Consolidated Edison, Inc. vs State Street SPDR S&P Homebuilders ETF — how do they compare? Consolidated Edison, Inc. trades at $107.62 (market cap $39.76B), while State Street SPDR S&P Homebuilders ETF trades at $107.98. The key difference: Consolidated Edison, Inc. pays a 3.27% dividend while State Street SPDR S&P Homebuilders ETF pays none, and Consolidated Edison, Inc. is trading nearer its 52-week high, State Street SPDR S&P Homebuilders ETF nearer its low. Which is the better fit depends on your goals.
| ED | XHB | |
|---|---|---|
Market Cap | $39.76B | — |
Sector | Utilities | Broad Market / Factor |
52-Week High | $115.46 | $121.36 |
52-Week Low | $95.37 | $94.86 |
Enterprise Value | $66.61B | — |
Dividend Yield | 3.27% | — |
Signals from Pluang's Aura AI — not financial advice
Consolidated Edison (ED) trades at $106.3, down 1.56% today, near the consensus price target of $103.25. Recent Q2 2026 earnings beat estimates with EPS of $0.83, though Q1 missed. The stock shows a bearish technical trend with support at $105 and resistance at $108. Fundamentals are stable with 2025 revenue of $16.92B and net income margin of 12.53%, supported by consistent dividend payments.
ED offers steady income with a 3.2% dividend yield and regulated utility stability, but faces headwinds from high debt levels and mixed analyst sentiment (62.96% hold rating). Key risks include interest rate sensitivity and capital expenditure demands for grid upgrades. The stock suits defensive investors seeking reliable dividends amid moderate growth expectations.
XHB trades at $108.22, down slightly by 0.02% today, with a bullish technical signal from moving averages but neutral oscillators. Recent news highlights mixed housing data, including a 1.6% rise in new home sales in June 2026 (Census Bureau, 2026-07-24) but a 2.4% drop in existing home sales (CNBC, 2026-07-09). The ETF benefits from a new housing affordability law (Zacks Investment Research, 2026-07-13), though financial ratios are unavailable.
Outlook is cautiously optimistic due to policy support and technical strength, but risks include high mortgage rates and volatile home sales. Investors should weigh bullish momentum against macroeconomic headwinds in the housing sector.
Trailing returns across standard periods
Con Ed is a holding company for Consolidated Edison of New York, or CECONY, and Orange & Rockland, or O&R. These utilities provide steam, natural gas, and electricity to customers in southeastern New York—including New York City—and small parts of New Jersey. The two utilities will generate nearly all of Con Ed's earnings once it closes the sale of its clean energy business to RWE. Con Ed's clean energy business owns the second-largest portfolio of utility-scale solar projects in the U.S. Following the sale, Con Ed's only non-utility earnings will come from investments in gas and electric transmission.
Read more on ED →XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →