Utility Funds List

Everyone needs utilities. Here is a select list of low-cost utility funds, HOLDRS, and ETFs.

Utility Funds

IDU - Dow Jones U.S. Utilities Sector Index Fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Utilities Index. 0.48% expense ratio.

XLU - The fund invests in companies involved in water and electrical power and natural gas distribution industries. Based on the S&P 500 utility component. 0.24% expense ratio.

UTH - Utilities HOLDRS. The trust holds shares of common stock issued by specified companies that, when initially selected, were involved in the utilities industry. No expense ratio.

VPU - Vanguard Utilities (ETF). The fund seeks to track the performance of the MSCI US Investable Market Utilities Index, an index of stocks of large, medium-size, and small U.S. companies within the utilities sector. 0.25% expense ratio.

International Utility Funds

DBU - International Utilities Fund (ETF). 0.58% expense ratio.

JXI - S&P Global Utilities (ETF). 0.48% expense ratio.

Utility Indexes

Dow Jones U.S. Utilities Index

S&P 500 Utility Index

MSCI US Investable Market Utilities Index


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