Tractor Supply Co vs Utilities Select Sector SPDR Fund — how do they compare? Tractor Supply Co trades at $33.64 (market cap $17.44B), while Utilities Select Sector SPDR Fund trades at $41.37 (market cap $23.60B). The key difference: Utilities Select Sector SPDR Fund is the larger of the two by market cap, and Tractor Supply Co pays a 2.87% dividend while Utilities Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tractor Supply Co for 89 Days and Utilities Select Sector SPDR Fund for 80 Days on average.
| TSCO | XLU | |
|---|---|---|
Market Cap | $17.44B | $23.60B |
Volume | 10,598,723 | 28,758,237 |
Sector | Consumer Cyclical | — |
52-Week High | $56.37 | $47.73 |
52-Week Low | $29.14 | $39.25 |
Typical Hold Time | 89 Days | 80 Days |
Enterprise Value | $23.76B | — |
Dividend Yield | 2.87% | — |
Signals from Pluang's Aura AI — not financial advice
Tractor Supply (TSCO) trades at $33.64, up 3.43% today, with a bullish technical signal from moving averages but mixed oscillators. Revenue grew to $15.52B in 2025, though net income margin has declined to 6.42%. Recent earnings have missed expectations, and cash flow trends show variability. The company maintains a strong dividend streak and continues community investments, as highlighted in recent news.
The outlook is mixed: analyst consensus is a Buy with a $36.76 target, but consecutive earnings misses and margin pressure pose risks. Upside hinges on execution amid cyclical challenges, while institutional selling and competitive threats warrant caution for investors seeking stability.
XLU trades at $41.35, up 0.49% with a mixed technical signal showing bullish moving averages but neutral oscillators. The ETF recently hit 52-week lows amid utility sector pressure from rising interest rates. Support levels cluster around $40-41 with resistance at $42. Recent news highlights oversold conditions and defensive positioning opportunities.
The outlook remains cautious with interest rate sensitivity being the primary risk. Defensive characteristics may appeal during market volatility, but sector headwinds from AI power demand shifts and regulatory challenges require monitoring. Current technical positioning suggests near-term consolidation around current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →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.
Read more on XLU →