Constituent dispersion · breadth vs the index

XLU — Utilities Select Sector

31/31 covered · 100% by weight · benchmark: XLU price · closes through 2026-08-28 ·holdings as of 2026-06-16

Concentration 38.68% in top 5 19.76 effective names · HHI 506
RS vs S&P 500 21d -8.05pp sector return − SPY
RS vs Nasdaq-100 21d -9.13pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -4.32% · A/D -76 (-2.45/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 -0.09% -0.48 +4pp +0.17pp Weakening
1 month -4.32% -2.45 +10pp +1.12pp Confirming ↓
1 quarter -3.80% +0.32 -16pp -1.04pp Improving

Over the last 126 sessions: price down -9.14%, breadth up (+0.35/name) · % beating 26→52 · median−ETF -1.48pp→+0.04pp.

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 2026-08-28.

5-day 9.68% 3/31 above
20-day 9.68% 3/31 above
50-day 9.68% 3/31 above
100-day 12.9% 4/31 above
150-day 12.9% 4/31 above
200-day 29.03% 9/31 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%) 23 (74%) -23
1-Month 0 (0%) 11 (35%) -11
3-Month 0 (0%) 6 (19%) -6
6-Month 0 (0%) 6 (19%) -6
52-Week 0 (0%) 1 (3%) -1
YTD 0 (0%) 3 (10%) -3

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -1.04% -0.52% +0.52pp 2 / 29 24 / 7 26 of 31 ±1.62%
5d -0.09% +0.25% +0.34pp 18 / 13 20 / 11 19 of 31 ±1.44%
21d -4.32% -4.28% +0.04pp 3 / 28 16 / 15 10 of 31 ±3.77%
YTD +0.79% +3.59% +2.80pp 23 / 8 22 / 9 2 of 31 ±10.24%

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)

  • ED+0.75%+0.02pp
  • AWK+1.18%+0.02pp
  • PCG-7.52%-0.2pp
  • NEE-1.22%-0.16pp
  • CEG-2.00%-0.12pp
  • EIX-4.76%-0.1pp
  • SO-0.90%-0.07pp

This month (21d)

  • CEG+5.00%+0.29pp
  • AWK+1.09%+0.02pp
  • AES+0.38%+0pp
  • NEE-6.93%-0.9pp
  • SO-6.46%-0.48pp
  • DUK-4.77%-0.34pp
  • NRG-16.76%-0.32pp
  • VST-7.76%-0.27pp

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)

  • CEG+5.00%
  • AWK+1.09%
  • AES+0.38%
  • ED-1.98%
  • ETR-2.11%
  • NRG-16.76%
  • EIX-10.87%
  • NI-9.38%
  • VST-7.76%
  • NEE-6.93%

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% 81.84 -1.22% -1.43% -6.93% +2.64% 13
SO Southern Company 7.51% 88.25 -0.90% -0.78% -6.46% +2.00% 23
DUK Duke Energy Corp 7.05% 120.25 -0.49% +0.33% -4.77% +3.47% 42
CEG Constellation Energy Corp 5.89% 276.75 -2.00% +1.42% +5.00% -21.56% 97
AEP American Electric Power 5.07% 122.31 -0.33% +1.13% -4.28% +6.91% 48
SRE Sempra 4.37% 84.31 -0.52% +1.71% -5.88% -3.84% 29
D Dominion Energy Inc 4.21% 65.55 -1.43% -1.58% -5.99% +14.20% 26
ETR Entergy Corp 3.65% 105.75 -0.69% +1.08% -2.11% +15.79% 84
EXC Exelon Corp 3.43% 43.93 -0.07% +0.34% -3.62% +1.64% 61
VST Vistra Energy Corp 3.42% 137.09 -1.95% +0.65% -7.76% -14.91% 10
XEL XCEL Energy Inc 3.37% 76.45 -0.92% +0.20% -2.28% +4.27% 81
PEG Public Service Enterprise Group 2.89% 73.19 -0.19% +0.80% -5.62% -8.12% 32
ED Consolidated Edison Company 2.82% 107.49 +0.75% +1.07% -1.98% +9.99% 87
PCG Pacific Gas & Electric Company 2.70% 16.60 -7.52% -5.68% -6.64% +3.59% 19
WEC Wisconsin Energy Corp 2.68% 106.22 -0.06% +0.20% -3.48% +2.44% 65
DTE Dte Energy Company 2.22% 135.86 -0.28% +0.47% -4.12% +6.16% 52
AEE Ameren Corp 2.19% 106.12 -0.59% -0.01% -2.42% +6.99% 77
ATO Atmos Energy Corp 2.04% 166.65 -0.34% +0.48% -4.37% +0.53% 45
EIX Edison International 2.04% 70.17 -4.76% -1.98% -10.87% +20.06% 3
CNP Centerpoint Energy 2.03% 39.24 -0.13% +1.21% -6.90% +3.48% 16
NRG NRG Energy 1.93% 111.12 -2.88% -1.76% -16.76% -29.79% 0
PPL PPL Corp 1.92% 34.20 -0.70% -0.52% -3.82% -1.61% 58
ES Eversource Energy 1.87% 70.84 -0.11% +0.90% -4.06% +7.59% 55
AWK American Water Works 1.79% 138.30 +1.18% +2.15% +1.09% +7.46% 94
FE Firstenergy Corp 1.77% 45.88 -0.80% -0.17% -4.88% +4.53% 35
NI NiSource Inc 1.64% 40.57 -0.95% -0.12% -9.38% -1.57% 6
CMS Cms Energy Corp 1.64% 68.21 -0.20% -0.09% -4.84% -0.97% 39
EVRG Evergy Inc 1.40% 80.65 -0.95% -0.33% -3.12% +13.13% 71
LNT Alliant Energy Corp 1.36% 68.03 -0.26% +0.25% -3.30% +6.29% 68
PNW Pinnacle West Capital Corp 0.90% 97.64 -0.26% +0.29% -2.76% +12.15% 74
AES The Aes Corp 0.76% 14.73 -0.14% -0.27% +0.38% +5.22% 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 2026-08-28: over 21 sessions the fund returned -4.32% while its median constituent returned -4.28% — a dispersion of 3.77 pp; 52% 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 2026-08-28: fund -1.04%, median member -0.52%, 2 advancers vs 29 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.