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ZAPvsXLUIETF Comparison

ETF 1

ZAP

Global X U.S. Electrification ETF

This fund is part of

Infrastructure

-0.42%

Full ZAP fund page

VS

ETF 2

XLUI

State Street Utilities Select Sector SPDR Premium Income Fund

This fund is part of

Options Strategies

-0.15%

Full XLUI fund page

Global X U.S. Electrification ETF (ZAP) belongs to the Infrastructure segment. State Street Utilities Select Sector SPDR Premium Income Fund (XLUI) is part of the Options Strategies segment. ZAP's top 3 sector exposures are Utilities, Industrials and Business Services. In contrast, XLUI's top sector exposures are Utilities, ZAP is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.35% for XLUI. ZAP is up 16.41% year-to-date (YTD) with +$184M in YTD flows. XLUI performs worse with 12.1% YTD performance, and +$20M in YTD flows. Run a side-by-side ETF comparison of ZAP and XLUI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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ZAP vs XLUI performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ZAP XLUI	-3.02%+2.17%	-0.08%+3.38%	+16.41%+12.10%	+22.38%+12.55%	n/an/a	n/an/a
Flows	ZAP XLUI	+$15M+$6M	+$56M+$15M	+$184M+$20M	+$325M+$26M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ZAP XLUI	+18.35%+13.89%	+15.67%+11.71%	n/an/a	n/an/a
Max drawdown	ZAP XLUI	-6.27%-5.86%	-7.24%-6.32%	n/an/a	n/an/a
Max drawdown duration	ZAP XLUI	49d55d	114d120d	n/an/a	n/an/a

Trading data

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	ZAP	XLUI
Last sale 7/27/2026 at 1:30 PM	$33.18	$24.76
Previous close 07/24/2026	$33.51	$25.00
Consolidated volume 07/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of June 30, 2026

1-year trailing difference

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XLUI

is actively managed and doesn’t replicate an index

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	ZAP	XLUI
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 7/27/2026 at 1:30 PM

Live

Closed

	ZAP	XLUI
Last price	$33.18	$24.76
1D performance	-0.99%	-0.96%
AuM	$475.84 M	$26.15 M
E/R	0.5%	0.35%

Characteristics

	ZAP	XLUI
Management strategy	Passive	Active
Provider	Global X	State Street Investment Management
Benchmark	Global X U.S. Electrification Index	-
N° of holdings	45	31
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 18, 2024	July 30, 2025
ESG	No	No

More ZAP data on Trackinsight

More XLUI data on Trackinsight

Exposure

Countries

ZAP

USA

90.54%

Other

9.46%

XLUI

USA

99.37%

Other

0.63%

Sectors

ZAP

Utilities

75.26%

Industrials

24.4%

Other

0.35%

XLUI

Utilities

99.37%

Other

0.63%

Diversification

ZAP

Total weight of top 15 holdings out of 15

60.74%

XLUI

Total weight of top 15 holdings out of 15

71.68%

Top 15 holdings

Data as of June 30, 2026

ZAP

Bloom Energy Corp.

5.13%

Quanta Services, Inc.

4.60%

Dominion Energy, Inc.

4.30%

American Electric Power Co., Inc.

4.00%

The Southern Co.

3.95%

Consolidated Edison, Inc.

3.93%

Xcel Energy, Inc.

3.92%

Public Service Enterprise Group, Inc.

3.92%

Entergy Corp.

3.91%

Eaton Corp. Plc

3.89%

AMETEK, Inc.

3.88%

Exelon Corp.

3.86%

Duke Energy Corp.

3.86%

Vistra Corp.

3.85%

NextEra Energy, Inc.

3.74%

XLUI

NextEra Energy, Inc.

12.85%

The Southern Co.

7.57%

Duke Energy Corp.

6.93%

Constellation Energy Corp.

5.57%

American Electric Power Co., Inc.

5.23%

Sempra

4.25%

Dominion Energy, Inc.

4.22%

Entergy Corp.

3.69%

Vistra Corp.

3.53%

Xcel Energy, Inc.

3.52%

Exelon Corp.

3.35%

Consolidated Edison, Inc.

2.86%

Public Service Enterprise Group, Inc.

2.84%

WEC Energy Group, Inc.

2.67%

PG&E Corp.

2.60%

Frequently asked questions about ZAP and XLUI

How have the ZAP and XLUI ETFs performed in 2026?

As of July 24, 2026, ZAP is up 16.41% year-to-date (YTD), while XLUI has returned 12.1%. That puts ZAP better performer ahead so far this year.

Which ETF is attracting more investor money: ZAP or XLUI?

Year-to-date, the ZAP ETF saw +$184M in flows, compared to +$20M for XLUI.

Which ETF is more volatile: ZAP or XLUI?

Over the past year, ZAP had a volatility of 15.67%, while XLUI experienced 11.71%.

Which ETF is bigger: ZAP or XLUI?

As of July 24, 2026, ZAP holds $475.84 M in assets under management (AUM), while XLUI manages $26.15 M.

What sectors do the ZAP and XLUI ETFs invest in?

ZAP leans toward sectors like Utilities and Industrials. Meanwhile, XLUI focuses on Utilities.

What are the top holdings of the ZAP ETF and XLUI ETF?

ZAP top holdings include Bloom Energy Corp., Quanta Services, Inc. and Dominion Energy, Inc.. XLUI holds in its top three: NextEra Energy, Inc., The Southern Co. and Duke Energy Corp..

Which ETF is more diversified: ZAP or XLUI?

ZAP holds 45 securities with 60.74% of its assets in the top 15. XLUI has 31 securities and a top 15 weight of 71.68%.

There's an ETF for that? Electrification

January 28, 2025

ZAP

ZAPvsXLUIETF Comparison

Global X U.S. Electrification ETF

State Street Utilities Select Sector SPDR Premium Income Fund

ZAP vs XLUI performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the ZAP and XLUI ETFs performed in 2026?

As of July 24, 2026, ZAP is up 16.41% year-to-date (YTD), while XLUI has returned 12.1%. That puts ZAP better performer ahead so far this year.

Which ETF is attracting more investor money: ZAP or XLUI?

Year-to-date, the ZAP ETF saw +$184M in flows, compared to +$20M for XLUI.

Which ETF is more volatile: ZAP or XLUI?

Over the past year, ZAP had a volatility of 15.67%, while XLUI experienced 11.71%.

Which ETF is bigger: ZAP or XLUI?

As of July 24, 2026, ZAP holds $475.84 M in assets under management (AUM), while XLUI manages $26.15 M.

What sectors do the ZAP and XLUI ETFs invest in?

ZAP leans toward sectors like Utilities and Industrials. Meanwhile, XLUI focuses on Utilities.

What are the top holdings of the ZAP ETF and XLUI ETF?

ZAP top holdings include Bloom Energy Corp., Quanta Services, Inc. and Dominion Energy, Inc.. XLUI holds in its top three: NextEra Energy, Inc., The Southern Co. and Duke Energy Corp..

Which ETF is more diversified: ZAP or XLUI?

ZAP holds 45 securities with 60.74% of its assets in the top 15. XLUI has 31 securities and a top 15 weight of 71.68%.

There's an ETF for that? Electrification

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