Utilities ETF (XLU)

Market's real-time pricing of the utility sector — rises when investors expect higher electricity demand and earnings.

$47.2

Trend YoY growth is +16.4%, accelerating by 17 bps/month over the last 5Y. Deviations have remained above trend for 39 consecutive periods. Latest: +28.6%, 12.3 pp above trend, a 1.0σ deviation. The latest YoY reading is depressed by 6.5 pp due to an tough comparison base from Apr 9.

Level

YoY %

y = 6.1% + 17 bps/mo · t

Deviation from trend

Forecast

Rolling 1Y trend forecast

Forecast made inMay '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26Dec '26Jan '27Feb '27Mar '27Apr '27
May '25+31.6%+32.9%+34.1%+35.4%+36.7%+38.0%+39.2%+40.5%+41.8%+43.1%+44.2%+45.5%+46.8%+48.0%+49.3%+50.6%+51.8%+53.1%+54.4%+55.6%+56.9%+58.2%+59.4%+60.6%
Jun '25+27.5%+27.9%+28.4%+28.8%+29.3%+29.8%+30.2%+30.7%+31.2%+31.6%+32.1%+32.5%+33.0%+33.5%+33.9%+34.4%+34.9%+35.3%+35.8%+36.3%+36.7%+37.1%+37.6%
Jul '25+23.7%+23.3%+22.9%+22.5%+22.2%+21.8%+21.4%+21.0%+20.7%+20.3%+20.0%+19.6%+19.2%+18.8%+18.5%+18.1%+17.7%+17.3%+17.0%+16.6%+16.2%+15.9%
Aug '25+19.5%+18.2%+17.0%+15.7%+14.5%+13.2%+11.9%+10.7%+9.4%+8.2%+6.9%+5.7%+4.4%+3.1%+1.9%+0.6%-0.7%-1.9%-3.2%-4.4%-5.7%
Sep '25+15.7%+14.0%+12.1%+10.3%+8.5%+6.7%+5.0%+3.2%+1.4%-0.4%-2.2%-4.0%-5.9%-7.7%-9.5%-11.3%-13.1%-14.9%-16.6%-18.4%
Oct '25+13.1%+11.1%+9.2%+7.2%+5.3%+3.5%+1.5%-0.4%-2.3%-4.2%-6.2%-8.2%-10.1%-12.0%-13.9%-15.9%-17.9%-19.7%-21.6%
Nov '25+13.3%+11.7%+10.1%+8.5%+7.1%+5.5%+3.9%+2.3%+0.8%-0.8%-2.4%-3.9%-5.5%-7.1%-8.7%-10.3%-11.7%-13.3%
Dec '25+12.4%+10.9%+9.5%+8.1%+6.7%+5.3%+3.8%+2.4%+0.9%-0.6%-2.0%-3.5%-4.9%-6.3%-7.8%-9.1%-10.6%
Jan '26+11.3%+9.7%+8.3%+6.8%+5.3%+3.8%+2.3%+0.7%-0.8%-2.3%-3.8%-5.3%-6.9%-8.4%-9.8%-11.3%
Feb '26+11.3%+10.1%+8.8%+7.6%+6.3%+5.1%+3.8%+2.5%+1.3%+0.0%-1.3%-2.6%-3.8%-5.0%-6.3%
Mar '26+14.2%+13.6%+13.0%+12.4%+11.8%+11.1%+10.5%+9.9%+9.3%+8.7%+8.1%+7.5%+6.9%+6.3%
Apr '26+16.9%+16.8%+16.7%+16.6%+16.5%+16.4%+16.3%+16.2%+16.1%+16.0%+15.9%+15.8%+15.7%