this category
$38.6bnmoney in them
57.5%of the power constraint’s money
XLUlargest unleveraged ETF, 62.5%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | +9.3% | +4.6% | +1.5% |
| Its story | −0.8% | −0.3% | −6.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | XLU | Utilities Select Sector SPDR ETF | $24.1bn | 62.5% | +0.8% | 0.08% |
| 2 | VPU | Vanguard Utilities ETF | $8.1bn | 21.1% | +0.5% | 0.09% |
| 3 | FUTY | Fidelity MSCI Utilities Index ETF | $2.1bn | 5.3% | +0.5% | 0.08% |
| 4 | IDU | iShares US Utilities ETF | $1.4bn | 3.7% | +2.2% | 0.37% |
| 5 | UTES | Virtus Reaves Utilities ETF | $1.2bn | 3.0% | −7.2% | 0.49% |
| 6 | FXU | First Trust Utilities AlphaDEX Fund | $765m | 2.0% | +8.9% | 0.61% |
| 7 | RSPU | Invesco S&P 500 Equal Weight Utilities ETF | $527m | 1.4% | +3.2% | 0.40% |
| 8 | JXI | iShares Global Utilities ETF | $347m | 0.9% | +6.8% | 0.37% |
| 9 | PUI | Invesco Dorsey Wright Utilities Momentum ETF | $50m | 0.1% | −3.0% | 0.60% |
| 10 | PSCU | Invesco S&P SmallCap Utilities & Communication Services ETF | $17m | 0.0% | +3.7% | 0.29% |
| 11 | TRUU | VanEck Utilities TruSector ETF | under $1m | 0.0% | – | 0.10% |
Other categories in the power constraint
Common questions
Which ETFs are utility ETFs?11 US ETFs sit in this category of the power constraint. Electric and gas utilities. Driven by interest rates, and the returns regulators allow on what utilities build.
What is the largest utility ETF?XLU, Utilities Select Sector SPDR ETF, with $24.1bn, 62.5% of the category's money.
How have utility ETFs performed?The median unleveraged ETF here returned +1.5% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.