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

ETF | Utilities |

Last Closing

USD 171.72

Change

+0.25 (+0.15)%

Market Cap

N/A

Volume

0.16M

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: 2025-03-03 )

Largest Industry Peers for Utilities

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

+0.11 (+0.14%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

+0.11 (+0.22%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

-1.08 (-1.62%)

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

+0.04 (+0.13%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.04 (+0.10%)

N/A
IDU iShares U.S. Utilities ETF

+0.24 (+0.24%)

N/A
JXI iShares Global Utilities ETF

+0.31 (+0.46%)

N/A

ETFs Containing VPU

BTR Northern Lights Fund Trus.. 9.46 % 0.00 %

-0.37 (-1.36%)

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

-0.20 (-1.36%)

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 5.08% 50% F 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.08% 50% F 78% C+
Trailing 12 Months  
Capital Gain 26.27% 38% F 87% B+
Dividend Return 2.69% 50% F 43% F
Total Return 28.96% 38% F 87% B+
Trailing 5 Years  
Capital Gain 14.19% 38% F 53% F
Dividend Return 14.35% 75% C 45% F
Total Return 28.54% 38% F 48% 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