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Southern Company (The) (SO) : Free Stock Analysis Reportĭuke Energy Corporation (DUK) : Free Stock Analysis Report Vanguard Utilities ETF (VPU): ETF Research Reports
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Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. FUTY has an expense ratio of 0.08% and XLU charges 0.10%. Fidelity MSCI Utilities Index ETF has $2.08 billion in assets, Utilities Select Sector SPDR ETF has $15.09 billion. Investors might also want to consider some other ETF options in the space.įidelity MSCI Utilities Index ETF (FUTY) tracks MSCI USA IMI Utilities Index and the Utilities Select Sector SPDR ETF (XLU) tracks Utilities Select Sector Index. Thus, VPU is a sufficient option for those seeking exposure to the Utilities/Infrastructure ETFs area of the market. Vanguard Utilities ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. With about 65 holdings, it effectively diversifies company-specific risk. The ETF has a beta of 0.52 and standard deviation of 20.73% for the trailing three-year period, making it a medium risk choice in the space. (NEE) accounts for about 14.31% of total assets, followed by Duke Energy Corp. Looking at individual holdings, Nextera Energy Inc. This ETF has heaviest allocation in the Utilities sector-about 99.50% of the portfolio. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
It has a 12-month trailing dividend yield of 3.28%.Įven though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.Īnnual operating expenses for this ETF are 0.10%, making it one of the least expensive products in the space.
The MSCI US Investable Market Utilities 25/50 Index comprises of stocks of large, mid-size, and small U.S. VPU seeks to match the performance of the MSCI US Investable Market Utilities 25/50 Index before fees and expenses. It has amassed assets over $5.26 billion, making it one of the largest ETFs attempting to match the performance of the Utilities - Broad segment of the equity market. It is currently ranked 11, placing it in bottom 31%. Utilities - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. They are excellent vehicles for long term investors.Īdditionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. Designed to provide broad exposure to the Utilities - Broad segment of the equity market, the Vanguard Utilities ETF (VPU) is a passively managed exchange traded fund launched on.
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