October 21, 2014

Best Utilities ETFs 2014

Utilities ETFs are investing mainly in stocks of utilities companies. These exchange traded funds provide high yield income for investors. The utilities companies include gas utilities, electric utilities, and water utilities. This sector ETFs may be more volatile than other diversified ETFs.

Top ETFs

These top utilities funds are selected based on its year-to-date return in 2014. You can find the expense ratio fee, turnover rate, management, fund performance information below. Also, you will see the fund review and fund performance or return below.

Best utilities ETFs 2014 are:
    Best Utilities ETFs 2014
  1. Guggenheim S&P 500 Equal Weight Utilities ETF (RYU)
  2. SPDR Utilities Select Sector SPDR ETF (XLU)
  3. Deutsche X-trackers Regulated Utilities (UTLT)
  4. iShares US Utilities ETF (IDU)
  5. Vanguard Utilities ETF (VPU)
  6. Fidelity MSCI Utilities ETF (FUTY)
  7. First Trust Utilities AlphaDEX ETF (FXU)
  8. PowerShares DWA Utilities Momentum ETF (PUI)
  9. iShares Global Utilities ETF (JXI)

Guggenheim S&P 500 Equal Weight Utilities ETF

This ETF is tracking the performance of the S&P 500 Equal Weight Index Telecommunication Services & Utilities. The current expense fee is only 0.40%. The dividend yield is 3.24%. With total net assets of $108 million, the ETF’s share price is $72.35.

More: Top Utilities Closed End Funds 2014

Morningstar has ranked this sector ETF with 4 stars rating. In 2014, the YTD return is 17.16%. This fund has returned 15.39% over the past 3 year, and 14.67% over the past 5 year.

Top 3 sectors in its assets are multi-utilities, electric-utilities, and diversified telecommunication services. Top 5 stocks are Exelon Corporation (EXC), Duke Energy Corporation (DUK), Consolidated Edison Inc (ED), Northeast Utilities (NU), and DTE Energy Company (DTE).

SPDR Utilities Select Sector SPDR ETF

Morningstar has ranked this SPDR Utilities Select Sector SPDR ETF with 3 stars rating. The 12 month dividend yield is 3.54%. The annual expense ratio fee is 0.16%. This popular ETF has $5.77 billion of assets. This index fund invests in defensive, high-yielding United States utilities companies.

More: Top ETFs

This utilities ETF has a 3 year average return of 12.29%. Top 3 stocks are Duke Energy Corporation (DUK), Dominion Resources Inc (D), and NextEra Energy Inc (NEE).

iShares US Utilities ETF

iShares US Utilities ETF has $659 million of assets. With expense fee of 0.45%, it has a yield of 3.12%. The current share price is $107.23. Inn 2014, the YTD return is 14.54%.

Vanguard Utilities ETF

Vanguard Utilities ETF has a low expense fee of 0.14%. It invests mainly in regulated utilities, diversified utilities, and unregulated power generators, and such companies are known for their reliability and income generation. The dividend yield is 3.38%. The 3 year annualized return is 12.77%.

Fidelity MSCI Utilities ETF

Fidelity MSCI Utilities ETF is a new index ETF. It has the lowest expense ratio fee, only 0.12%. In 2014, the year to date return is 14.16%. The share price is $27.68.

Top 4 stocks in its portfolio are Duke Energy Corporation (DUK), Dominion Resources Inc (D), NextEra Energy Inc (NEE), and Southern Co (SO).

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