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 0.44, 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
QRTEP vs. VPU - Performance Comparison
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Key characteristics
QRTEP:
-0.76
VPU:
0.87
QRTEP:
-1.02
VPU:
1.32
QRTEP:
0.87
VPU:
1.17
QRTEP:
-0.52
VPU:
1.50
QRTEP:
-1.68
VPU:
3.77
QRTEP:
20.10%
VPU:
4.07%
QRTEP:
43.32%
VPU:
16.90%
QRTEP:
-75.80%
VPU:
-46.31%
QRTEP:
-57.31%
VPU:
-1.87%
Returns By Period
In the year-to-date period, QRTEP achieves a -21.20% return, which is significantly lower than VPU's 8.16% return.
QRTEP
-21.20%
10.51%
-28.46%
-37.07%
-17.93%
N/A
N/A
VPU
8.16%
6.47%
2.50%
14.59%
7.41%
10.62%
9.58%
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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.
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Dividends
QRTEP vs. VPU - Dividend Comparison
QRTEP's dividend yield for the trailing twelve months is around 31.06%, more than VPU's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QRTEP Qurate Retail, Inc. | 31.06% | 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.
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Volatility
QRTEP vs. VPU - Volatility Comparison
Qurate Retail, Inc. (QRTEP) has a higher volatility of 24.33% compared to Vanguard Utilities ETF (VPU) at 3.93%. 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.
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