Constituent dispersion · breadth vs the index

XLU — Utilities Select Sector

31/31 covered · 100% by weight · benchmark: XLU price · closes through 2026-09-17 ·holdings as of 2026-06-16

Concentration 38.68% in top 5 19.76 effective names · HHI 506
RS vs S&P 500 21d -4.66pp sector return − SPY
RS vs Nasdaq-100 21d -5.21pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -5.29% · A/D -119 (-3.84/name)
XLU price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week -1.95% -0.97 +6pp +0.37pp Confirming ↓
1 month -5.29% -3.84 +23pp +1.00pp Confirming ↓
1 quarter -5.64% -3.39 -13pp -0.37pp Confirming ↓

Over the last 126 sessions: price down -11.17%, breadth down (-2.03/name) · % beating 58→58 · median−ETF +0.63pp→+0.52pp.

Stocks above their moving average — participation breadth

Of the 31 covered constituents, the share trading above each simple moving average — the classic breadth gauge. A firm index price with a low %-above-MA is a narrow, top-heavy tape. As of 2026-09-17.

5-day 58.06% 18/31 above
20-day 6.45% 2/31 above
50-day 6.45% 2/31 above
100-day 6.45% 2/31 above
150-day 6.45% 2/31 above
200-day 16.13% 5/31 above
% of constituents above their 50-day average — breadth over the last year; 50% is the participation midpoint

New highs & new lows — by horizon

How many of the 31 covered constituents closed today at a new high (or low) over each window, and the net. A shrinking net as the index holds up = fewer names leading.

HorizonNew highsNew lowsNet
5-Day 3 (10%) 0 (0%) +3
1-Month 1 (3%) 0 (0%) +1
3-Month 1 (3%) 0 (0%) +1
6-Month 1 (3%) 0 (0%) +1
52-Week 0 (0%) 0 (0%) +0
YTD 0 (0%) 0 (0%) +0

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.90% +0.66% -0.23pp 29 / 2 10 / 21 28 of 31 ±0.61%
5d -1.95% -1.43% +0.52pp 2 / 28 21 / 10 21 of 31 ±1.64%
21d -5.29% -4.77% +0.52pp 3 / 28 18 / 13 15 of 31 ±5.68%
YTD -1.66% +1.68% +3.34pp 19 / 12 21 / 10 3 of 31 ±10.4%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • NEE+1.13%+0.15pp
  • VST+2.26%+0.08pp
  • CEG+1.26%+0.07pp
  • D+1.23%+0.05pp
  • DUK+0.66%+0.05pp
  • NRG-1.07%-0.02pp
  • DTE-0.20%0pp

This month (21d)

  • VST+2.16%+0.07pp
  • AWK+1.45%+0.03pp
  • AES+0.75%+0.01pp
  • PCG-24.92%-0.67pp
  • NEE-5.02%-0.65pp
  • EIX-24.68%-0.5pp
  • SO-5.77%-0.43pp
  • DUK-4.40%-0.31pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • VST+2.16%
  • AWK+1.45%
  • AES+0.75%
  • ED-1.10%
  • CEG-1.51%
  • PCG-24.92%
  • EIX-24.68%
  • NRG-8.07%
  • XEL-7.00%
  • DTE-6.97%

XLU — constituent leadership race

$100 in each covered XLU constituent at 2025-12-24, rebased to 100. Watch leadership change hands.

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Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 31 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
NEE Nextera Energy 12.99% 81.28 +1.13% -1.41% -5.02% +1.94% 45
SO Southern Company 7.51% 86.76 +0.61% -1.13% -5.77% +0.28% 29
DUK Duke Energy Corp 7.05% 118.54 +0.66% -0.70% -4.40% +2.00% 65
CEG Constellation Energy Corp 5.89% 262.80 +1.26% -8.10% -1.51% -25.51% 84
AEP American Electric Power 5.07% 121.62 +0.77% -1.50% -3.74% +6.31% 71
SRE Sempra 4.37% 82.18 +0.59% -2.17% -5.74% -6.27% 32
D Dominion Energy Inc 4.21% 64.29 +1.23% -1.17% -6.30% +12.01% 19
ETR Entergy Corp 3.65% 103.31 +0.97% -2.29% -4.41% +13.12% 58
EXC Exelon Corp 3.43% 42.64 +0.47% -1.73% -5.89% -1.34% 26
VST Vistra Energy Corp 3.42% 143.56 +2.26% -2.37% +2.16% -10.89% 97
XEL XCEL Energy Inc 3.37% 73.63 +1.27% -1.57% -7.00% +0.43% 10
PEG Public Service Enterprise Group 2.89% 70.98 +0.84% -2.07% -6.11% -10.90% 23
ED Consolidated Edison Company 2.82% 107.08 +1.57% +0.33% -1.10% +9.57% 87
PCG Pacific Gas & Electric Company 2.70% 13.38 +0.22% -4.63% -24.92% -16.50% 0
WEC Wisconsin Energy Corp 2.68% 104.73 +1.31% -0.59% -5.69% +1.00% 35
DTE Dte Energy Company 2.22% 130.44 -0.20% -2.90% -6.97% +1.93% 13
AEE Ameren Corp 2.19% 103.90 +0.83% -1.00% -5.26% +4.75% 42
ATO Atmos Energy Corp 2.04% 162.03 +0.04% -1.69% -4.40% -2.25% 61
EIX Edison International 2.04% 55.50 +1.26% -2.20% -24.68% -5.04% 3
CNP Centerpoint Energy 2.03% 38.56 +0.60% -1.43% -4.32% +1.68% 68
NRG NRG Energy 1.93% 106.23 -1.07% -4.85% -8.07% -32.88% 6
PPL PPL Corp 1.92% 33.60 +0.57% -1.78% -5.67% -3.34% 39
ES Eversource Energy 1.87% 68.99 +1.67% +0.00% -4.47% +4.78% 55
AWK American Water Works 1.79% 138.24 +0.35% -1.14% +1.45% +7.41% 94
FE Firstenergy Corp 1.77% 45.73 +0.77% -1.12% -3.24% +4.18% 74
NI NiSource Inc 1.64% 40.91 +0.61% -1.23% -2.87% -0.75% 81
CMS Cms Energy Corp 1.64% 66.20 +0.32% -2.19% -6.84% -3.88% 16
EVRG Evergy Inc 1.40% 80.84 +0.56% -0.64% -3.09% +13.40% 77
LNT Alliant Energy Corp 1.36% 66.64 +0.80% -0.91% -4.77% +4.11% 48
PNW Pinnacle West Capital Corp 0.90% 95.59 +0.63% -1.04% -4.55% +9.79% 52
AES The Aes Corp 0.76% 14.85 +0.27% +0.34% +0.75% +6.07% 90

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

XLU dispersion — data Q&A

Is XLU's move broad or carried by a few names (21 sessions)?

As of 2026-09-17: over 21 sessions the fund returned -5.29% while its median constituent returned -4.77% — a dispersion of 5.68 pp; 58% of 31 members beat the fund. Broad decline - breadth is falling with price.

How did XLU's members trade in the last session?

As of 2026-09-17: fund +0.90%, median member +0.66%, 29 advancers vs 2 decliners.

What does the dispersion page for XLU measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 31 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.