ducovest

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

ETF | Utilities |

Last Closing

USD 171.47

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.15M

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: 2025-03-02 )

Largest Industry Peers for Utilities

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

N/A

 USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

N/A

 USD 1.68B
UTES Virtus Reaves Utilities ETF

N/A

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

N/A

 USD 0.02B
FXU First Trust Utilities AlphaDEX..

N/A

 N/A
IDU iShares U.S. Utilities ETF

N/A

 N/A
JXI iShares Global Utilities ETF

N/A

 N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

N/A

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

N/A

 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 4.93% 75% C 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.93% 75% C 75% C
Trailing 12 Months  
Capital Gain 28.19% 50% F 87% B+
Dividend Return 2.73% 50% F 44% F
Total Return 30.92% 38% F 87% B+
Trailing 5 Years  
Capital Gain 20.22% 38% F 53% F
Dividend Return 15.13% 75% C 46% F
Total Return 35.35% 38% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 5.67% 50% F 53% F
Dividend Return 8.67% 75% C 55% F
Total Return 3.00% 100% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 12.62% 63% D 73% C
Risk Adjusted Return 68.72% 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