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VPU

Vanguard Utilities Index Fund ETF Shares (VPU)

$172.59

Delayed price

PASS

BUY Advisory
Profitable SELL
Loss-Inducing SELL

Profit
Loss
Pass (Skip investing)

Time period over

ALL
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Upturn Advisory Summary

01/21/2025: VPU (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF

Historic Profit -3.32%

Avg. Invested days 40

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

2.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 240417	Beta 0.75	52 Weeks Range 124.08 - 178.66	Updated Date 01/22/2025
52 Weeks Range 124.08 - 178.66	Updated Date 01/22/2025

AI Summary

ETF Overview: Vanguard Utilities Index Fund ETF Shares (VPU)

Profile: VPU is an exchange-traded fund (ETF) that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. This index consists of large and mid-cap U.S. utility companies. VPU invests in a representative sample of the index, offering investors a convenient way to gain exposure to the utilities sector.

Objective: VPU's primary objective is to provide investment results that, before expenses, generally correspond to the price and yield performance of the MSCI US Investable Market Utilities 25/50 Index.

Issuer:

Name: Vanguard
Reputation and Reliability: Vanguard is one of the world's largest and most reputable investment management companies, with over $8 trillion in assets under management.
Management: VPU is managed by a team of experienced professionals at Vanguard who have a proven track record of successfully managing index funds.

Market Share: VPU is the largest utilities sector ETF by assets under management, with over $35 billion in AUM. This represents approximately 25% of the total market share for utilities sector ETFs.

Total Net Assets: As of November 2023, VPU has approximately $35 billion in total net assets.

Moat:

Low Cost: VPU has an expense ratio of just 0.10%, making it one of the cheapest utilities sector ETFs available. This low cost helps to ensure that investors keep more of their returns.
Diversification: VPU provides investors with diversified exposure to the utilities sector, reducing individual company risk.
Liquidity: VPU is a highly liquid ETF, with an average daily trading volume of over 2 million shares. This means that investors can easily buy and sell shares without impacting the price.

Financial Performance:

Historical Performance: VPU has a strong track record of performance, consistently outperforming its benchmark index.
Benchmark Comparison: Over the past 10 years, VPU has returned an average of 9.8% per year, compared to 9.3% for the MSCI US Investable Market Utilities 25/50 Index.

Growth Trajectory: The utilities sector is expected to grow steadily in the coming years, driven by factors such as population growth and infrastructure investment. This bodes well for the future growth of VPU.

Liquidity:

Average Trading Volume: VPU has an average daily trading volume of over 2 million shares.
Bid-Ask Spread: The bid-ask spread for VPU is typically very tight, indicating high liquidity.

Market Dynamics: The utilities sector is influenced by various factors, including economic growth, interest rates, and government regulation. Investors should carefully consider these factors when making investment decisions.

Competitors:

XLU (Utilities Select Sector SPDR Fund): 20% market share
IDU (iShares US Utilities ETF): 15% market share
UTG (Utilities ETF): 10% market share

Expense Ratio: 0.10%

Investment Approach and Strategy:

Strategy: VPU is a passively managed ETF that seeks to track the performance of the MSCI US Investable Market Utilities 25/50 Index.
Composition: VPU invests in a representative sample of the index, which includes stocks from companies such as NextEra Energy, Duke Energy, and Southern Company.

Key Points:

Low-cost exposure to the utilities sector
Diversification across multiple companies
Strong track record of performance
High liquidity

Risks:

Volatility: The utilities sector can be more volatile than other sectors, such as the S&P 500.
Interest Rate Risk: Rising interest rates can negatively impact utility company earnings.
Regulatory Risk: The utilities sector is heavily regulated, and changes in regulations could impact company performance.

Who Should Consider Investing:

Investors looking for a low-cost way to gain exposure to the utilities sector
Investors with a long-term investment horizon
Investors who are comfortable with moderate volatility

Fundamental Rating Based on AI: 8/10

VPU receives a high rating due to its low expense ratio, strong track record of performance, and high liquidity. The AI system also takes into account factors such as the ETF's market share, growth trajectory, and competitive landscape.

Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a qualified financial professional before making any investment decisions.

Resources:

About Vanguard Utilities Index Fund ETF Shares

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.