Thursday, October 23, 2008

Utilities ETF's: XLU, VPU

XLU % of Holdings
VPU % of Holdings







AMER ELECTRIC POW CO AEP 3.85
AMER ELECTRIC POW CO AEP 2.74
DOMINION RES NEW D 6.15
DOMINION RES NEW D 4.64
DUKE ENERGY CP HL CO DUK 4.97
DUKE ENERGY CP HL CO DUK 3.73
ENTERGY CP ETR 4.84
ENTERGY CP ETR 3.95
EXELON CORPORATION EXC 12.17 EXELON CORPORATION EXC 10.11
FIRSTENERGY CP FE 5.41
FIRSTENERGY CP FE 4.27
F P L GROUP INC FPL 5.99
F P L GROUP INC FPL 4.31
PUB ENTRPR GP PEG 5.06
PUB ENTRPR GP PEG 3.97
PPL CORP PPL 4
PPL CORP PPL 3.31
SOUTHERN CO SO 7.03
SOUTHERN CO SO 4.54









59.47


45.57









I did a comparison of XLU and VPU. Notice that XLU has 59.5% of its holdings in the top 10, while VPU only has 45.5%. EXC is the largest holding in both. They report tomorrow. I have some UPW. I'd like for EXC to surprise to the upside!

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