(VPU) Vanguard Utilities - Performance 17.4% in 12m
Compare VPU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.01%
#9 in Group
Rel. Strength
75.54%
#1947 in Universe
Total Return 12m
17.35%
#11 in Group
Total Return 5y
65.43%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: VPU (17.4%) vs XLU (17.5%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
Performance Comparison: VPU vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for VPU
| Total Return (including Dividends) | VPU | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 9.49% | 9.59% | 13.81% |
| 3 Months | 2.44% | 2.12% | -6.30% |
| 12 Months | 17.35% | 17.47% | 10.65% |
| 5 Years | 65.43% | 67.52% | 107.77% |
| Trend Score (consistency of price movement) | VPU | XLU | S&P 500 |
| 1 Month | 96.2% | 95.2% | 83% |
| 3 Months | 9.50% | 2.8% | -75.3% |
| 12 Months | 69.2% | 67% | 50.1% |
| 5 Years | 76.2% | 77.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #5 | -0.09% | -3.80% |
| 3 Month | #10 | 0.31% | 9.33% |
| 12 Month | #11 | -0.11% | 6.06% |
| 5 Years | #7 | -1.25% | -20.4% |
FAQs
Does VPU Vanguard Utilities outperforms the market?
No,
over the last 12 months VPU made 17.35%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months VPU made 2.44%, while XLU made 2.12%.
Over the last 3 months VPU made 2.44%, while XLU made 2.12%.
Performance Comparison VPU vs Indeces and Sectors
VPU vs. Indices VPU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.09% | -4.32% | 7.98% | 6.70% |
| US NASDAQ 100 | QQQ | -0.28% | -7.87% | 7.77% | 5.71% |
| US Dow Jones Industrial 30 | DIA | -0.50% | -0.50% | 8.27% | 9.64% |
| German DAX 40 | DAX | -0.07% | -5.47% | -18.3% | -8.35% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.27% | -2.34% | 7.21% | 9.98% |
| Hongkong Hang Seng | HSI | -3.26% | -10.4% | -0.38% | 3.67% |
| India NIFTY 50 | INDA | 4.83% | 4.65% | 7.54% | 17.6% |
| Brasil Bovespa | EWZ | -1.14% | -7.75% | -0.72% | 25.7% |
VPU vs. Sectors VPU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.73% | -3.92% | 0.92% | -4.21% |
| Consumer Discretionary | XLY | -0.47% | -4.74% | 8.96% | 3.08% |
| Consumer Staples | XLP | 0.77% | 2.90% | 1.05% | 8.23% |
| Energy | XLE | 0.09% | 2.73% | 14.6% | 26.8% |
| Financial | XLF | -1.19% | -4.03% | 0.88% | -5.08% |
| Health Care | XLV | 2.92% | 8.62% | 13.0% | 21.4% |
| Industrial | XLI | -1.78% | -7.33% | 6.55% | 6.36% |
| Materials | XLB | 0.11% | -4.07% | 12.9% | 22.6% |
| Real Estate | XLRE | 1.23% | -2.05% | 7.23% | 1.90% |
| Technology | XLK | -1.17% | -11.7% | 10.9% | 10.3% |
| Utilities | XLU | -0.14% | -0.10% | 0.32% | -0.12% |
| Aerospace & Defense | XAR | -2.07% | -11.7% | -3.52% | -9.98% |
| Biotech | XBI | 6.50% | -2.32% | 28.1% | 29.6% |
| Homebuilder | XHB | -0.56% | -1.99% | 21.2% | 24.9% |
| Retail | XRT | -1.99% | -5.16% | 12.2% | 18.8% |