VPU:NYE- (USD)

ETF | Utilities |

Last Closing

USD 170.8

Change

+3.22 (+1.92)%

Market Cap

N/A

Volume

0.12M

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: 2025-03-14 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU

+1.51 (+1.95%)

USD 17.53B
FUTY

+1.00 (+2.00%)

USD 1.68B
UTES

+1.76 (+2.78%)

USD 0.42B
JHMU

-0.02 (-0.08%)

USD 0.02B
FXU

+0.76 (+1.91%)

N/A
IDU

+1.77 (+1.78%)

N/A
JXI

+1.02 (+1.52%)

N/A

ETFs Containing VPU

BTR 9.46 % 0.00 %

+0.52 (+2.05%)

N/A
SNAV 8.98 % 0.00 %

+0.32 (+2.05%)

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 4.52% 63% D 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.52% 63% D 78% C+
Trailing 12 Months  
Capital Gain 24.11% 50% F 88% B+
Dividend Return 2.65% 63% D 44% F
Total Return 26.76% 50% F 88% B+
Trailing 5 Years  
Capital Gain 36.47% 38% F 49% F
Dividend Return 16.55% 75% C 42% F
Total Return 53.01% 38% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 5.83% 50% F 53% F
Dividend Return 8.84% 75% C 55% F
Total Return 3.01% 100% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 12.64% 63% D 72% C
Risk Adjusted Return 69.93% 63% D 80% 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