(VPU) Utilities Shares - Overview

ETF Category: Utilities | Exchange: NYSE ARCA (USA) | Market Cap: 8.741m USD | Total Return: 11.6% in 12m

Electric Utilities, Natural Gas, Water Utilities, Renewable Energy
Total Rating 46
Safety 57
Buy Signal -0.56
Utilities
Category Rotation: -1.4
TER: 0.10%
AUM: 8.74B
Avg Turnover: 38.8M
Risk 3d forecast
Volatility15.9%
VaR 5th Pctl2.91%
VaR vs Median2.01%
Reward TTM
Sharpe Ratio0.64
Rel. Str. IBD34.3
Rel. Str. Peer Group50
Character TTM
Beta0.177
Beta Downside0.136
Hurst Exponent0.449
Drawdowns 3y
Max DD17.34%
CAGR/Max DD0.83
CAGR/Mean DD3.48

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: VPU Utilities Shares

The Vanguard Utilities Index Fund ETF (VPU) tracks the performance of the MSCI US Investable Market Index (IMI)/Utilities 25/50. It employs a full-replication strategy, investing in a market-cap-weighted portfolio of large, mid, and small-cap U.S. utility companies. As a non-diversified fund, it maintains concentrated positions within a specific market segment.

The utilities sector primarily consists of regulated monopolies that provide essential services such as electricity, water, and natural gas. These companies typically operate under a rate-of-return model, where government regulators approve pricing based on the capital invested in infrastructure and maintenance. Because of their stable cash flows and high capital requirements, utility stocks are often sensitive to interest rate fluctuations and are frequently utilized as defensive holdings during market volatility.

Investors may find more granular data on these holdings by visiting ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate cuts increase attractiveness of high-yield utility dividends
  • Rising data center power demand boosts long-term utility revenue projections
  • Regulatory approvals for rate hikes determine utility company profit margins
  • Decarbonization capital expenditures drive rate base growth and infrastructure spending
  • Natural gas price volatility impacts operational costs and consumer utility rates
What is the price of VPU shares?

As of June 01, 2026, the stock is trading at USD 192.66 with a total of 279,657 shares traded.
Over the past week, the price has changed by -1.16%, over one month by -4.85%, over three months by -5.15% and over the past year by +11.55%.

Is VPU a buy, sell or hold?

Utilities Shares has no consensus analysts rating.