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Industrial Select Sector SPDR® Fund(XLI)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for XLI
09/18/2026: XLI (5-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 36.46% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 20, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $30.59B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.09% |
| Distribution Yield | 1.18% |
| Inception | Dec 16, 1998 |
Performance
| Period | Total Return |
|---|---|
| YTD | +10.00% |
| 1 Year | +12.55% |
| 3 Year | +19.01% |
| 5 Year | +12.77% |
| 10 Year | +13.48% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.51% |
| 3Y Volatility | 16.35% |
| 3Y Sharpe Ratio | 0.88 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 50.89% |
| Mid Cap | 46.76% |
| Small Cap | 2.09% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 93.02% |
| Technology | 6.47% |
| Basic Materials | 0.33% |
| Consumer Cyclicals | 0.18% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 24.59x |
| Portfolio P/B | 6x |
| Portfolio P/S | 2.76x |
| Holdings Turnover | 9.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Caterpillar | 6.92% |
| General Electric | 6.15% |
| RTX | 4.90% |
| GE Vernova LLC | 4.68% |
| Deere & | 3.24% |
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