Vanguard Utilities ETF

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Основные параметры

Цена последней сделки 135.1
Код ценной бумаги VPU
Полное наименование Vanguard Utilities ETF
Объем 4308000000
Изм за день, % -0.0
Комиссия 0.10
Дата основания Jan 30. 2004
Ссылка ссылка
Тип актива Equity
Индекс MSCI US Investable Market Utilities 25/50 Index
Регион North America
Средний P/E 20.1
Дивиденды 3.21
5 летняя доходность 68.37
3 летняя доходность 32.78
Годовая доходность 0.51
Бета 0.34

Топ эмитентов

Эмитент Доля, %
NextEra Energy, 14.36
Duke Energy 6.79
Dominion Energy 6.57
Southern 6.3
American Electric Power 4.2
Exelon 3.99
Xcel Energy 3.53
Sempra Energy 3.49
Wec Energy Group 2.98
Public Service Enterprise Group 2.94
American Water Works 2.77
Consolidated Edison 2.54
DTE Energy 2.42
Edison International 2.31

Описание Vanguard Utilities ETF

This Vanguard ETF offers exposure to the domestic utilities sector, a corner of the U.S. market that has historically exhibited low volatility and often features an attractive distribution yield. As a sector-specific ETF, VPU is probably more appealing to investors looking to establish a shorter-term tactical tilt or make a sector rotation play than it is to those building a long-term, buy-and-hold portfolio (though utilities generally receive a relatively small weight in broad-based equity ETFs, meaning that a complementary holding could result in more balanced sector weightings).

Like most Vanguard ETFs, VPU is among the cheapest options available for investors seeking exposure to the asset class represented (XLU and FUI are also low cost options for utilities exposure). This ETF may be available for commission free trading in Vanguard accounts, potentially increasing the appeal to cost conscious investors. Another noteworthy element of this ETF is the impressive depth of holdings; VPU has considerably more individual stocks than XLU. This ETF does a relatively good job of offering up balanced exposure; though a few stocks account for significant chunks of assets, the concentration is not as significant as in some other products (those seeking to avoid cap-weighting might prefer RYU as a tool for achieving access to the utilities sector).