VPUVanguard Utilities ETF
VPU Fund Description
VPU tracks a broad-based, market-cap-weighted index of US utilities companies.
VPU Factset Analytics Insight
VPU is designed to track an all-cap index of US electric, gas, and water utility companies. The index is market-cap weighted index and subject to capping limitations. The capping is designed to ensure diversity among its portfolio by limiting the weight of a single issuer to 25% of the fund’s assets. The fund may also hold independent power producers, energy traders and companies engaged in electricity using renewable sources. VPU attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the Index, in order to hold each stock in approximately the same proportion as its weighting in the Index. The index is rebalanced quarterly.
VPU MSCI ESG Analytics Insight
Vanguard Utilities ETF has an MSCI ESG Fund Rating of AA based on a score of 7.16 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Utilities ETF ranks in the 76th percentile within its peer group and in the 44th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VPU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VPU Summary Data
VPU Portfolio Data
VPU Index Data
VPU Portfolio Management
VPU Tax Exposures
VPU Fund Structure
VPU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VPU. VPU is rated a 5 out of 5.
VPU Sector/Industry Breakdown
VPU Top 10 Holdings[View All]
VPU Economic Development
VPU Performance Statistics
VPU MSCI ESG Ratings
VPU Benchmark Comparison Summary
VPU Benchmark Comparison Market Cap Size