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

ETF | Utilities |

Last Closing

USD 169.07

Change

-3.56 (-2.06)%

Market Cap

N/A

Volume

0.13M

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: 2025-02-27 )

Largest Industry Peers for Utilities

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

-1.77 (-2.22%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

-1.09 (-2.12%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

-2.38 (-3.51%)

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

-0.05 (-0.19%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.70 (-1.72%)

N/A
IDU iShares U.S. Utilities ETF

-2.05 (-2.01%)

N/A
JXI iShares Global Utilities ETF

-1.07 (-1.58%)

N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

-0.24 (-0.91%)

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

-0.29 (-0.91%)

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 3.46% 63% D 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.46% 63% D 70% C-
Trailing 12 Months  
Capital Gain 25.82% 75% C 86% B+
Dividend Return 2.72% 50% F 44% F
Total Return 28.54% 50% F 86% B+
Trailing 5 Years  
Capital Gain 23.90% 38% F 54% F
Dividend Return 15.82% 75% C 48% F
Total Return 39.71% 38% F 52% 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