The best utilities ETFs
How to invest in the utilities sector using ETFs
With sector ETFs, you invest in a specific part of the economy, for example in the utilities sector. The most widely used standard in the financial industry for dividing the economy into sectors is the Global Industry Classification Standard (GICS). The major index providers MSCI and S&P use this standard consisting of 11 sectors and 68 assigned industries.For the classification of listed companies in each sector, the index providers analyse in which business segment companies are generating the majority of their sales and profits. Additionally, the positioning and public perception of a company are also taken into account.
How do I invest in the utilities sector?
An industry or sector index consists of all the companies of a certain sector starting from a parent index. For example, the MSCI World Utilities index tracks all companies from the utilities sector that are included in the MSCI World. A global utilities ETF thus gives you the opportunity to invest in the largest companies from the utilities sector worldwide.Sector ETFs of this type should not be mixed up with thematic ETFs. Thematic ETFs track a non-standardised industry group and a specific investment theme. We provide you with an overview of the available thematic ETFs here.
Which companies are included in utilities ETFs?
The utilities sector includes companies such as electricity, gas and water utility companies. It also includes independent power producers and energy traders. Companies active in the generation and distribution of renewable energy are included as well. Producers of fossil fuels, on the other hand, are included in the energy sector. You can invest in renewable energies specifically by using thematic clean energy ETFs.In this investment guide, you will find all ETFs that allow you to invest globally in companies from the utilities sector. For a performance comparison of the various ETF sectors, please have a look at our market overview.
Rendimiento del índice MSCI World Utilities
Utilities ETFs in comparison
ETF ISIN |
Fund size in m EUR |
TER in % |
Inception date | Use of profits | Fund domicile | Replication method |
---|---|---|---|---|---|---|
Xtrackers MSCI World Utilities UCITS ETF 1CIE00BM67HQ30 | 155 | 0,25% p.a. | 16/3/16 | Acumulación | Irlanda | Replicación física perfecta |
Lyxor MSCI World Utilities TR UCITS ETF - Acc (EUR)LU0533034558 | 38 | 0,30% p.a. | 12/8/10 | Acumulación | Luxemburgo | Swap sin fondos |
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)IE000PMX0MW6 | 29 | 0,18% p.a. | 20/9/22 | Acumulación | Irlanda | Replicación física perfecta |
SPDR MSCI World Utilits UCITS ETFIE00BYTRRH56 | 16 | 0,30% p.a. | 29/4/16 | Acumulación | Irlanda | Replicación física perfecta |
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)IE00052T92P8 | 1 | 0,18% p.a. | 20/9/22 | Distribución | Irlanda | Replicación física perfecta |
ETF ISIN |
1 month in % |
3 months in % |
6 months in % |
1 year in % |
3 years in % |
5 years in % |
---|---|---|---|---|---|---|
Xtrackers MSCI World Utilities UCITS ETF 1CIE00BM67HQ30 | -1,32% | -0,85% | -8,80% | 1,78% | 6,71% | 60,92% |
Lyxor MSCI World Utilities TR UCITS ETF - Acc (EUR)LU0533034558 | -1,58% | -1,54% | -9,27% | 1,48% | 5,21% | 57,03% |
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)IE000PMX0MW6 | 1,71% | 2,58% | - | - | - | - |
SPDR MSCI World Utilits UCITS ETFIE00BYTRRH56 | -1,34% | -0,88% | -8,81% | 1,78% | 6,63% | 60,61% |
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)IE00052T92P8 | 1,71% | 2,58% | - | - | - | - |
Source: justETF.com; As of 31/1/23