AIRR vs VPU
Comparison between FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
AIRR is from the Industrials sector, while VPU is from the Utilities sector.
5-Year PerformanceAIRR has outperformed VPU, delivering a return of +24.8% compared to +9.1%
AIRR vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIRR
$11B
VPU
$11B
Expense Ratio
AIRR
0.69%
Winner
VPU
0.09%
Max Drawdown
Winner
AIRR
42.37%
VPU
48.41%
Sharpe Ratio
Winner
AIRR
1.93
VPU
0.55
5Y Beta
AIRR
1.25
Winner
VPU
0.33
P/E Ratio
AIRR
38.27
Winner
VPU
20.28
Forward P/E
AIRR
25.31
Winner
VPU
18.36
5Y Dividends CAGR
Winner
AIRR
45.34%
VPU
12.72%
5Y EPS CAGR
Winner
AIRR
22.84%
VPU
12.89%
Debt to Equity
Winner
AIRR
36.01%
VPU
127.62%
P/S Ratio
Winner
AIRR
2.29
VPU
2.87
P/B Ratio
AIRR
4.36
Winner
VPU
2.28
AIRR vs VPU - Holdings Comparison
AIRR and VPU have 1 common holdings. Overlap is 0.00%
AIRR's top 25 holdings weight is 72.27%. VPU's top 25 holdings weight is 82.90%.
| Rank | AIRR | VPU |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 6.48% | NEXTERA ENERGY INC (NEE) - 12.53% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 4.34% | SOUTHERN CO (SO) - 6.62% |
| #3 | SAIA INC (SAIA) - 4.09% | DUKE ENERGY CORP (DUK) - 6.26% |
| #4 | ARGAN INC (AGX) - 4.07% | CONSTELLATION ENERGY CORP (CEG) - 5.99% |
| #5 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 4.00% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.55% |
| #6 | EMCOR GROUP INC (EME) - 3.87% | SEMPRA (SRE) - 3.86% |
| #7 | MASTEC INC (MTZ) - 3.81% | DOMINION ENERGY INC (D) - 3.42% |
| #8 | DYCOM INDUSTRIES INC (DY) - 3.74% | VISTRA CORP (VST) - 3.32% |
| #9 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 3.19% | ENTERGY CORP (ETR) - 3.27% |
| #10 | OWENS-CORNING INC (OC) - 3.05% | XCEL ENERGY INC (XEL) - 3.05% |
| #11 | BWX TECHNOLOGIES INC (BWXT) - 2.96% | EXELON CORP (EXC) - 2.64% |
| #12 | POWELL INDUSTRIES INC (POWL) - 2.68% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.53% |
| #13 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.65% | CONSOLIDATED EDISON INC (ED) - 2.50% |
| #14 | CLEAN HARBORS INC (CLH) - 2.33% | WEC ENERGY GROUP INC (WEC) - 2.38% |
| #15 | F N B CORP (FNB) - 2.30% | PG&E CORP (PCG) - 2.27% |
| #16 | CORE & MAIN INC CLASS A (CNM) - 2.24% | DTE ENERGY CO (DTE) - 1.96% |
| #17 | KARMAN HOLDINGS INC (KRMN) - 2.13% | NRG ENERGY INC (NRG) - 1.95% |
| #18 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.05% | ATMOS ENERGY CORP (ATO) - 1.91% |
| #19 | IES HOLDINGS INC (IESC) - 2.01% | AMEREN CORP (AEE) - 1.91% |
| #20 | KIRBY CORP (KEX) - 1.86% | CENTERPOINT ENERGY INC (CNP) - 1.77% |
| #21 | AAON INC (AAON) - 1.83% | PPL CORP (PPL) - 1.72% |
| #22 | RBC BEARINGS INC (RBC) - 1.72% | EDISON INTERNATIONAL (EIX) - 1.66% |
| #23 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.70% | EVERSOURCE ENERGY (ES) - 1.65% |
| #24 | SPX TECHNOLOGIES INC (SPXC) - 1.64% | FIRSTENERGY CORP (FE) - 1.62% |
| #25 | PRIMORIS SERVICES CORP (PRIM) - 1.53% | AMERICAN WATER WORKS CO INC (AWK) - 1.56% |
| Total Holdings | 54 | 71 |
AIRR vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIRR
-1.14%
VPU
-2.65%
3M
Winner
AIRR
+13.36%
VPU
-6.00%
6M
Winner
AIRR
+29.33%
VPU
+3.11%
1Y
Winner
AIRR
+62.07%
VPU
+11.22%
5Y(CAGR)
Winner
AIRR
+24.84%
VPU
+9.09%
10Y(CAGR)
Winner
AIRR
+21.28%
VPU
+8.90%
Max(CAGR)
Winner
AIRR
+16.80%
VPU
+9.65%
AIRR vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | AIRR | VPU |
|---|---|---|
| 2026 | +26.30% | +1.48% |
| 2025 | +28.15% | +15.69% |
| 2024 | +34.63% | +21.44% |
| 2023 | +31.64% | -7.47% |
| 2022 | -2.33% | +1.95% |
| 2021 | +35.64% | +20.23% |
| 2020 | +17.89% | +0.48% |
| 2019 | +33.18% | +27.23% |
| 2018 | -20.86% | +5.28% |
| 2017 | +15.55% | +12.90% |
| 2016 | +46.48% | +18.00% |
| 2015 | -8.82% | -5.35% |
| 2014 | -6.57% | +28.95% |
| 2013 | N/A | +12.65% |
| 2012 | N/A | +3.49% |
| 2011 | N/A | +18.22% |
| 2010 | N/A | +6.57% |
| 2009 | N/A | +9.14% |
| 2008 | N/A | -27.21% |
| 2007 | N/A | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
AIRR vs VPU Drawdown Comparison
The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current AIRR drawdown is -2.88%. The current VPU drawdown is -7.71%.
| Rank | AIRR | VPU |
|---|---|---|
| #1 | -42.37% Feb 13, 2020 - Nov 9, 2020 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -28.40% Apr 2, 2014 - Aug 23, 2016 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -28.06% Sep 21, 2018 - Nov 1, 2019 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -27.95% Nov 25, 2024 - Jul 24, 2025 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -24.08% Nov 16, 2021 - Jan 13, 2023 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -15.47% Sep 1, 2023 - Dec 13, 2023 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -14.36% Mar 3, 2023 - Jun 7, 2023 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -13.09% Feb 20, 2026 - Apr 14, 2026 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -11.06% Jan 12, 2018 - Aug 21, 2018 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -10.05% Jul 31, 2024 - Sep 19, 2024 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -9.86% May 7, 2021 - Aug 11, 2021 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -9.70% Mar 12, 2021 - May 7, 2021 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -9.45% Mar 1, 2017 - Sep 19, 2017 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -9.28% Oct 29, 2025 - Dec 10, 2025 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -9.04% May 24, 2024 - Jul 16, 2024 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between AIRR and VPU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2004 - 2026)
AIRR vs VPU dividend yield comparison.
| Year | AIRR | VPU |
|---|---|---|
| 2026 | 0.05% | 0.68% |
| 2025 | 0.19% | 2.73% |
| 2024 | 0.18% | 3.02% |
| 2023 | 0.23% | 3.49% |
| 2022 | 0.12% | 2.98% |
| 2021 | 0.05% | 2.70% |
| 2020 | 0.10% | 3.17% |
| 2019 | 0.20% | 2.83% |
| 2018 | 0.43% | 3.23% |
| 2017 | 0.30% | 3.18% |
| 2016 | 0.08% | 3.19% |
| 2015 | 0.47% | 3.63% |
| 2014 | 0.38% | 3.02% |
| 2013 | 0.00% | 3.76% |
| 2012 | 0.00% | 3.98% |
| 2011 | 0.00% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.00% | 3.79% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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