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XLI - ETF AI Analysis
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Industrial Select Sector SPDR Fund (XLI)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, like GE Aerospace and GE Vernova, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective for investors compared to similar funds.
Healthy Sector Focus
The ETF’s heavy exposure to the industrials sector aligns with strong-performing companies in this space.
Negative Factors
Over-Concentration in Industrials
With over 90% of the portfolio in industrials, the fund is highly exposed to risks specific to this sector.
Weak Performance in Some Holdings
Certain top holdings, like Union Pacific and Honeywell, have shown weak or negative year-to-date performance, which could drag on overall returns.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
XLI vs. SPDR S&P 500 ETF (SPY)
AUM24.12B
RegionNorth America
Expense Ratio0.08%
Beta0.94
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield1.39%
Asset ClassEquity
Index TrackedS&P Industrial Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,647,271
30 Day Avg. Volume11,422,160
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
177.89Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering80
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLI Summary
The Industrial Select Sector SPDR Fund (XLI) is an ETF that focuses on companies in the industrial sector, such as aerospace, construction, and transportation. It tracks the S&P Industrial Select Sector Index and includes well-known companies like Boeing and Honeywell International. This ETF is a good choice for investors looking to diversify their portfolios and benefit from the growth and innovation in industries that drive the economy. However, since it is heavily focused on industrials, its performance can be affected by economic cycles and changes in demand for industrial goods.
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
The Industrial Select Sector SPDR Fund (XLI) leans heavily into the industrial sector, with names like Caterpillar and GE Aerospace driving steady performance thanks to strong earnings and bullish momentum. However, Boeing and Honeywell are holding the fund back, as both face financial challenges and bearish technical trends. Uber’s recent struggles also weigh on the fund, despite its smaller allocation. With nearly all holdings rooted in U.S.-based industrials, this ETF is a concentrated bet on the backbone of the economy, though mixed results from key players suggest a bumpy ride ahead.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| GE Aerospace | 6.74% | $1.62B | $314.81B | 63.84% | 77 Outperform | |
| Caterpillar | 5.76% | $1.39B | $269.44B | 41.77% | 76 Outperform | |
| RTX | 4.96% | $1.20B | $234.51B | 43.57% | 75 Outperform | |
| Uber Technologies | 3.83% | $922.29M | $181.89B | 21.65% | 74 Outperform | |
| GE Vernova Inc. | 3.44% | $828.86M | $162.73B | 79.51% | 66 Neutral | |
| Boeing | 3.03% | $729.77M | $143.66B | 21.59% | 44 Neutral | |
| Union Pacific | 2.93% | $706.29M | $137.51B | -5.24% | 66 Neutral | |
| Eaton | 2.85% | $686.79M | $134.34B | -7.86% | 69 Neutral | |
| Honeywell International | 2.58% | $622.82M | $122.02B | -17.49% | 79 Outperform | |
| Deere | 2.53% | $611.06M | $125.57B | -0.30% | 66 Neutral |
XLI Technical Analysis
Positive
―
Price Trends
152.98
Positive
151.98
Positive
143.63
Positive
Market Momentum
-0.45
Negative
55.41
Neutral
82.56
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 152.23, equal to the 50-day MA of 152.98, and equal to the 200-day MA of 143.63, indicating a bullish trend. The MACD of -0.45 indicates Negative momentum. The RSI at 55.41 is Neutral, neither overbought nor oversold. The STOCH value of 82.56 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLI.
XLI Peer Comparison
Comparison Results
Performance Comparison
XLI
Industrial Select Sector SPDR Fund
153.69
12.92
9.18%
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
―
―
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XLV
Health Care Select Sector SPDR Fund
―
―
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ITA
iShares U.S. Aerospace & Defense ETF
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―
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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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