Constituent dispersion · breadth vs the index

XLU — Utilities Select Sector

31/31 covered · 100% by weight · benchmark: XLU price · closes through 2026-09-14 ·holdings as of 2026-06-16

Concentration 38.68% in top 5 19.76 effective names · HHI 506
RS vs S&P 500 21d -2.85pp sector return − SPY
RS vs Nasdaq-100 21d -1.91pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -5.04% · A/D -124 (-4/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 -2.92% -2.35 +23pp +1.25pp Confirming ↓
1 month -5.04% -4 +20pp +1.13pp Confirming ↓
1 quarter -5.49% -3.45 -26pp -2.36pp Confirming ↓

Over the last 126 sessions: price down -8.79%, breadth down (-0.13/name) · % beating 48→55 · median−ETF -0.12pp→+0.32pp.

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 2026-09-14.

5-day 0% 0/31 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 12.9% 4/31 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 0 (0%) 26 (84%) -26
1-Month 0 (0%) 20 (65%) -20
3-Month 0 (0%) 18 (58%) -18
6-Month 0 (0%) 15 (48%) -15
52-Week 0 (0%) 3 (10%) -3
YTD 0 (0%) 4 (13%) -4

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -1.34% -0.82% +0.52pp 5 / 26 24 / 7 19 of 31 ±1.64%
5d -2.92% -2.10% +0.83pp 1 / 30 23 / 8 14 of 31 ±2.38%
21d -5.04% -4.72% +0.32pp 2 / 29 17 / 14 11 of 31 ±4.79%
YTD -1.35% +1.92% +3.27pp 19 / 12 22 / 9 3 of 31 ±10.17%

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)

  • AWK+0.89%+0.02pp
  • ATO+0.40%+0.01pp
  • D+0.16%+0.01pp
  • EIX+0.23%+0pp
  • AES+0.07%+0pp
  • CEG-7.09%-0.42pp
  • VST-5.16%-0.18pp
  • NEE-0.83%-0.11pp
  • NRG-4.40%-0.08pp
  • XEL-1.77%-0.06pp

This month (21d)

  • AWK+1.80%+0.03pp
  • AES+0.48%+0pp
  • NEE-5.09%-0.66pp
  • PCG-22.11%-0.6pp
  • EIX-20.59%-0.42pp
  • SO-5.47%-0.41pp
  • CEG-4.90%-0.29pp

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)

  • AWK+1.80%
  • AES+0.48%
  • ED-1.61%
  • FE-2.16%
  • EVRG-2.34%
  • PCG-22.11%
  • EIX-20.59%
  • NRG-9.42%
  • PEG-6.60%
  • EXC-6.32%

XLU — constituent leadership race

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

0%

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% 81.63 -0.83% -2.16% -5.09% +2.38% 42
SO Southern Company 7.51% 87.00 -0.20% -1.26% -5.47% +0.55% 26
DUK Duke Energy Corp 7.05% 119.02 -0.33% -1.00% -3.55% +2.41% 71
CEG Constellation Energy Corp 5.89% 264.57 -7.09% -11.50% -4.90% -25.01% 45
AEP American Electric Power 5.07% 122.23 -0.89% -1.82% -2.51% +6.84% 77
SRE Sempra 4.37% 82.99 -0.42% -1.25% -4.04% -5.35% 55
D Dominion Energy Inc 4.21% 64.46 +0.16% -2.10% -5.95% +12.30% 23
ETR Entergy Corp 3.65% 103.64 -1.60% -3.38% -3.06% +13.48% 74
EXC Exelon Corp 3.43% 42.72 -1.02% -2.11% -6.32% -1.16% 13
VST Vistra Energy Corp 3.42% 140.73 -5.16% -5.74% -3.87% -12.65% 61
XEL XCEL Energy Inc 3.37% 74.16 -1.77% -2.06% -6.10% +1.15% 16
PEG Public Service Enterprise Group 2.89% 70.92 -2.03% -2.90% -6.60% -10.97% 10
ED Consolidated Edison Company 2.82% 105.78 -0.64% -1.41% -1.61% +8.24% 90
PCG Pacific Gas & Electric Company 2.70% 13.60 -1.45% -4.90% -22.11% -15.13% 0
WEC Wisconsin Energy Corp 2.68% 105.17 -0.15% -0.73% -3.80% +1.43% 65
DTE Dte Energy Company 2.22% 131.13 -1.09% -3.64% -6.02% +2.47% 19
AEE Ameren Corp 2.19% 103.97 -0.89% -1.66% -4.72% +4.82% 48
ATO Atmos Energy Corp 2.04% 163.84 +0.40% -2.22% -3.60% -1.16% 68
EIX Edison International 2.04% 56.13 +0.23% -1.13% -20.59% -3.96% 3
CNP Centerpoint Energy 2.03% 38.65 -1.18% -2.57% -3.95% +1.92% 58
NRG NRG Energy 1.93% 108.47 -4.40% -8.86% -9.42% -31.46% 6
PPL PPL Corp 1.92% 33.79 -0.85% -2.96% -5.30% -2.79% 32
ES Eversource Energy 1.87% 68.33 -0.28% -3.83% -5.39% +3.77% 29
AWK American Water Works 1.79% 138.92 +0.89% -1.27% +1.80% +7.94% 97
FE Firstenergy Corp 1.77% 45.83 -0.65% -2.01% -2.16% +4.41% 87
NI NiSource Inc 1.64% 41.07 -0.82% -0.77% -2.40% -0.36% 81
CMS Cms Energy Corp 1.64% 66.82 -0.49% -2.40% -5.23% -2.98% 39
EVRG Evergy Inc 1.40% 80.86 -0.93% -0.83% -2.34% +13.43% 84
LNT Alliant Energy Corp 1.36% 66.92 -0.51% -1.54% -4.67% +4.55% 52
PNW Pinnacle West Capital Corp 0.90% 95.40 -0.73% -2.17% -5.28% +9.57% 35
AES The Aes Corp 0.76% 14.80 +0.07% +0.07% +0.48% +5.72% 94

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 2026-09-14: over 21 sessions the fund returned -5.04% while its median constituent returned -4.72% — a dispersion of 4.79 pp; 55% 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 2026-09-14: fund -1.34%, median member -0.82%, 5 advancers vs 26 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.