Overview Performance Dividends Metrics Financials ETFs Industry Correlations

43 Stock and 57 ETF Southern (SO) alternatives

The most close Southern (SO) alternative is ETF XLU (STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF). The correlation is 0.8669.

Stocks that highly correlated with SO

Symbol	Name	Market cap	Sector	Industry	Correlation
DUK	Duke Energy Corp	$97B	Utilities	Utilities - Regulated Electric	0.85
AEP	American Electric Power Company Inc	$72B	Utilities	Utilities - Regulated Electric	0.82
CMS	CMS Energy Corporation	$23B	Utilities	Utilities - Regulated Electric	0.81
DTE	DTE Energy Company	$31B	Utilities	Utilities - Regulated Electric	0.80
LNT	Alliant Energy Corp	$19B	Utilities	Utilities - Regulated Electric	0.80
OGE	Oge Energy Corp	$10B	Utilities	Utilities - Regulated Electric	0.77
ED	Consolidated Edison Inc	$40B	Utilities	Utilities - Regulated Electric	0.76
EVRG	Evergy Inc	$20B	Utilities	Utilities - Regulated Electric	0.76
WEC	WEC Energy Group Inc	$37B	Utilities	Utilities - Regulated Electric	0.75
ETR	Entergy Corp	$52B	Utilities	Utilities - Regulated Electric	0.75
NI	NiSource Inc	$22B	Utilities	Utilities - Regulated Gas	0.74
AEE	Ameren Corp	$31B	Utilities	Utilities - Regulated Electric	0.73
PNW	Pinnacle West Capital Corp	$13B	Utilities	Utilities - Regulated Electric	0.73
PPL	PPL Corp	$27B	Utilities	Utilities - Regulated Electric	0.72
EXC	Exelon Corp	$47B	Utilities	Utilities - Regulated Electric	0.72
PEG	Public Service Enterprise Group Inc	$40B	Utilities	Utilities - Regulated Electric	0.72
ES	Eversource Energy	$28B	Utilities	Utilities - Regulated Electric	0.71
FTS	Fortis Inc	$29B	Utilities	Utilities - Regulated Electric	0.71
POR	Portland General Electric Company	$6.04B	Utilities	Utilities - Regulated Electric	0.70
IDA	Idacorp Inc	$8.10B	Utilities	Utilities - Regulated Electric	0.69
XEL	Xcel Energy Inc	$49B	Utilities	Utilities - Regulated Electric	0.68
D	Dominion Energy Inc	$62B	Utilities	Utilities - Regulated Electric	0.68
EMA	Emera Incorporated	$16B	Utilities	Utilities - Regulated Electric	0.68
SRE	Sempra	$61B	Utilities	Utilities - Diversified	0.66
ATO	Atmos Energy Corp	$29B	Utilities	Utilities - Regulated Gas	0.66
BKH	Black Hills Corporation	$5.59B	Utilities	Utilities - Regulated Gas	0.65
KG	KING PHARMACEUTICALS INC	$77M	Financial Services	Insurance - Reinsurance	0.64
AWK	American Water Works Co. Inc	$25B	Utilities	Utilities - Regulated Water	0.64
WTRG	Essential Utilities Inc	$11B	Utilities	Utilities - Regulated Water	0.64
CNP	Centerpoint Energy Inc	$28B	Utilities	Utilities - Regulated Electric	0.62
NGG	National Grid Plc	$83B	Utilities	Utilities - Regulated Electric	0.62
NEE	NextEra Energy Inc	$186B	Utilities	Utilities - Regulated Electric	0.61
MGEE	MGE Energy Inc	$2.96B	Utilities	Utilities - Regulated Electric	0.60
SZZLU	Sizzle Acquisition Corp II - Units (1 Ord Cls A & 1 Rts)	$70M	Financial Services	Shell Companies	0.60
NWE	NorthWestern Energy Group Inc	$4.41B	Utilities	Utilities - Regulated Electric	0.60
KO	Coca-Cola Company	$355B	Consumer Defensive	Beverages - Non-alcoholic	0.60
EIX	Edison International	$30B	Utilities	Utilities - Regulated Electric	0.60
MEGI	MainStay CBRE Global Infrastructure Megatrends Fund	$812M	Financial Services	Asset Management	0.59
TACO	Berto Acquisition Corp	$314M	Financial Services	Shell Companies	0.59
FE	Firstenergy Corp	$28B	Utilities	Utilities - Regulated Electric	0.58
MCGAU	Yorkville Acquisition Corp - Units (1 Ord Cls A & 1/3 War)	$52M	Financial Services	Shell Companies	0.58
NEE-P-S	NextEra Energy Inc 7.299 Corporate Units	$113B	N/A	N/A	0.58
ADC	Agree Realty Corp	$9.32B	Real Estate	Reit - Retail	0.57

ETFs that highly correlated with SO

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
XLU	STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF	$23B	0.08%	Dec 16, 1998	0.87
IDU	ISHARES U.S. UTILITIES ETF	$1.40B	0.38%	Jun 12, 2000	0.86
FUTY	FIDELITY MSCI UTILITIES INDEX ETF	$2.30B	0.08%	Oct 21, 2013	0.86
UPW	PROSHARES ULTRA UTILITIES	$18M	N/A	Jan 30, 2007	0.86
VPU	VANGUARD UTILITIES INDEX FUND ETF SHARES	$11B	0.09%	Jan 26, 2004	0.86
RSPU	INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF	$554M	0.40%	Nov 1, 2006	0.86
UTSL	DIREXION DAILY UTILITIES BULL 3X SHARES	$46M	N/A	May 3, 2017	0.85
JXI	ISHARES GLOBAL UTILITIES ETF	$323M	0.39%	Sep 12, 2006	0.83
PUI	INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF	$77M	0.60%	Oct 26, 2005	0.82
XLUI	STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF	$22M	0.35%	Jul 29, 2025	0.81
FXU	FIRST TRUST UTILITIES ALPHADEX FUND	$815M	0.61%	May 8, 2007	0.79
DVUT	WEBS Defined Volatility XLU ETF	$273K	0.89%	Jul 22, 2025	0.78
FPWR	FIRST TRUST EIP POWER SOLUTIONS ETF	$26M	0.96%	Aug 19, 2019	0.77
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.77
UTES	VIRTUS REAVES UTILITIES ETF	$1.40B	0.49%	Sep 23, 2015	0.73
SPLV	INVESCO S&P 500 LOW VOLATILITY ETF	$7.10B	0.25%	May 5, 2011	0.67
ERH	Allspring Utilities and High Income Fund	$121M	N/A	N/A	0.65
HTD	John Hancock Tax- Advantaged Dividend Income	$942M	N/A	N/A	0.64
LVHD	FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF	$607M	0.27%	Dec 28, 2015	0.64
IGF	ISHARES GLOBAL INFRASTRUCTURE ETF	$11B	0.39%	Dec 10, 2007	0.63
UTG	Reaves Utility Income Fund	$4B	N/A	N/A	0.63
TOLZ	PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF	$191M	0.46%	Mar 25, 2014	0.63
GII	STATE STREET(R) SPDR(R) S&P(R) GLOBAL INFRASTRUCTURE ETF	$962M	0.40%	Jan 25, 2007	0.63
RNWZ	TRUESHARES EAGLE GLOBAL RENEWABLE ENERGY INCOME ETF	$6M	0.75%	Dec 7, 2022	0.63
LCDL	GRANITESHARES 2X LONG LCID DAILY ETF	N/A	N/A	Apr 21, 2025	0.62
RIFR	RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF	$43M	0.59%	May 13, 2025	0.62
FT	Franklin Universal Trust	$223M	N/A	N/A	0.62
TLTW	ISHARES 20+ YEAR TREASURY BOND BUYWRITE STRATEGY ETF	$1.90B	0.35%	Aug 18, 2022	0.62
REZ	ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF	$875M	0.48%	May 1, 2007	0.61
JCPI	JPMORGAN INFLATION MANAGED BOND ETF	$847M	0.25%	Mar 31, 2010	0.61
IBTM	ISHARES IBONDS DEC 2032 TERM TREASURY ETF	$547M	0.07%	Jul 6, 2022	0.60
XTEN	BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	$1.10B	0.08%	Sep 13, 2022	0.60
XLRE	STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF	$8.10B	0.08%	Oct 7, 2015	0.60
BILT	iShares Infrastructure Active ETF	$32M	0.60%	Jul 29, 2025	0.60
ICF	ISHARES SELECT U.S. REIT ETF	$2.10B	0.32%	Jan 29, 2001	0.59
BKGI	BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF	$1.10B	0.55%	Nov 2, 2022	0.59
UTEN	F/M US TREASURY 10 YEAR NOTE ETF	$284M	0.15%	Aug 8, 2022	0.59
NFRA	FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND	$2.90B	0.47%	Oct 8, 2013	0.59
VSTL	DEFIANCE DAILY TARGET 2X LONG VST ETF	$12M	N/A	Jul 21, 2025	0.59
PSR	INVESCO ACTIVE U.S. REAL ESTATE ETF	$57M	0.35%	Nov 20, 2008	0.59
XTWY	BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF	$262M	0.13%	Sep 13, 2022	0.59
IYR	ISHARES U.S. REAL ESTATE ETF	$4.70B	0.38%	Jun 12, 2000	0.58
DBND	DOUBLELINE OPPORTUNISTIC CORE BOND ETF	$729M	0.45%	Mar 31, 2022	0.58
XSVN	BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF	$367M	0.05%	Sep 13, 2022	0.58
BSCW	Invesco BulletShares 2032 Corporate Bond ETF	$1.50B	0.10%	Sep 8, 2022	0.58
UTF	Cohen & Steers Infrastructure Fund Inc	$3.10B	N/A	N/A	0.58
SCHH	SCHWAB U.S. REIT ETF	$11B	0.07%	Jan 13, 2011	0.58
BNDI	NEOS ENHANCED INCOME AGGREGATE BOND ETF	$182M	0.58%	Aug 29, 2022	0.58
URE	PROSHARES ULTRA REAL ESTATE	$56M	N/A	Jan 30, 2007	0.58
DURA	VANECK DURABLE HIGH DIVIDEND ETF	$37M	0.30%	Oct 30, 2018	0.58
IQRA	NYLI CBRE REAL ASSETS ETF	$6.80M	0.65%	May 9, 2023	0.57
FVD	FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	$8B	0.62%	Aug 19, 2003	0.57
HUSV	FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF	$73M	0.70%	Aug 24, 2016	0.57
XFIV	BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF	$427M	0.05%	Sep 13, 2022	0.57
VNQ	VANGUARD REAL ESTATE INDEX FUND ETF SHARES	$71B	0.13%	Sep 23, 2004	0.57
BILD	MACQUARIE GLOBAL LISTED INFRASTRUCTURE ETF	$7.40M	0.50%	Nov 28, 2023	0.57
FREL	FIDELITY MSCI REAL ESTATE INDEX ETF	$1.50B	0.08%	Feb 2, 2015	0.57