BULIX vs. VPU
Compare and contrast key facts about American Century Utilities Fund (BULIX) and Vanguard Utilities ETF (VPU).
BULIX is managed by American Century Investments. It was launched on Feb 28, 1993. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BULIX or VPU.
Correlation
The correlation between BULIX and VPU is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BULIX vs. VPU - Performance Comparison
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Key characteristics
BULIX:
0.80
VPU:
0.85
BULIX:
1.14
VPU:
1.21
BULIX:
1.15
VPU:
1.16
BULIX:
1.01
VPU:
1.36
BULIX:
2.94
VPU:
3.43
BULIX:
4.64%
VPU:
4.07%
BULIX:
17.61%
VPU:
16.95%
BULIX:
-54.91%
VPU:
-46.31%
BULIX:
-3.31%
VPU:
-3.22%
Returns By Period
The year-to-date returns for both stocks are quite close, with BULIX having a 6.88% return and VPU slightly lower at 6.67%. Over the past 10 years, BULIX has underperformed VPU with an annualized return of 3.71%, while VPU has yielded a comparatively higher 9.43% annualized return.
BULIX
6.88%
3.38%
-1.05%
13.98%
5.06%
5.71%
3.71%
VPU
6.67%
2.26%
-0.60%
14.34%
6.50%
10.32%
9.43%
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BULIX vs. VPU - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
BULIX vs. VPU — Risk-Adjusted Performance Rank
BULIX
VPU
BULIX vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and Vanguard Utilities ETF (VPU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BULIX vs. VPU - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 2.51%, less than VPU's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 2.51% | 2.35% | 2.65% | 2.13% | 1.87% | 2.69% | 2.97% | 4.30% | 3.43% | 2.96% | 3.38% | 3.14% |
VPU Vanguard Utilities ETF | 2.92% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% |
Drawdowns
BULIX vs. VPU - Drawdown Comparison
The maximum BULIX drawdown since its inception was -54.91%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for BULIX and VPU. For additional features, visit the drawdowns tool.
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Volatility
BULIX vs. VPU - Volatility Comparison
American Century Utilities Fund (BULIX) and Vanguard Utilities ETF (VPU) have volatilities of 4.12% and 4.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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