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

ETF | Utilities |

Last Closing

USD 165.03

Change

+0.81 (+0.49)%

Market Cap

N/A

Volume

0.16M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Utilities

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

+0.42 (+0.55%)

USD 16.76B
FUTY Fidelity® MSCI Utilities Inde..

+0.28 (+0.57%)

USD 1.64B
UTES Virtus Reaves Utilities ETF

+0.60 (+0.93%)

USD 0.28B
JHMU John Hancock Exchange-Traded F..

+0.05 (+0.19%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.24 (+0.63%)

N/A
IDU iShares U.S. Utilities ETF

+0.54 (+0.56%)

N/A
JXI iShares Global Utilities ETF

+0.30 (+0.47%)

N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

+0.25 (+0.92%)

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 20.40% 38% F 78% C+
Dividend Return 2.67% 50% F 42% F
Total Return 23.06% 50% F 77% C+
Trailing 12 Months  
Capital Gain 20.86% 50% F 79% B-
Dividend Return 2.68% 50% F 42% F
Total Return 23.53% 50% F 79% B-
Trailing 5 Years  
Capital Gain 16.33% 38% F 59% D-
Dividend Return 15.22% 75% C 50% F
Total Return 31.55% 38% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 4.06% 50% F 48% F
Dividend Return 7.05% 75% C 50% F
Total Return 2.99% 100% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 12.14% 63% D 75% C
Risk Adjusted Return 58.10% 63% D 73% C
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:

There is nothing we particularly dislike