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VanguardUtilitiesVPU · NYSE Arca

Vanguard Utilities ETF (VPU)

Price
$183.19
11 Sept 2026
Assets
$10.1B
Total net assets
Expense ratio
0.09%
Category 0.97%
Yield
2.83%
Trailing distributions
3Y CAGR
13.5%-1.8%
Category 15.3%
5Y CAGR
7.5%-1.3%
Category 8.8%
Loading NAV history…
Vanguard Utilities ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.5%-4.4%-8.4%+0.3%+2.1%+13.5%+7.5%+9.0%+9.4%
Utilities average-3.6%-4.6%-6.2%3.2%5.0%15.3%8.8%9.3%10.6%
Difference+0.1%+0.2%-2.1%-2.8%-2.8%-1.8%-1.3%-0.3%-1.2%

Holdings

The 10 largest positions make up 52.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NEENextEra Energy Inc11.78%
SOSouthern Co6.92%
DUKDuke Energy Corp6.34%
CEGConstellation Energy Corp5.26%
AEPAmerican Electric Power Co Inc4.52%
DDominion Energy Inc3.95%
SRESempra3.76%
VSTVistra Corp3.26%
ETREntergy Corp3.20%
XELXcel Energy Inc3.17%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.1
P/B
2.2
P/S
2.8
P/CF
9.5

Sector allocation

Share of the equity the fund holds.

99.3%Utilities3 sectors
  1. Utilities99.3%
  2. Energy0.5%
  3. Industrials0.2%

Asset mix

  • Stocks99.3%
  • Cash0.4%
  • Other0.3%

ETF details

Issuer
Vanguard
Category
Equity · Utilities
Ticker
VPU
Exchange
NYSE Arca
Inception
26 Jan 2004 (22.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.09% (category 0.97%)
Holdings turnover
6% (category 47%)
Distribution yield
2.83%
Beta, 3 years
0.44
Total net assets
$10.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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