AVUS vs VPU
Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceAVUS has outperformed VPU, delivering a return of +12.5% compared to +9.4%
AVUS vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUS
$11B
VPU
$11B
Expense Ratio
AVUS
0.15%
Winner
VPU
0.09%
Max Drawdown
Winner
AVUS
37.04%
VPU
48.41%
Sharpe Ratio
Winner
AVUS
2.24
VPU
0.74
5Y Beta
AVUS
0.98
Winner
VPU
0.34
P/E Ratio
AVUS
24.45
Winner
VPU
21.08
Forward P/E
Winner
AVUS
18.33
VPU
18.99
5Y Dividends CAGR
Winner
AVUS
14.19%
VPU
12.72%
5Y EPS CAGR
Winner
AVUS
23.68%
VPU
12.68%
Debt to Equity
AVUS
N/A
VPU
130.57%
P/S Ratio
Winner
AVUS
2.25
VPU
2.93
P/B Ratio
AVUS
3.91
Winner
VPU
2.39
AVUS vs VPU - Holdings Comparison
AVUS and VPU have 55 common holdings. Overlap is 2.51%
AVUS's top 25 holdings weight is 37.92%. VPU's top 25 holdings weight is 83.01%.
| Rank | AVUS | VPU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.90% | NEXTERA ENERGY INC (NEE) - 12.15% |
| #2 | APPLE INC (AAPL) - 4.85% | SOUTHERN CO (SO) - 6.75% |
| #3 | MICROSOFT CORP (MSFT) - 3.53% | DUKE ENERGY CORP (DUK) - 6.47% |
| #4 | AMAZON.COM INC (AMZN) - 3.21% | CONSTELLATION ENERGY CORP (CEG) - 5.46% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.36% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | SEMPRA (SRE) - 4.03% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | DOMINION ENERGY INC (D) - 3.35% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.34% | VISTRA CORP (VST) - 3.24% |
| #9 | EXXON MOBIL CORP (XOM) - 1.33% | ENTERGY CORP (ETR) - 3.19% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.09% | XCEL ENERGY INC (XEL) - 2.98% |
| #11 | BROADCOM INC (AVGO) - 1.01% | EXELON CORP (EXC) - 2.87% |
| #12 | LAM RESEARCH CORP (LRCX) - 0.90% | CONSOLIDATED EDISON INC (ED) - 2.59% |
| #13 | CATERPILLAR INC (CAT) - 0.90% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% |
| #14 | TESLA INC (TSLA) - 0.80% | PG&E CORP (PCG) - 2.45% |
| #15 | WALMART INC (WMT) - 0.78% | WEC ENERGY GROUP INC (WEC) - 2.39% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | DTE ENERGY CO (DTE) - 1.93% |
| #17 | ELI LILLY AND CO (LLY) - 0.73% | ATMOS ENERGY CORP (ATO) - 1.90% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.72% | AMEREN CORP (AEE) - 1.89% |
| #19 | MERCK & CO INC (MRK) - 0.72% | NRG ENERGY INC (NRG) - 1.87% |
| #20 | VISA INC CLASS A (V) - 0.72% | EDISON INTERNATIONAL (EIX) - 1.79% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | CENTERPOINT ENERGY INC (CNP) - 1.79% |
| #22 | CHEVRON CORP (CVX) - 0.67% | PPL CORP (PPL) - 1.79% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.66% | FIRSTENERGY CORP (FE) - 1.77% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.55% | AMERICAN WATER WORKS CO INC (AWK) - 1.69% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.54% | EVERSOURCE ENERGY (ES) - 1.65% |
| Total Holdings | 1846 | 71 |
AVUS vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVUS
+7.89%
VPU
-4.05%
3M
Winner
AVUS
+6.28%
VPU
+3.43%
6M
Winner
AVUS
+14.79%
VPU
+1.10%
1Y
Winner
AVUS
+35.69%
VPU
+14.94%
5Y(CAGR)
Winner
AVUS
+12.52%
VPU
+9.36%
10Y(CAGR)
AVUS
N/A
VPU
+9.49%
Max(CAGR)
Winner
AVUS
+16.30%
VPU
+9.82%
AVUS vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | AVUS | VPU |
|---|---|---|
| 2026 | +10.98% | +4.25% |
| 2025 | +16.80% | +15.69% |
| 2024 | +21.05% | +21.44% |
| 2023 | +22.55% | -7.47% |
| 2022 | -14.25% | +1.95% |
| 2021 | +30.39% | +20.23% |
| 2020 | +16.67% | +0.48% |
| 2019 | +8.87% | +27.23% |
| 2018 | N/A | +5.28% |
| 2017 | N/A | +12.90% |
| 2016 | N/A | +18.00% |
| 2015 | N/A | -5.35% |
| 2014 | N/A | +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% |
AVUS vs VPU Drawdown Comparison
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current AVUS drawdown is -0.02%. The current VPU drawdown is -5.20%.
| Rank | AVUS | VPU |
|---|---|---|
| #1 | -37.04% Feb 19, 2020 - Aug 27, 2020 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -22.20% Jan 4, 2022 - Dec 13, 2023 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -19.74% Dec 4, 2024 - Jul 1, 2025 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -9.15% Sep 2, 2020 - Oct 12, 2020 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -8.68% Jul 16, 2024 - Sep 19, 2024 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -7.85% Feb 25, 2026 - Apr 14, 2026 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -6.89% Oct 12, 2020 - Nov 9, 2020 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -5.56% Nov 16, 2021 - Dec 27, 2021 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -4.24% Jan 20, 2021 - Feb 4, 2021 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -4.24% Sep 2, 2021 - Oct 19, 2021 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -4.23% May 7, 2021 - Jun 4, 2021 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -4.06% Jul 12, 2021 - Jul 29, 2021 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -4.00% Feb 24, 2021 - Mar 10, 2021 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between AVUS 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)
AVUS vs VPU dividend yield comparison.
| Year | AVUS | VPU |
|---|---|---|
| 2026 | 0.20% | 0.66% |
| 2025 | 1.08% | 2.73% |
| 2024 | 1.27% | 3.02% |
| 2023 | 1.41% | 3.49% |
| 2022 | 1.59% | 2.98% |
| 2021 | 1.08% | 2.70% |
| 2020 | 1.19% | 3.17% |
| 2019 | 0.35% | 2.83% |
| 2018 | 0.00% | 3.23% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 3.63% |
| 2014 | 0.00% | 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% |
Select Stocks to Compare
Popular: AVUS vs SPYVPU vs SPY
More Comparisons
Compare with similar stocks