Vanguard Utilities ETF VPU

Vanguard Utilities ETF (el Fondo) es una clase de acciones negociadas en bolsa emitidas por el Vanguard Utilities Index Fund. El Fondo sigue el rendimiento del índice Morgan Stanley Capital International United States Investable Market Utilities Index, un índice compuesto por acciones de grandes, medianas y pequeñas empresas estadounidenses en el sector de servicios públicos, según la clasificación del Global Industry Classification Standard (GICS). Este sector GICS está compuesto por empresas consideradas servicios públicos eléctricos, de gas o agua, o empresas que operan como productores y/o distribuidores independientes de energía. El sector incluye tanto instalaciones nucleares como no nucleares. El fondo intenta replicar el índice objetivo invirtiendo todos, o sustancialmente todos, sus activos en las acciones que componen el índice, manteniendo cada acción en aproximadamente la misma proporción que su ponderación en el índice. The Vanguard Group, Inc., a través de su Grupo de Acciones Cuantitativas, actúa como asesor de inversiones del Fondo.

Con 6 acciones de VPU (USD 1.034,30) habrías recibido USD 31,20 en dividendos en los últimos 12 meses.

• Zacks Investment Research 22 sept

  Should You Invest in the iShares U.S. Utilities ETF (IDU)?

  The iShares U.S. Utilities ETF (IDU) is a passively managed fund with $1.35 billion in assets tracking the Dow Jones U.S. Utilities Index. With a 0.38% expense ratio and 2.49% dividend yield, it offers diversified exposure to the utilities sector but has underperformed year-to-date, declining 2.57%. The fund holds 49 stocks with top positions in NextEra Energy (11.1%), Southern Company, and Duke Energy. Alternatives like Vanguard Utilities ETF (VPU) and State Street Utilities SPDR (XLU) offer lower expense ratios.

  

• Zacks Investment Research 16 sept

  Should You Invest in the Vanguard Utilities Index Fund ETF Shares (VPU)?

  The Vanguard Utilities Index Fund ETF Shares (VPU) is a passively managed ETF offering low-cost exposure to the utilities sector with a 0.09% expense ratio and 2.89% dividend yield. The fund has underperformed year-to-date, down 1.97%, and holds a Zacks ETF Rank of 2 (Buy). It features 71 holdings with top positions in NextEra Energy, Southern Company, and Duke Energy, making it a medium-risk option for utilities sector investors.

  

• Zacks Investment Research 9 sept

  Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

  FXU is a smart beta ETF launched in 2007 that tracks the StrataQuant Utilities Index with 97.1% allocation to utilities stocks. While it has generated 6.68% returns year-to-date and 12.11% over one year, its 0.61% expense ratio is relatively high compared to traditional alternatives like VPU (0.09%) and XLU (0.08%), making it less suitable for cost-conscious investors seeking utilities exposure.

  

• Zacks Investment Research 2 sept

  Should You Invest in the State Street Utilities Select Sector SPDR ETF (XLU)?

  XLU, a passively managed utilities sector ETF launched in 1998, offers low-cost exposure to the utilities sector with a 0.08% expense ratio and $21.9 billion in assets. The fund has delivered 1.09% year-to-date returns and 3.78% over the past year, with a medium-risk profile (beta of 0.57). It holds a Zacks ETF Rank of 2 (Buy) and is recommended as an outstanding option for utilities sector exposure, though investors should consider alternatives like FUTY and VPU.

  

• The Motley Fool 31 ago

  If a Stock Market Correction Is Coming, History Says This ETF Has Always Protected Long-Term Investors

  Vanguard's Utilities ETF (VPU) is recommended as a defensive investment option during potential market corrections. Unlike the S&P 500, utilities stocks typically outperform during bear markets due to their stable, income-generating nature. VPU holds 68 utility companies and delivered a 1% return during the 2022 market downturn when the S&P 500 fell 25%, offering investors a safer alternative with a 2.71% SEC yield.