Total return

Utilities (XLU) have returned more than 5% and have outperformed broader markets in 2018. We have considered the capital appreciation and dividends paid in a particular period to calculate the total returns. Recently, the technology (XLK) sector witnessed noteworthy weakness. The sector has fallen more than 15% since early October.

Utilities’ Returns Compared to Other Sectors in 2018

The total returns from the healthcare (XLV) sector have been 9%, while energy (XLE) stocks have returned -10% year-to-date.

Utility (VPU) (IDU) stocks offer an average dividend yield of 3.3%, which is a 150 basis point premium to broader markets’ yield and a mere 15 basis point premium to ten-year Treasury yields. Investors turned to relatively safe utilities during the market turmoil due to their stable stock price movements and superior dividend yields.

Generally, utilities offer stable dividends. To learn more, read Comparing NextEra Energy and Dominion Energy’s Dividend Profiles.

Latest articles

15 Jul

Will Amazon Prime Day 2019 Break 2018's Record?

WRITTEN BY Jitendra Parashar

This year, Amazon extended its Prime Day to 48 hours instead of the 36-hour sale in July 2018, making the 2019 event the longest Prime Day ever.

In a series of tweets on Monday, Trump today weighed in on China’s GDP growth, which came in at a 27-year low.

15 Jul

OrganiGram's Third-Quarter Earnings


On Monday morning, OrganiGram's third-quarter earnings came in as a bit of a let-down. Here's why.

Trump is reportedly planning to increase the content of US-made steel in federal projects, which would be a lifeline for US steel companies.

Huawei is preparing for “extensive layoffs” in the US, which could put the US-China trade deal on the rocks.

With Q2's Netflix earnings just around the corner, here's what you can expect from the online streaming giant and the broader streaming space.