Compare · 2 funds side by side · dividends reinvested

VPU and XLU

VPUVanguard×XLUSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,983XLU · best of the two

02 / 04

VPU and XLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.79%+3.8%+0.2%+17.4%+8.4%−16.1%15.7%$24.3B1.4

Vanguard Utilities ETFSectors · Utilities0.09%2.77%+3.5%−0.1%+17.4%+8.3%−15.6%15.3%$7.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VPU 2004 · XLU 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Utilities ETF · $7.7B$14,865

VPU

XLU

State Street Utilities Select Sector SPDR ETF · $24.3B$14,983

$10,000 five years ago, dividends reinvested · they hold 88.6% in common

VPUMeasureXLU

+3.5%Year to dateJan 1 → Nov 3+3.8%

−0.1%1 yearTotal return+0.2%

+17.4%3 years · per year$10,000 became $16,199 · $16,171+17.4%

+8.3%5 years · per year$10,000 became $14,865 · $14,983+8.4%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

2.77%Trailing 12-mo yield$277 · $279 a year on $10k2.79%

−15.6%Worst dropSmaller is better−16.1%

15.3%VolatilityLower is calmer15.7%

VPUXLU Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5XLU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VPU vs XLU: Top 5 Holdings

Today

VPU

34.9%in top 5

XLU

in top 539.4%

VPUStockXLU

11.4%NEE12.6%

6.7%SO7.9%

6.4%DUK7.2%

5.7%CEG6.4%

4.7%AEP5.2%

Held in common88.6%

End-of-day Nov 3, 2026 · share of each fund

VPU vs XLU Returns, Every Period

VanguardVPU

+8.3%

5 years, per year

XLUSPDR

+8.4%

5 years, per year

VPUXLUFaded: behind in that period

0–3XLU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VPU vs XLU

YTD

VanguardVPU

+3.5%

XLUSPDR

+3.8%

+3.5%Year to date+3.8%

−15.6%Worst drop · 1Y−16.1%

15.3%Volatility · 1Y15.7%

2.8%Yield2.8%

$7.7BAssets$24.3B

2–1VPU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VPU, XLU

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

VPU0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VPU, XLU

2.79%highest, XLU

FundTrailing yieldYield$10k

XLU2.79%$279

VPU2.77%$277

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$271most kept, XLU

XLU$279 − $8 = $271

VPU$277 − $9 = $268

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VPU, XLU

Today

88.6%most shared, VPU and XLU

VPUXLU

VPU—88.6%

XLU88.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.2%XLU, at 15.7% volatility

VPUWorst drop−15.6%15.3% vol

XLUWorst drop−16.1%15.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLUVPU

+3.8%Year to date+3.5%

2.8%Yield2.8%

+0.2%Past year−0.1%

0.08%Fee0.09%

3–0XLU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026