Find Comparable ETFs for Vanguard Utilities Index Fund ETF Shares
Vanguard Utilities Index Fund ETF Shares
VPU - PCXThe Utilities Select Sector SPDR Fund
XLU - PCXThis ETF tracks the performance of the Utilities sector, similar to XLU, and offers a diversified approach to investing in utility companies.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 99%
R-squared: 98%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- VPU in XLU's comparables: Yes
- XLU in VPU's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 22.50 vs 17.85
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- VPU Beta: 0.54 (Low)
- XLU Beta: 0.52 (Low)
- VPU 200-day Volatility: 14.66%
- XLU 200-day Volatility: 14.75%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- VPU Price vs 200-day MA: 102%
- XLU Price vs 200-day MA: 101%
Performance Comparison:
| Period | VPU | XLU |
|---|---|---|
| Year_1 | 19% | 19% |
| Year_3 | 7% | 7% |
| Year_5 | 7% | 8% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Utilities Equities vs Utilities Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- VPU Dividend Yield: 3%
- XLU Dividend Yield: 3%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares U.S. Infrastructure ETF
IFRA - BTSThe Vanguard Utilities ETF offers a broad array of utility stocks, aligning with IFRA’s investment in infrastructure and utilities, making them comparable in sector focus.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 67%
R-squared: 45%
This indicates a moderate positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 5
- IFRA in VPU's comparables: No
- VPU in IFRA's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 13.29 vs 22.50
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IFRA Beta: 1.03 (Average)
- VPU Beta: 0.54 (Low)
- IFRA 200-day Volatility: 14.76%
- VPU 200-day Volatility: 14.66%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IFRA Price vs 200-day MA: 99%
- VPU Price vs 200-day MA: 102%
Performance Comparison:
| Period | IFRA | VPU |
|---|---|---|
| Year_1 | 15% | 19% |
| Year_3 | 10% | 7% |
| Year_5 | 13% | 7% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Utilities Equities vs Utilities Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IFRA Dividend Yield: 2%
- VPU Dividend Yield: 3%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Global X U.S. Infrastructure Development ETF
PAVE - BTS
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 45%
R-squared: 20%
This indicates a weak positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- PAVE in VPU's comparables: No
- VPU in PAVE's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 15.49 vs 22.50
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- PAVE Beta: 1.27 (High)
- VPU Beta: 0.54 (Low)
- PAVE 200-day Volatility: 18.88%
- VPU 200-day Volatility: 14.66%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- PAVE Price vs 200-day MA: 97%
- VPU Price vs 200-day MA: 102%
Performance Comparison:
| Period | PAVE | VPU |
|---|---|---|
| Year_1 | 17% | 19% |
| Year_3 | 13% | 7% |
| Year_5 | 20% | 7% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Utilities Equities vs Utilities Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- PAVE Dividend Yield: 1%
- VPU Dividend Yield: 3%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Invesco Building & Construction ETF
PKB - PCXThe Vanguard Utilities ETF includes companies involved in utilities and infrastructure, which are closely related to the building and construction industry, especially in terms of essential services.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 53%
R-squared: 28%
This indicates a moderate positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 0
- PKB in VPU's comparables: No
- VPU in PKB's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 9.23 vs 22.50
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- PKB Beta: 1.26 (High)
- VPU Beta: 0.54 (Low)
- PKB 200-day Volatility: 25.17%
- VPU 200-day Volatility: 14.66%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- PKB Price vs 200-day MA: 91%
- VPU Price vs 200-day MA: 102%
Performance Comparison:
| Period | PKB | VPU |
|---|---|---|
| Year_1 | 30% | 19% |
| Year_3 | 12% | 7% |
| Year_5 | 19% | 7% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Building & Construction vs Utilities Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- PKB Dividend Yield: 0%
- VPU Dividend Yield: 3%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Loading comparable ETFs ...