Utilities exchange-traded funds (ETF) are the ETFs which invest in the stocks of companies or other financial instruments that belong to the utility sector. The utilities sector refers to the category of stocks for utilities such as fuel and power, and may additionally include infrstructure sector companies as they are also considered as utilities. Typically, such utlity sector companies include those in the business of generating, transmitting, supplying, marketing or offering supporting services around electricity, gas and water businesses, and related integrated service providers. See a list of Water ETFs. Then there is a big variety in terms of leveraged ETFs which attempt to magnify the returns by a factor (like 2x or 3x), there are inverse ETFs belonging to the utilities sector which attempt to generate returns which are inverse of the returns generated by the benchmark index (-1x), and there are a few that offer a combination of leveraged and inverse utilities ETF (like -3x returns.) Following is the list of all 22 exchange-traded funds that FKnol has in its database for ETFs which belong to the Utilities category:
The ProShares UltraShort Utilities ETF provides 2x leveraged inverse exposure to a market-cap-weighted index that measures the performance of large US utilities companies. ...Detailed Profile Dividend Frequency: Quarterly
Category: Leveraged Equities
CHIU tracks a cap-weighted index of Chinese large- and midcap companies in the utilities sector. The index includes A shares. ...Detailed Profile Dividend Frequency: Annually
Category: China Equities
The Invesco S&P SmallCap Utilities & Communication Services ETF tracks a market-cap-weighted index of small-cap US utilities and telecommunication services companies. Its selection universe is limited to the S&P SmallCap 600 Index. ...Detailed Profile Dividend Frequency: Quarterly
Category: Small Cap Blend Equities
ProShares DJ Brookfield Global Infrastructure ETF (TOLZ)
The ProShares DJ Brookfield Global Infrastructure ETF tracks an index of companies that derive more than 70% of cash flows from infrastructure-related businesses. ...Detailed Profile Dividend Frequency: Quarterly
Category: Large Cap Blend Equities
The ProShares Ultra Utilities ETF provides 2x leveraged exposure to a price-weighted index that measures the performance of large US utilities companies. ...Detailed Profile Dividend Frequency: Quarterly
Category: Leveraged Equities
The SPDR S&P Global Infrastructure ETF tracks a market-cap-weighted index of 75 infrastructure companies, from developed and emerging markets, that operate in the energy, transportation, or utility sectors. ...Detailed Profile Dividend Frequency: Semi-Annually
Category: Large Cap Blend Equities
The iShares S&P Global Infrastructure ETF tracks a market-cap-weighted index of global infrastructure companies. ...Detailed Profile Dividend Frequency: Semi-Annually
Category: Large Cap Blend Equities
The Direxion Daily Utilities Bull 3x Shares ETF tracks a modified-market-cap-weighted index of US utilities companies drawn from the S&P 500. ...Detailed Profile Dividend Frequency: Quarterly
Category: Leveraged Equities
The First Trust Utilities AlphaDEX Fund tracks a tiered equal-weighted index of US utilities firms selected from the Russell 1000. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
The Reaves Utilities ETF is an actively managed ETF that holds US-listed utility stocks. UTES' managers aim to outperform the sector by selecting and weighting stocks based on fundamental, growth and risk metrics. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
ECLN tracks an index of developed-economy equities of companies committed to a reduction of carbon emissions. ...Detailed Profile Dividend Frequency:
Category: Utilities Equities
The John Hancock Multifactor Utilities ETF tracks an index of large- and midcap US equities from the utilities sector. The index selects stocks by market caps and weights them by multiple factors: size, value, profitability and momentum. ...Detailed Profile Dividend Frequency: Semi-Annually
Category: Utilities Equities
The Invesco DWA Utilities Momentum Portfolio tracks an index of U.S. utilities firms selected and weighted by price momentum. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
The Utilities Select Sector SPDR Fund tracks a market-cap-weighted index of US utilities stocks drawn exclusively from the S&P 500. ...Detailed Profile ...Candlestick Patterns. Dividend Frequency: Quarterly
Category: Utilities Equities
The iShares U.S. Utilities ETF tracks a broad, market-cap-weighted index of US utilities stocks. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
The Fidelity MSCI Utilities Index ETF tracks a market-cap-weighted index of stocks in the US utilities sector. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
The Vanguard Utilities ETF tracks a broad-based, market-cap-weighted index of US utilities companies. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
The Global X YieldCo & Renewable Energy Income ETF tracks a market-cap-weighted index of global YieldCos and other renewable energy companies. ...Detailed Profile Dividend Frequency: Quarterly
Category: Utilities Equities
The iShares S&P Global Utilities ETF tracks a market-cap-weighted index of companies involved in the utilities industry worldwide. ...Detailed Profile Dividend Frequency: Semi-Annually
Category: Utilities Equities
In a nutshell, Utilities ETFs may invest in basket of stocks belonging to the companies that operate in the utilities industry. They may include broad-level multi-cap utilities, small-cap or large-cap U.S.-based utilities companies, and/or international utilities companies. The first type of such utilities ETF are the ones where the fund managers or the fund house offering the ETF may perform their own research to come up with a list of utilities stocks that they may consider as the winners and invest in them. The other kind of utilities ETF may take a passive investment approach and simply invest based on the popular utilities secto index by replicating the portfolio holdings of the benchmark index. The next kind of utilities ETFs may focus on a particular utility - like only electricity, only gas - while other ETFs may like to spread the investment across multiple such utilities. Few ETFs may also attempt to take the futures and options route, by taking a position in derivatives of utility contracts.
Where do Utilities ETFs Invest?
A long list of companies and different financial instruments exist where the Utilities exchange-traded funds may invest the money collected from the ETF investors. Below is a small sample of companies whose stocks may qualify for investment by Utilities ETFs, though there can be many more businesses and financial instruments where these ETFs can park the capital for returns: ▶ New Fortress Energy LLC (NFE): New Fortress Energy LLC operates as an energy infrastructure company worldwide. It funds, builds, and operates natural gas infrastructure and logistics to deliver fully integrated turnkey energy solutions that enable economic growth, enhance environmental stewardship, and transform local industries and communities. The company was founded in 1998 and is based in New York, New York. New Fortress Energy ....Full Details....Dividend History
▶ Consolidated Edison Inc (ED): Consolidated Edison, Inc. (Con Edison), incorporated on September 3, 1997, is a holding company. The Company operates through its subsidiaries, which include Consolidated Edison Company of New York, Inc. (CECONY), ....Full Details....Dividend History
▶ Duke Energy (DUK): Duke Energy Corporation (Duke Energy), incorporated on May 3, 2005, is an energy company. The Company operates through three segments: Electric Utilities and Infrastructure; Gas Utilities and Infrastructure, and Commercial ....Full Details....Dividend History
▶ Dominion Resources (D): Dominion Resources, Inc. (Dominion), incorporated on February 18, 1983, is a producer and transporter of energy. Dominion is focused on its investment in regulated electric generation, transmission and distribution and ....Full Details....Dividend History
▶ Exelon Corp. (EXC): Exelon Corporation, incorporated on February 4, 1999, is a utility services holding company. The Company, through its subsidiary, Exelon Generation Company, LLC (Generation), is engaged in the energy generation business. ....Full Details....Dividend History
▶ American Electric Power (AEP): American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers i....Full Details....Dividend History