VPU:NYE-Vanguard Utilities Index Fund ETF Shares (USD)

ETF | Utilities |

Last Closing

USD 174.54

Change

+1.70 (+0.98)%

Market Cap

N/A

Volume

0.20M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU Utilities Select Sector SPDR®..

+0.25 (+0.31%)

USD 18.50B
FUTY Fidelity® MSCI Utilities Inde..

+0.50 (+0.98%)

USD 1.40B
UTES Virtus Reaves Utilities ETF

+0.75 (+1.20%)

USD 0.18B
PUI Invesco DWA Utilities Momentum..

+0.14 (+0.35%)

USD 0.06B
PSCU Invesco S&P SmallCap Utilities..

+0.05 (+0.08%)

USD 0.02B
JHMU John Hancock Exchange-Traded F..

-0.02 (-0.06%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.30 (+0.79%)

N/A
IDU iShares U.S. Utilities ETF

+1.01 (+1.00%)

N/A
JXI iShares Global Utilities ETF

+0.58 (+0.83%)

N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

+0.14 (+0.54%)

N/A
SNAV 3.04 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.34% 80% B- 89% A-
Dividend Return 1.71% 60% D- 37% F
Total Return 29.04% 80% B- 89% A-
Trailing 12 Months  
Capital Gain 26.64% 33% F 73% C
Dividend Return 3.53% 89% A- 50% F
Total Return 30.17% 56% F 73% C
Trailing 5 Years  
Capital Gain 20.76% 40% F 57% F
Dividend Return 14.17% 100% F 52% F
Total Return 34.93% 50% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.00% 25% F 46% F
Dividend Return 4.97% 75% C 48% F
Total Return 2.96% 100% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.24% 63% D 77% C+
Risk Adjusted Return 48.50% 50% F 66% D+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.