XLI - ETF AI Analysis
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Industrial Select Sector SPDR Fund (XLI)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Overall Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its industrial focus has been working well for investors.
Leading Industrial Holdings Showing Solid Momentum
Several of the largest positions, including Caterpillar, GE Vernova, Union Pacific, Eaton, Deere, and Parker Hannifin, have shown strong or steady performance, helping support 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 underlying stocks.
Negative Factors
High Sector Concentration in Industrials
With most of its assets in the industrial sector, the ETF is heavily exposed to swings in that part of the economy and less protected if industrials weaken.
Underperforming Key Holdings
Some notable positions like Boeing and Uber have shown weak performance this year, which can drag on the fund’s overall results.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little diversification across different countries or regions.
XLI vs. SPDR S&P 500 ETF (SPY)
AUM30.19B
RegionNorth America
Expense Ratio0.08%
Beta0.91
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield1.11%
Asset ClassEquity
Index TrackedS&P Industrial Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,970,004
30 Day Avg. Volume6,806,638
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
213.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering84
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLI Summary
The Industrial Select Sector SPDR Fund (XLI) is an ETF that follows the S&P Industrial Select Sector Index, focusing on major U.S. industrial companies. It owns well-known names like Caterpillar, Union Pacific, and Boeing, which work in areas such as transportation, construction, and manufacturing. Investors might choose XLI to get broad exposure to the industrial part of the economy in a single, low-cost investment, which can help diversify a stock portfolio. A key risk is that it is heavily tied to the industrial sector, so its value can rise or fall sharply 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 machinery and aerospace names setting the tone. Deere and Caterpillar have been rising, giving the fund a solid lift as demand for equipment and infrastructure spending stays resilient. Eaton adds steady strength with its focus on electrical and power solutions. On the flip side, Boeing has been dragging the fund, and Uber’s mixed, more tech-like profile adds volatility rather than stability. Overall, this is a U.S.-centric bet on industrials, with a few troubled high-profile names keeping returns in check.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Caterpillar | 6.96% | $2.12B | $377.66B | 73.86% | 76 Outperform | |
| GE Aerospace | 6.26% | $1.90B | $339.38B | 8.38% | 72 Outperform | |
| RTX | 4.70% | $1.43B | $255.27B | 14.68% | 74 Outperform | |
| GE Vernova Inc. | 4.70% | $1.43B | $255.05B | 57.66% | 69 Neutral | |
| Deere | 3.19% | $972.39M | $186.17B | 48.14% | 66 Neutral | |
| Eaton | 3.15% | $958.66M | $170.89B | 17.50% | 75 Outperform | |
| Union Pacific | 3.00% | $912.46M | $162.65B | 16.06% | 72 Outperform | |
| Boeing | 2.89% | $878.22M | $156.55B | -15.06% | 54 Neutral | |
| Uber Technologies | 2.62% | $797.74M | $142.20B | -31.54% | 74 Outperform | |
| Parker Hannifin | 2.27% | $692.00M | $123.38B | 28.66% | 79 Outperform |
XLI Technical Analysis
Negative
―
Price Trends
177.11
Negative
176.74
Negative
171.28
Negative
Market Momentum
-2.28
Negative
38.47
Neutral
46.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 170.61, equal to the 50-day MA of 177.11, and equal to the 200-day MA of 171.28, indicating a bearish trend. The MACD of -2.28 indicates Negative momentum. The RSI at 38.47 is Neutral, neither overbought nor oversold. The STOCH value of 46.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XLI.
XLI Peer Comparison
Comparison Results
Performance Comparison
XLI
Industrial Select Sector SPDR Fund
169.13
17.07
11.23%
VGT
Vanguard Information Technology ETF
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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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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: ―
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