QRTEP vs. VPU
Compare and contrast key facts about Qurate Retail, Inc. (QRTEP) and Vanguard Utilities ETF (VPU).
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: QRTEP or VPU.
Correlation
The correlation between QRTEP and VPU is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
QRTEP vs. VPU - Performance Comparison
Key characteristics
QRTEP:
0.31
VPU:
2.37
QRTEP:
0.77
VPU:
3.18
QRTEP:
1.09
VPU:
1.40
QRTEP:
0.22
VPU:
1.86
QRTEP:
0.75
VPU:
10.58
QRTEP:
15.36%
VPU:
3.41%
QRTEP:
37.30%
VPU:
15.29%
QRTEP:
-75.80%
VPU:
-46.31%
QRTEP:
-41.74%
VPU:
-3.59%
Returns By Period
In the year-to-date period, QRTEP achieves a 7.54% return, which is significantly higher than VPU's 4.85% return.
QRTEP
7.54%
3.60%
2.06%
8.81%
N/A
N/A
VPU
4.85%
5.14%
8.42%
33.85%
5.49%
9.21%
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Risk-Adjusted Performance
QRTEP vs. VPU — Risk-Adjusted Performance Rank
QRTEP
VPU
QRTEP vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Qurate Retail, Inc. (QRTEP) 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.
Dividends
QRTEP vs. VPU - Dividend Comparison
QRTEP's dividend yield for the trailing twelve months is around 21.56%, more than VPU's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QRTEP Qurate Retail, Inc. | 21.56% | 23.19% | 22.25% | 23.35% | 7.75% | 2.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPU Vanguard Utilities ETF | 2.88% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% |
Drawdowns
QRTEP vs. VPU - Drawdown Comparison
The maximum QRTEP drawdown since its inception was -75.80%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for QRTEP and VPU. For additional features, visit the drawdowns tool.
Volatility
QRTEP vs. VPU - Volatility Comparison
Qurate Retail, Inc. (QRTEP) has a higher volatility of 8.72% compared to Vanguard Utilities ETF (VPU) at 5.75%. This indicates that QRTEP's price experiences larger fluctuations and is considered to be riskier than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.