VCLN vs. XLU ETF Comparison
Comparison of Virtus Duff & Phelps Clean Energy ETF (VCLN) to SPDR Select Sector Fund - Utilities (XLU)
VCLN
Virtus Duff & Phelps Clean Energy ETF
VCLN Description
The investment seeks capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.
Grade (RS Rating)
Last Trade
$19.47
Average Daily Volume
540
22
XLU
SPDR Select Sector Fund - Utilities
XLU Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Utilities Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: electric utilities; multi-utilities; independent power producers & energy traders; and gas utilities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.72
Average Daily Volume
10,552,224
31
Performance
Period | VCLN | XLU |
---|---|---|
30 Days | 2.77% | 7.51% |
60 Days | 7.56% | 10.51% |
90 Days | 9.62% | 19.86% |
12 Months | 23.70% | 48.05% |
VCLN Underweight 26 Positions Relative to XLU
Symbol | Grade | Weight | |
---|---|---|---|
DUK | A | -7.29% | |
AEP | C | -4.4% | |
SRE | A | -4.26% | |
D | A | -3.93% | |
PEG | A | -3.57% | |
PCG | B | -3.46% | |
EXC | A | -3.27% | |
VST | A | -3.22% | |
XEL | A | -2.93% | |
EIX | A | -2.73% | |
WEC | A | -2.45% | |
AWK | B | -2.29% | |
ETR | A | -2.27% | |
DTE | A | -2.13% | |
PPL | A | -1.97% | |
ES | C | -1.93% | |
AEE | A | -1.88% | |
FE | B | -1.83% | |
ATO | A | -1.74% | |
CMS | A | -1.71% | |
CNP | B | -1.55% | |
NRG | A | -1.53% | |
NI | A | -1.26% | |
LNT | A | -1.26% | |
EVRG | C | -1.16% | |
PNW | A | -0.82% |
VCLN: Top Represented Industries & Keywords
XLU: Top Represented Industries & Keywords