(VPU) Vanguard Utilities - Performance 21.8% in 12m
Compare VPU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.48%
#9 in Group
Rel. Strength
79.35%
#1653 in Universe
Total Return 12m
21.83%
#7 in Group
Total Return 5y
54.02%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: VPU (21.8%) vs XLU (21.7%)
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 |
-1.24% | 36.3% | 96.5% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
0.5% | 28.7% | 74% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
0.26% | 24.9% | 67.2% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.3% | 21.1% | 56.6% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.24% | 21.9% | 54.6% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
2.98% | 21.8% | 54.9% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.2% | 21.7% | 55.5% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.31% | 21.8% | 54% | - | - | - | - | - |
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 | 0.31% | 0.20% | -6.73% |
| 3 Months | 0.86% | 0.25% | -11.93% |
| 12 Months | 21.83% | 21.68% | 7.24% |
| 5 Years | 54.02% | 55.45% | 100.61% |
| Trend Score (consistency of price movement) | VPU | XLU | S&P 500 |
| 1 Month | -7.80% | -8.8% | -63.5% |
| 3 Months | -12.0% | -22.9% | -90.3% |
| 12 Months | 71.2% | 69.6% | 60.6% |
| 5 Years | 76.2% | 77.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #5 | 0.11% | 7.55% |
| 3 Month | #7 | 0.61% | 14.5% |
| 12 Month | #8 | 0.12% | 13.6% |
| 5 Years | #8 | -0.92% | -23.2% |
FAQs
Does VPU Vanguard Utilities outperforms the market?
Yes,
over the last 12 months VPU made 21.83%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.68%.
Over the last 3 months VPU made 0.86%, while XLU made 0.25%.
Over the last 3 months VPU made 0.86%, while XLU made 0.25%.
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 | -0.13% | 7.04% | 4.40% | 14.6% |
| US NASDAQ 100 | QQQ | -0.61% | 7.67% | 4.26% | 14.2% |
| US Dow Jones Industrial 30 | DIA | 1.90% | 7.22% | 3.78% | 17.3% |
| German DAX 40 | DAX | -1.35% | 4.25% | -15.5% | 1.50% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.44% | 3.70% | 3.25% | 12.6% |
| Hongkong Hang Seng | HSI | -2.80% | 4.03% | -0.14% | 5.05% |
| India NIFTY 50 | INDA | -2.28% | -1.72% | 1.05% | 18.8% |
| Brasil Bovespa | EWZ | -4.40% | -0.15% | -0.65% | 30.6% |
VPU vs. Sectors VPU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.84% | 7.16% | -4.73% | 6.76% |
| Consumer Discretionary | XLY | -1.57% | 7.15% | -0.90% | 10.5% |
| Consumer Staples | XLP | -0.28% | -2.67% | -3.56% | 10.5% |
| Energy | XLE | -0.20% | 12.8% | 5.70% | 34.5% |
| Financial | XLF | -0.83% | 5.16% | -4.47% | 4.0% |
| Health Care | XLV | 2.14% | 8.07% | 6.62% | 24.2% |
| Industrial | XLI | 0.47% | 6.34% | 4.57% | 17.8% |
| Materials | XLB | 0.13% | 6.16% | 11.7% | 27.8% |
| Real Estate | XLRE | 0.10% | 3.54% | 4.75% | 7.10% |
| Technology | XLK | -0.40% | 9.31% | 10.6% | 20.7% |
| Utilities | XLU | -0.02% | 0.11% | 0.77% | 0.15% |
| Aerospace & Defense | XAR | 1.32% | 3.49% | -4.97% | -0.04% |
| Biotech | XBI | -3.55% | 11.3% | 15.8% | 28.3% |
| Homebuilder | XHB | -1.66% | 8.43% | 19.2% | 32.3% |
| Retail | XRT | -2.0% | 5.70% | 7.84% | 28.1% |