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XLI - ETF AI Analysis
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Industrial Select Sector SPDR Fund (XLI)
Rating:72Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Leading Industrial Holdings
Several of the largest positions, such as Caterpillar, Boeing, Honeywell, and Deere, have delivered strong year-to-date performance that supports the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Sector Concentration
With the vast majority of assets in industrials, the fund is highly sensitive to downturns in that single sector.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little protection if the U.S. market weakens.
Exposure to Some Weaker Holdings
At least one top holding has shown slightly negative performance year-to-date, which can modestly drag on overall returns if the weakness continues.
XLI vs. SPDR S&P 500 ETF (SPY)
AUM28.60B
RegionNorth America
Expense Ratio0.08%
Beta0.94
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield1.21%
Asset ClassEquity
Index TrackedS&P Industrial Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,215,509
30 Day Avg. Volume12,156,918
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
191.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering80
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLI Summary
XLI is an ETF that follows the S&P Industrial Select Sector Index, focusing on major U.S. industrial companies. It owns businesses involved in manufacturing, transportation, aerospace, and construction, giving you a simple way to invest in the “backbone” of the economy. Well-known holdings include Boeing and Honeywell International, along with other large industrial leaders. Someone might invest in XLI to seek long-term growth and diversification within the industrial sector without picking individual stocks. A key risk is that it is heavily tied to the industrial economy, so its value can rise or fall with economic cycles and demand for industrial activity.
How much will it cost me?The Industrial Select Sector SPDR Fund (XLI) has an expense ratio of 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The XLI ETF, focused on the U.S. industrial sector, could benefit from increased infrastructure spending, advancements in manufacturing technology, and growth in aerospace and transportation industries, as these align with its top holdings like Boeing and Caterpillar. However, it may face challenges from rising interest rates, which could increase borrowing costs for industrial companies, and economic slowdowns that reduce demand for construction and transportation services.
XLI Top 10 Holdings
XLI is leaning heavily into U.S. industrial muscle, with big bets on machinery, aerospace, and transportation. Caterpillar, GE Aerospace, and Deere have been doing the heavy lifting lately, with rising share prices powered by solid earnings and upbeat guidance. Newcomer GE Vernova is also climbing, adding a clean-energy twist to the industrial story. On the flip side, Boeing remains a bit of a problem child and Uber is dragging the fund, as both stocks have seen more turbulence than traction. Overall, this is a concentrated play on U.S. industrial strength with a tech-enabled edge.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Caterpillar | 6.48% | $1.85B | $322.90B | 104.33% | 76 Outperform | |
| GE Aerospace | 6.39% | $1.83B | $314.32B | 52.04% | 72 Outperform | |
| RTX | 5.38% | $1.54B | $274.52B | 57.34% | 74 Outperform | |
| GE Vernova Inc. | 4.46% | $1.28B | $216.98B | 156.68% | 69 Neutral | |
| Boeing | 3.17% | $906.29M | $164.84B | 29.71% | 54 Neutral | |
| Uber Technologies | 3.00% | $857.04M | $150.92B | 2.49% | 74 Outperform | |
| Honeywell International | 2.93% | $837.60M | $149.07B | 11.95% | 77 Outperform | |
| Deere | 2.91% | $832.48M | $155.99B | 20.94% | 66 Neutral | |
| Union Pacific | 2.86% | $818.43M | $143.86B | 2.07% | 72 Outperform | |
| Eaton | 2.68% | $765.45M | $137.86B | 21.04% | 75 Outperform |
XLI Technical Analysis
Neutral
―
Price Trends
168.78
Negative
161.17
Positive
155.03
Positive
Market Momentum
-0.60
Positive
34.57
Neutral
10.96
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 173.59, equal to the 50-day MA of 168.78, and equal to the 200-day MA of 155.03, indicating a neutral trend. The MACD of -0.60 indicates Positive momentum. The RSI at 34.57 is Neutral, neither overbought nor oversold. The STOCH value of 10.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XLI.
XLI Peer Comparison
Comparison Results
Performance Comparison
XLI
Industrial Select Sector SPDR Fund
164.65
33.51
25.55%
VGT
Vanguard Information Technology ETF
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―
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XLK
Technology Select Sector SPDR Fund
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―
―
XLF
Financial Select Sector SPDR Fund
―
―
―
XLE
Energy Select Sector SPDR Fund
―
―
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ITA
iShares U.S. Aerospace & Defense ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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