ducovest

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

ETF | Utilities |

Last Closing

USD 172.59

Change

-0.69 (-0.40)%

Market Cap

N/A

Volume

0.16M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-24 )

Largest Industry Peers for Utilities

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

-0.40 (-0.50%)

 USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

-0.27 (-0.52%)

 USD 1.68B
UTES Virtus Reaves Utilities ETF

-0.87 (-1.26%)

 USD 0.42B
JHMU John Hancock Exchange-Traded F..

-0.01 (-0.04%)

 USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.08 (-0.20%)

 N/A
IDU iShares U.S. Utilities ETF

-0.33 (-0.32%)

 N/A
JXI iShares Global Utilities ETF

+0.10 (+0.15%)

 N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

-0.06 (-0.23%)

 N/A
SNAV Collaborative Investment .. 8.98 % 0.00 %

-0.01 (-0.23%)

 USD 0.03B

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 5.61% 63% D 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.61% 63% D 79% B-
Trailing 12 Months  
Capital Gain 31.44% 50% F 88% B+
Dividend Return 2.78% 50% F 44% F
Total Return 34.22% 50% F 88% B+
Trailing 5 Years  
Capital Gain 16.60% 38% F 54% F
Dividend Return 14.58% 75% C 46% F
Total Return 31.18% 38% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 5.50% 50% F 52% F
Dividend Return 8.50% 75% C 54% F
Total Return 3.00% 100% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 12.56% 63% D 73% C
Risk Adjusted Return 67.67% 63% D 79% B-
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