TeraWulf Inc vs Utilities Select Sector SPDR Fund — how do they compare? TeraWulf Inc trades at $13.77 (market cap $6.81B), while Utilities Select Sector SPDR Fund trades at $41.39 (market cap $23.60B). The key difference: Utilities Select Sector SPDR Fund is far larger — about 3.5× TeraWulf Inc's market cap, and TeraWulf Inc is more actively traded (45,841,998 versus 28,758,237). Which is the better fit depends on your goals — on Pluang, investors hold TeraWulf Inc for 17 Days and Utilities Select Sector SPDR Fund for 80 Days on average.
| WULF | XLU | |
|---|---|---|
Market Cap | $6.81B | $23.60B |
Volume | 45,841,998 | 28,758,237 |
Sector | Financials | — |
52-Week High | $28.98 | $47.73 |
52-Week Low | $10.99 | $39.25 |
Typical Hold Time | 17 Days | 80 Days |
Enterprise Value | $9.43B | — |
Signals from Pluang's Aura AI — not financial advice
WULF trades at $13.65, down 5.21% today, amid a bearish technical signal and volatile AI infrastructure sector sentiment. The company reported a net loss of $661.42 million in 2025 with a negative net income margin of -392.64%, while revenue was $168.46 million. Recent news highlights its pivot to AI data centers, with stock movements influenced by sector-wide trends and analyst coverage.
Outlook remains speculative with high valuation ratios (P/S 35.73, P/B 46.24) and persistent losses posing risks, but 100% analyst buy ratings and a $34.92 consensus price target suggest long-term growth potential from AI hosting contracts. Key risks include execution challenges and competitive pressures in the evolving AI infrastructure space.
XLU trades at $41.07, down 0.19% on the day, as utility stocks face pressure from rising interest rates. The ETF recently hit 52-week lows amid sector-wide selling, though technical indicators show a mixed picture with bullish moving averages but neutral oscillators. Recent news highlights oversold conditions in utilities, with the sector experiencing its steepest monthly drop in nearly two years according to 24/7 Wall Street (2026-10-02).
The outlook remains challenged by interest rate sensitivity, but defensive characteristics could provide support if economic uncertainty persists. Key risks include continued rate hikes and regulatory headwinds, while potential catalysts include defensive rotation during market volatility and AI-driven power demand growth.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →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 →