Compare · 2 funds side by side · dividends reinvested

XLU and VPU

XLUSPDR×VPUVanguard×

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

XLU and VPU, 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: XLU 1998 · VPU 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

XLU

VPU

Vanguard Utilities ETF · $7.7B$14,865

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

XLUMeasureVPU

+3.8%Year to dateJan 1 → Nov 3+3.5%

+0.2%1 yearTotal return−0.1%

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

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

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

2.79%Trailing 12-mo yield$279 · $277 a year on $10k2.77%

−16.1%Worst dropSmaller is better−15.6%

15.7%VolatilityLower is calmer15.3%

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

5–2XLU wins

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

More Ways to See the Pairs

XLU vs VPU: Top 5 Holdings

Today

XLU

39.4%in top 5

VPU

in top 534.9%

XLUStockVPU

12.6%NEE11.4%

7.9%SO6.7%

7.2%DUK6.4%

6.4%CEG5.7%

5.2%AEP4.7%

Held in common88.6%

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

XLU vs VPU Returns, Every Period

SPDRXLU

+8.4%

5 years, per year

VPUVanguard

+8.3%

5 years, per year

XLUVPUFaded: behind in that period

3–0XLU wins

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

XLU vs VPU

YTD

SPDRXLU

+3.8%

VPUVanguard

+3.5%

+3.8%Year to date+3.5%

−16.1%Worst drop · 1Y−15.6%

15.7%Volatility · 1Y15.3%

2.8%Yield2.8%

$24.3BAssets$7.7B

2–1VPU wins

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

Cost, Income and Risk

Fees: XLU, VPU

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: XLU, VPU

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: XLU, VPU

Today

88.6%most shared, XLU and VPU

XLUVPU

XLU—88.6%

VPU88.6%—

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