This ETF is one of many options available for investors looking to establish exposure to the utilities industry in the U.S., a corner of the domestic economy that is known for low volatility and relatively high dividend yields. As such, this sector might have appeal to investors looking to dial down risk or to enhance the current returns generated from the equity side of a portfolio. Given the sector-specific focus of this fund, PUI probably isn't too appealing to those building a buy-and-hold portfolio, as exposure to utilities is included within more broad-based funds. PUI can, however, be useful for implementing a sector rotation strategy or a tactical tilt towards this corner of the market. PUI is unique from the other funds in the Utilities ETFdb Category because of the methodology used by the underlying index; this ETF is part of the Intellidex suite of products that uses a quant-based screening technique to identify stocks with the greatest potential for capital appreciation (FXU takes a generally similar approach, though many of the factors considered vary across these products). In exchange for this attempt at alpha, investors can expect to pay a bit more; this ETF is quite a bit more expensive than low cost options for utilities exposure such as FUI or XLU. For those who believe that the Intellidex methodology is able to generate excess returns over the long run, this ETF might be a preferred way to access this sector of the U.S. market. But those more comfortable with simply owning the market and keeping fees to a minimum may prefer other funds (the equal-weighted RYU may be a nice choice for those looking to avoid cap-weighting without paying for a quant-based strategy).
The adjacent table gives investors an individual Realtime Rating for PUI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Utilities Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.
This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.
This ETF is not currently available for commission free trading on any platforms.
There are 19 other ETFs in the Utilities Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of PUI relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.