iShares Global Clean Energy ETF vs Utilities Select Sector SPDR Fund — how do they compare? iShares Global Clean Energy ETF trades at $18.54, while Utilities Select Sector SPDR Fund trades at $44.97. Which is the better fit depends on your goals.
| ICLN | XLU | |
|---|---|---|
52-Week High | $23.75 | $47.73 |
52-Week Low | $13.41 | $41.31 |
Signals from Pluang's Aura AI — not financial advice
ICLN trades at $18.52, up 0.82% today, while technical indicators show a bearish trend with moving averages signaling sell pressure. The ETF holds 105 global clean energy companies, benefiting from AI-driven electricity demand and high oil prices, yet faces policy risks. Recent news highlights its 29% YTD return outperforming the S&P 500, with a P/E of 25.7x and long-term EPS growth of 9.1% as of Seeking Alpha on June 7, 2026.
Outlook is mixed: bullish momentum from energy transition trends supports growth, but regulatory uncertainties and high valuation pose risks. Investors may see opportunity in the clean energy sector's structural shift, though volatility from policy changes requires caution.
XLU trades at $44.93, down 0.51% on the day, with a mixed technical picture showing a bullish overall signal but bearish moving averages. The ETF benefits from strong AI-driven power demand tailwinds, positioning utilities as growth plays amid sector rotation. Recent news highlights its role in the AI infrastructure boom, with defensive characteristics attracting investors during tech volatility.
Outlook is positive due to structural electricity demand growth from AI data centers, though regulatory risks and execution challenges remain. The ETF offers stable dividends and exposure to regulated utilities, with Wall Street sentiment leaning bullish on earnings potential. Key risks include grid capacity constraints and interest rate sensitivity.
Trailing returns across standard periods
The index is designed to track the performance of approximately 100 clean energy-related companies. The fund generally invests at least 80% of its assets in the component securities of the target index. The index may invest up to 20% of its assets in certain futures, trading options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
Read more on ICLN →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
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