Utilities
equity · 31 assets · $1.39T combined
Market overview
+734% since 1973-05 · 31 assets, equal-weighted
DCA Backtest
- Invested
- $64,000
- Value today
- $354,960
- Return
- +454.6%
- Months invested
- 640
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $158,835 today, so the real (inflation-adjusted) return is +123.5%.
Lump sum instead — $64,000 all at once in May 1973: $533,877 (+734.2%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Feb 2026): $669.02 on $700 invested (-4.4%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
31 assets. Select up to 4 to compare.
- Medium-Low Risk(1.9/5)80% ratedNextEra Energy NEEequity · utilities, multi-utilities
- Medium-Low Risk(1.8/5)80% ratedSouthern Company SOequity · utilities, electric utilities
- Medium-High Risk(2.5/5)80% ratedConstellation Energy CEGequity · utilities, electric utilities
- Medium-High Risk(2.6/5)80% ratedDuke Energy DUKequity · utilities, electric utilities
- Medium-Low Risk(2.0/5)80% ratedAmerican Electric Power AEPequity · utilities, electric utilities
- Medium-High Risk(2.4/5)80% ratedDominion Energy Dequity · utilities, multi-utilities
- Medium-Low Risk(2.0/5)80% ratedSempra SREequity · utilities, multi-utilities
- High Risk(2.8/5)80% ratedEntergy ETRequity · utilities, electric utilities
- Extreme Risk(3.3/5)80% ratedVistra Corp. VSTequity · utilities, electric utilities
- Medium-Low Risk(2.2/5)80% ratedXcel Energy XELequity · utilities, multi-utilities
- Medium-High Risk(2.3/5)80% ratedPG&E Corporation PCGequity · utilities, multi-utilities
- Medium-High Risk(2.3/5)65% ratedExelon EXCequity · utilities, electric utilities
- Medium-Low Risk(2.2/5)80% ratedConsolidated Edison EDequity · utilities, multi-utilities
- Medium-High Risk(2.5/5)80% ratedPublic Service Enterprise Group PEGequity · utilities, electric utilities
- Medium-Low Risk(1.8/5)60% ratedWEC Energy Group WECequity · utilities, electric utilities
- Medium-Low Risk(2.2/5)80% ratedAmeren AEEequity · utilities, multi-utilities
- Medium-Low Risk(1.9/5)80% ratedDTE Energy DTEequity · utilities, multi-utilities
- Low Risk(1.5/5)80% ratedAtmos Energy ATOequity · utilities, gas utilities
- Medium-Low Risk(2.2/5)80% ratedFirstEnergy FEequity · utilities, electric utilities
- High Risk(2.8/5)80% ratedEversource Energy ESequity · utilities, electric utilities
- Low Risk(1.7/5)80% ratedAmerican Water Works AWKequity · utilities, water utilities
- High Risk(3.1/5)80% ratedEdison International EIXequity · utilities, electric utilities
- Medium-Low Risk(2.0/5)80% ratedPPL Corporation PPLequity · utilities, electric utilities
- Medium-High Risk(2.3/5)80% ratedCenterPoint Energy CNPequity · utilities, multi-utilities
- High Risk(3.1/5)60% ratedNRG Energy NRGequity · utilities, independent power producers & energy traders
- Medium-High Risk(2.3/5)80% ratedCMS Energy CMSequity · utilities, multi-utilities
- Medium-Low Risk(2.1/5)80% ratedNiSource NIequity · utilities, multi-utilities
- Medium-Low Risk(2.2/5)80% ratedEvergy EVRGequity · utilities, electric utilities
- Medium-Low Risk(2.1/5)80% ratedAlliant Energy LNTequity · utilities, electric utilities
- Medium-Low Risk(2.0/5)80% ratedPinnacle West Capital PNWequity · utilities, multi-utilities
- Extreme Risk(3.4/5)60% ratedAES Corporation AESequity · utilities, independent power producers & energy traders