Core Insights - The Vanguard Utilities ETF (VPU) is a passively managed fund launched on January 26, 2004, aimed at providing broad exposure to the Utilities sector [1] - The Utilities - Broad sector is ranked 6th among the 16 Zacks sectors, placing it in the top 38% [2] Fund Overview - VPU has over $7.28 billion in assets, making it one of the largest ETFs in the Utilities - Broad segment [3] - The fund seeks to match the performance of the MSCI US Investable Market Utilities 25/50 Index, which includes large, mid-size, and small U.S. utility companies [3] Cost Structure - VPU has an annual operating expense ratio of 0.09%, making it one of the least expensive options in the ETF space [4] - The ETF offers a 12-month trailing dividend yield of 2.76% [4] Sector Exposure and Holdings - The ETF is heavily allocated to the Utilities sector, with approximately 99.9% of its portfolio dedicated to this sector [5] - Nextera Energy Inc (NEE) constitutes about 10.02% of total assets, with the top 10 holdings accounting for approximately 52.99% of total assets [6] Performance Metrics - As of September 1, 2025, VPU has gained about 13.29% year-to-date and 14.59% over the past year [7] - The fund has traded between $158.36 and $188.61 in the past 52 weeks, with a beta of 0.57 and a standard deviation of 17.49% over the trailing three-year period [7] Investment Alternatives - VPU holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [8] - Other alternatives in the Utilities ETF space include Fidelity MSCI Utilities Index ETF (FUTY) and Utilities Select Sector SPDR ETF (XLU), with assets of $1.95 billion and $20.90 billion respectively [9]

Core Insights - The Utilities Select Sector SPDR ETF (XLU) is a passively managed ETF launched on December 16, 1998, providing broad exposure to the Utilities sector of the equity market [1] - XLU is the largest ETF in the Utilities - Broad segment, with assets exceeding $21.55 billion, and aims to match the performance of the Utilities Select Sector Index [3] Cost and Performance - XLU has an annual operating expense ratio of 0.08%, making it the least expensive option in its category, and offers a 12-month trailing dividend yield of 2.65% [4] - The ETF has gained approximately 15.32% year-to-date and 18.3% over the past year, with a trading range between $73.09 and $87.32 in the last 52 weeks [7] Sector Exposure and Holdings - The ETF is fully allocated to the Utilities sector, with Nextera Energy Inc (NEE) representing about 12.11% of total assets, and the top 10 holdings accounting for approximately 59.19% of total assets [5][6] Risk Profile - XLU has a beta of 0.55 and a standard deviation of 17.86% over the trailing three-year period, indicating a medium risk profile with more concentrated exposure than its peers [7] Alternatives - XLU holds a Zacks ETF Rank of 2 (Buy), indicating strong potential for investors seeking exposure to the Utilities/Infrastructure ETFs segment [8] - Other alternatives include Fidelity MSCI Utilities Index ETF (FUTY) and Vanguard Utilities ETF (VPU), with respective assets of $1.98 billion and $7.42 billion [9]

Core Insights - The First Trust Utilities AlphaDEX ETF (FXU) is a passively managed ETF launched on May 8, 2007, providing broad exposure to the Utilities - Broad segment of the equity market [1] - FXU has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency, making it suitable for long-term investment [1] Fund Overview - FXU is sponsored by First Trust Advisors and has assets exceeding $1.68 billion, categorizing it as an average-sized ETF in the Utilities - Broad segment [3] - The ETF aims to match the performance of the StrataQuant Utilities Index, which uses a modified equal-dollar weighted methodology to select stocks from the Russell 1000 Index [4] Cost Structure - The annual operating expenses for FXU are 0.63%, which is relatively high compared to other ETFs in the sector, and it has a 12-month trailing dividend yield of 2.12% [5] Sector Exposure and Holdings - FXU has a significant allocation in the Utilities sector, comprising approximately 97.6% of its portfolio [6] - The top holdings include Edison International (EIX) at 4.23%, followed by Evergy, Inc. (EVRG) and PG&E Corporation (PCG), with the top 10 holdings accounting for about 40.08% of total assets [7] Performance Metrics - As of July 28, 2025, FXU has increased by about 17.43% year-to-date and approximately 32.34% over the past year, with a trading range between $34.34 and $44.12 in the last 52 weeks [8] - The ETF has a beta of 0.64 and a standard deviation of 17.33% over the trailing three-year period, indicating medium risk with more concentrated exposure than its peers [8] Alternatives - FXU has a Zacks ETF Rank of 4 (Sell), suggesting it may not be the best option for investors seeking exposure to the Utilities/Infrastructure ETFs segment [9] - Alternative ETFs include the Vanguard Utilities ETF (VPU) with $7.29 billion in assets and an expense ratio of 0.09%, and the Utilities Select Sector SPDR ETF (XLU) with $20.72 billion in assets and an expense ratio of 0.08% [10]

Core Insights - The Fidelity MSCI Utilities Index ETF (FUTY) is a passively managed ETF launched on 10/21/2013, designed to provide broad exposure to the Utilities - Broad segment of the equity market [1] - The ETF has gained popularity among institutional and retail investors due to its low cost, transparency, flexibility, and tax efficiency [1] Index Details - Sponsored by Fidelity, FUTY has over $1.90 billion in assets, making it one of the larger ETFs in the Utilities - Broad segment [3] - The ETF aims to match the performance of the MSCI USA IMI Utilities Index, which reflects the utilities sector's performance in the U.S. equity market [3] Costs - FUTY has an annual operating expense ratio of 0.08%, making it the least expensive product in its category [4] - The ETF offers a 12-month trailing dividend yield of 2.69% [4] Sector Exposure and Top Holdings - The ETF is heavily allocated in the Utilities sector, with approximately 99.90% of its portfolio [5] - Nextera Energy Inc (NEE) constitutes about 10.92% of total assets, with the top 10 holdings accounting for approximately 53.49% of total assets under management [6] Performance and Risk - As of 07/22/2025, FUTY has returned roughly 12.50% year-to-date and 22.41% over the past year [7] - The fund has traded between $45.51 and $54.12 in the past 52 weeks, with a beta of 0.58 and a standard deviation of 17.72% over the trailing three-year period, indicating medium risk [7] Alternatives - FUTY holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on asset class return, expense ratio, and momentum [8] - Other ETFs in the utilities space include Vanguard Utilities ETF (VPU) and Utilities Select Sector SPDR ETF (XLU), with VPU having $7.22 billion in assets and XLU $20.31 billion [9]

Core Viewpoint - The Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is gaining popularity among investors due to its low costs, transparency, and long-term investment potential [1][2]. Group 1: Fund Overview - RSPU is a passively managed ETF launched on November 1, 2006, designed to provide broad exposure to the Utilities - Broad segment of the equity market [1]. - The fund has amassed assets over $442.32 million, making it an average-sized ETF in its category [3]. - RSPU seeks to match the performance of the S&P 500 Equal Weight Utilities Plus Index, which equally weights the common stocks of utilities sector companies in the S&P 500 [4]. Group 2: Costs and Performance - The annual operating expenses for RSPU are 0.40%, which is competitive with most peer products [5]. - The ETF has a 12-month trailing dividend yield of 2.47% [5]. - Year-to-date, RSPU has gained approximately 12.50%, and it is up about 24.93% over the last 12 months as of July 21, 2025 [8]. Group 3: Holdings and Sector Exposure - RSPU has a 100% allocation in the Utilities sector, with Nrg Energy Inc (NRG) accounting for about 4.97% of total assets [6]. - The top 10 holdings represent approximately 36.15% of total assets under management [7]. Group 4: Alternatives and Comparisons - RSPU has a Zacks ETF Rank of 4 (Sell), indicating it may not be the best choice for investors seeking exposure to the Utilities/Infrastructure ETFs segment [9]. - Alternatives include the Vanguard Utilities ETF (VPU) and the Utilities Select Sector SPDR ETF (XLU), which have significantly larger assets and lower expense ratios [10].