VPU

VPU reports 69 positions, but the weights make it behave like about 24.1 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.

• 006 Expense ratio
• 006 Maximum drawdown
• 005 Duration
• 005 Factor exposure
• 004 Total return
• 003 Standard deviation

• Data Center REITs vs. Infrastructure ETFs: Which One for Consistent Cash Flow?

  The "REITs for income, ETFs for growth" framing collapses on contact with five-year data: SRVR yields 2.6% but delivered just 0.3% annualized total return...

  20 Mar 2026 9 min ETF Analysis

• PSCU vs XLU and VPU: What Five Years of Data Say About Small-Cap Utility Exposure

  Over the trailing five years, PSCU (small-cap utilities & communication services) returned roughly 1.5% CAGR versus 9.2% for XLU and 9.0% for VPU — a gap of...

  19 Mar 2026 9 min ETF Analysis

• Utilities in a Rate-Cut Cycle: What the AI Power Demand Story Does — and Doesn't — Justify

  The "AI data center demand plus rate cuts equals utility re-rating" thesis is plausible — and largely consensus. Five-year realized data show utility ETFs...

  17 Mar 2026 10 min Macro & Markets

• Infrastructure ETFs in 2026: What XLU, VPU, IFRA, PAVE, and GRID Actually Own

  The "infrastructure" label hides three different factor bets: regulated utilities (XLU, VPU), broad cyclical infrastructure (IFRA), and concentrated...

  16 Mar 2026 10 min ETF Analysis

• VPU vs XLU: A Fee, Liquidity, and Concentration Comparison for Long-Horizon Utility Exposure

  VPU (0.09%) and XLU (0.08%) are functionally near-identical at the top of the basket — the holdings overlap is far more important than the 1 bp fee gap....

  15 Mar 2026 9 min ETF Analysis

• VOO, XLU, IFRA: What 5-Year Data Says About Three Approaches to the AI Power Build-Out

  Over five years, VOO (13.9% CAGR) beat both XLU (9.2%) and IFRA (12.8%) on raw return — the AI tailwind didn't show up in the "picks-and-shovels" trade the...

  14 Mar 2026 8 min ETF Analysis