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Strategies & Market Trends : Dividend investing for retirement

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To: Steve Felix who wrote (32258)1/6/2020 9:39:51 PM
From: Investor2  Read Replies (1) of 34328
 
I see the expense ratios are quite different.
VPU 0.1%
UTG 1.14%

Also, VPU's holdings include more conventional utility companies:

Fund Top Holdings

NextEra Energy Inc
NEE:US

11.31%


Dominion Energy Inc
D:US

6.90%


Duke Energy Corp
DUK:US

6.49%


Southern Co/The
SO:US

6.27%


American Electric Power Co Inc
AEP:US

4.56%


Exelon Corp
EXC:US

4.36%


Sempra Energy
SRE:US

4.08%


Xcel Energy Inc
XEL:US

3.20%


Public Service Enterprise Grou
PEG:US

3.03%


Consolidated Edison Inc
ED:US

2.91%

UTG's holdings extend to other industries:

Fund Top Holdings

Sempra Energy
5.52%

DTE Energy Co
5.52%

Verizon Communications Inc
4.94%

NextEra Energy Inc
4.71%

BCE Inc
BCE:CN
4.09%

Union Pacific Corp
4.02%

WEC Energy Group Inc
3.68%

Charter Communications Inc
3.67%

ONEOK Inc
3.61%

Royal Dutch Shell PLC
3.41%
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