XLI - ETF AI Analysis
Top Page
Industrial Select Sector SPDR Fund (XLI)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the past year-to-date and in recent months, showing positive momentum for investors.
Leading Industrial Holdings
Several of the largest positions, such as Caterpillar, GE Vernova, Eaton, Deere, and Honeywell, have shown strong performance, helping drive 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
Sector Concentration in Industrials
With most of its assets in the industrials sector, the ETF is heavily exposed to downturns in that part of the economy.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market weakens compared with other regions.
Some Lagging Top Holdings
A few major positions, including GE Aerospace and Uber, have shown weaker performance, which can drag on overall returns if the trend continues.
XLI vs. SPDR S&P 500 ETF (SPY)
AUM29.70B
RegionNorth America
Expense Ratio0.08%
Beta0.90
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield1.16%
Asset ClassEquity
Index TrackedS&P Industrial Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,614,343
30 Day Avg. Volume9,848,485
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
203.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering81
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. Well-known holdings include Caterpillar, Boeing, Union Pacific, and Honeywell. Someone might invest in XLI to benefit from potential growth in the industrial economy while spreading their money across many leading companies instead of picking individual stocks. A key risk is that it is heavily tied to the industrial sector, so its value can rise or fall sharply with changes in the economy and business spending.
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 very much an industrials story, with U.S.-based heavyweights doing most of the talking. Caterpillar and GE Vernova are the fund’s main engines right now, both rising on solid results and upbeat outlooks. Honeywell and Eaton are also pulling their weight, even if their momentum has been a bit choppy. On the flip side, RTX and Boeing are stumbling, with operational hiccups and lingering concerns keeping them from fully contributing. Overall, the ETF leans hard into industrials and aerospace, with only a small tilt toward tech via names like Uber.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Caterpillar | 7.66% | $2.35B | $413.48B | 155.02% | 76 Outperform | |
| GE Aerospace | 6.40% | $1.96B | $347.18B | 41.72% | 72 Outperform | |
| RTX | 4.53% | $1.39B | $248.07B | 25.97% | 74 Outperform | |
| GE Vernova Inc. | 4.48% | $1.37B | $243.67B | 96.60% | 69 Neutral | |
| Boeing | 3.19% | $977.62M | $174.71B | 9.35% | 54 Neutral | |
| Union Pacific | 2.92% | $894.19M | $159.28B | 22.08% | 72 Outperform | |
| Eaton | 2.80% | $858.78M | $152.85B | 20.93% | 75 Outperform | |
| Deere | 2.63% | $805.19M | $153.50B | 13.32% | 66 Neutral | |
| Uber Technologies | 2.62% | $804.00M | $141.58B | -17.97% | 74 Outperform | |
| Honeywell International | 2.55% | $781.41M | $138.85B | -1.77% | 77 Outperform |
XLI Technical Analysis
Positive
―
Price Trends
172.35
Positive
170.52
Positive
162.00
Positive
Market Momentum
0.70
Negative
55.88
Neutral
58.92
Neutral
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 173.03, equal to the 50-day MA of 172.35, and equal to the 200-day MA of 162.00, indicating a bullish trend. The MACD of 0.70 indicates Negative momentum. The RSI at 55.88 is Neutral, neither overbought nor oversold. The STOCH value of 58.92 is Neutral, 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
176.18
34.46
24.32%
VGT
Vanguard Information Technology ETF
―
―
―
XLK
Technology Select Sector SPDR Fund
―
―
―
XLF
Financial Select Sector SPDR Fund
―
―
―
ITA
iShares U.S. Aerospace & Defense ETF
―
―
―
AIRR
First Trust RBA American Industrial Renaissance ETF
―
―
―
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.
DisclaimerThis 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: ―
Table of Contents