UTSL ETF Analysis

For informational purposes only. Not financial advice.

Quick Answer

Investors should note the fund's leveraged nature and consider its potential impact on both gains and losses. Past performance does not guarantee future results.

UTSL ETF — Price, Holdings & Analysis

UTSL is an ETF focused on providing leveraged exposure to a concentrated portfolio of utility companies. The fund's top holdings include NextEra Energy Inc and Southern Co, reflecting a significant allocation to major players in the utilities industry. Investors should note the fund's leveraged nature and consider its potential impact on both gains and losses. Past performance does not guarantee future results.

ETF Overview

UTSL aims to deliver amplified returns based on the performance of a small basket of utility stocks. This ETF is designed for investors seeking to express a short-term, high-conviction view on the utilities sector. Unlike broad-based utility ETFs that may hold dozens or even hundreds of stocks, UTSL concentrates its investments in just six companies. The fund's strategy involves leveraging its positions, which can magnify both positive and negative returns compared to a non-leveraged utility ETF. The top holdings, such as NextEra Energy Inc (8.36%) and Southern Co (4.63%), indicate a preference for large-cap, established utility providers. This concentrated approach differentiates UTSL from its peers, making it a tool for tactical allocation rather than a core portfolio holding. Investors should carefully consider their risk tolerance and investment horizon before investing in UTSL. Past performance does not guarantee future results.

Risk Metrics

UTSL carries a high degree of risk due to its concentrated portfolio and leveraged strategy. With only six holdings, the performance of the ETF is heavily reliant on the performance of these specific companies, increasing concentration risk. The fund's beta of 1.60 indicates that it is significantly more volatile than the broader market, meaning it tends to amplify market movements. This leveraged exposure can lead to substantial losses if the underlying utility stocks perform poorly. Investors should be aware that the concentrated nature of the fund means that any negative news or events impacting its top holdings could have a disproportionately large impact on the ETF's overall value. Past performance does not guarantee future results.

What does UTSL hold?

Holding	Weight
NextEra Energy Inc (NEE)	8.36%
Southern Co (SO)	4.63%
Constellation Energy Corp (CEG)	4.41%
Duke Energy Corp (DUK)	4.39%
American Electric Power Co Inc (AEP)	3.09%
Sempra (SRE)	2.71%

Dividend Yield

0.00%

Risk Metrics

Beta: 1.60

Questions & Answers

What is UTSL and what does it track?

UTSL is an exchange-traded fund that seeks to provide leveraged exposure to a concentrated portfolio of utility companies. It does not track a specific index but rather invests in a small number of utility stocks, aiming to amplify their returns.

What are the top holdings in UTSL?

The top holdings in UTSL are heavily concentrated in a few utility companies. As of 2026-03-15, the top three holdings are NextEra Energy Inc (NEE) at 8.36%, Southern Co (SO) at 4.63%, and Constellation Energy Corp (CEG) at 4.41%.

These three companies alone account for a significant portion of the ETF's total assets.

Is UTSL a good long-term investment?

UTSL's suitability as a long-term investment depends on an investor's risk tolerance and investment objectives. The fund's leveraged nature and concentrated portfolio make it a higher-risk investment compared to broad-based ETFs.

With a beta of 1.60, UTSL is significantly more volatile than the overall market.

How does UTSL compare to similar ETFs?

UTSL differentiates itself from other utility ETFs through its concentrated portfolio and leveraged strategy. Unlike broad-based utility ETFs that may hold dozens or even hundreds of stocks, UTSL invests in just six companies.

This concentrated approach increases the fund's risk profile but also offers the potential for higher returns.

Does UTSL pay dividends?

According to the provided data, UTSL has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders.

Investors seeking income from their investments may want to consider other utility ETFs that offer a dividend yield.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

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