Investment
UTILiTY FUNDS
Are utility ETFs a good investment?
When should you invest in utilities?
Vanguard Utilities ETF (VPU)
Net Assets: 7.14B YTD Daily Total Return: -1.68% 3-Year Daily Total Return: 6.36% NAV: 148.66 as of 11/11/2022 Beta (5Y Monthly): 0.61 Average Yield: 3.05% Expense Ratio (net): 0.10%
iShares Global Energy ETF (IXC)
Net Assets: 2.21B YTD Daily Total Return: 51.64% NAV: 40.51 as of 11/11/2022 PE Ratio (TTM): 3.87 Beta (5Y Monthly): 1.34 Average Yield: 3.57% Expense Ratio (net): 0.40%
SPDR S&P Oil & Gas Equipment & Services ETF (XES)
Net Assets: 42.79B YTD Daily Total Return: 69.80% NAV: 88.53 as of 11/11/2022 PE Ratio (TTM): 4.99 Beta (5Y Monthly): 1.57 Average Yield: 3.40% Expense Ratio (net): 0.10%
Invesco S&P SmallCap Energy ETF (PSCE)
Net Assets: 146.16M YTD Daily Total Return: 61.30% NAV: 11.12 as of 11/11/2022 PE Ratio (TTM): N/A Beta (5Y Monthly): 2.29 Average Yield: 1.10% Expense Ratio (net): 0.29%