VPU ETF Analysis: Utilities Shares | NYSE

Utilities | NYSE, USA | Market Cap: 8.892m USD | 12M Return: 11.9% | Charts, Fundamentals & Technical Analysis

Electric Utilities, Gas Utilities, Water Utilities, Multi-Utilities
Total Rating 54
Safety 67
Buy Signal -0.58
Utilities
Category Rotation: -1.8
TER: 0.10%
AUM: 8.89B
Avg Turnover: 41.3M
Risk 3d forecast
Volatility16.1%
VaR 5th Pctl2.96%
VaR vs Median2.28%
Reward TTM
Sharpe Ratio0.49
Rel. Str. IBD38.8
Rel. Str. Peer Group41.7
Character TTM
Beta0.170
Beta Downside0.131
Hurst Exponent0.413
Drawdowns 3y
Max DD15.66%
CAGR/Max DD0.91
CAGR/Mean DD3.68

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.9% 30
Feb -2.1% 15
Mar +1.6% 14
Apr +0.0% 2
May -0.2% 0
Jun -2.3% 26
Jul +2.5% 45
Aug +0.9% 9
Sep -1.8% 9
Oct +0.9% 20
Nov +0.1% 8
Dec -0.6% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: VPU Utilities Shares

The Vanguard Utilities Index Fund ETF Shares (VPU) is a passively managed exchange-traded fund that seeks to track the performance of a utilities-sector benchmark index. The fund invests in large-, mid-, and small-cap U.S. companies classified within the utilities sector under the Global Industry Classification Standard (GICS).

VPU follows a full replication strategy, aiming to hold all or substantially all of the indexs constituent stocks in roughly the same weights as the benchmark. The fund is structured as non-diversified, meaning it concentrates its holdings within a single industry rather than spreading investments across multiple sectors. Utilities sector funds typically include regulated electric and gas utilities, water companies, and independent power and renewable energy producers, businesses generally characterized by stable cash flows and dividend payouts tied to essential services.

Launched in January 2004 and listed on the NYSE, VPU is one of the larger U.S.-listed utilities ETFs, offering investors targeted exposure to defensive, infrastructure-linked companies that tend to perform differently from broader equity benchmarks across economic cycles.

Headlines to Watch Out For
  • Federal Reserve rate cuts lift utility sector valuations
  • Data center power demand accelerates utility revenue growth
  • Rate base expansion boosts regulated utility earnings outlook
What is the price of VPU shares?

As of July 28, 2026, the stock is trading at USD 197.01 with a total of 184,273 shares traded. Over the past week, the price has changed by +1.44%, over one month by -0.89%, over three months by -0.89% and over the past year by +11.90%.

Current recommended Stop Loss: 190.50 (which is 3.3% or 2.3 ATR below the current price).

Is VPU a buy, sell or hold?

Utilities Shares has no consensus analysts rating.