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SPIB vs VPU

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).

5-Year PerformanceVPU has outperformed SPIB, delivering a return of +9.4% compared to +1.9%

SPIB vs VPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPIB
$11B
Winner
VPU
$11B
Expense Ratio
Winner
SPIB
0.04%
VPU
0.09%
Max Drawdown
Winner
SPIB
17.32%
VPU
48.41%
Sharpe Ratio
SPIB
0.74
Winner
VPU
0.74
5Y Beta
Winner
SPIB
0.06
VPU
0.34
P/E Ratio
SPIB
N/A
VPU
21.08
Forward P/E
SPIB
N/A
VPU
18.99
5Y Dividends CAGR
Winner
SPIB
17.29%
VPU
12.72%
5Y EPS CAGR
SPIB
N/A
VPU
12.68%
Debt to Equity
SPIB
N/A
VPU
130.57%
P/S Ratio
SPIB
N/A
VPU
2.93
P/B Ratio
SPIB
N/A
VPU
2.39

SPIB vs VPU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPIB
+0.25%
VPU
-4.05%
3M
SPIB
+0.06%
Winner
VPU
+3.43%
6M
Winner
SPIB
+1.43%
VPU
+1.10%
1Y
SPIB
+6.22%
Winner
VPU
+14.94%
5Y(CAGR)
SPIB
+1.86%
Winner
VPU
+9.36%
10Y(CAGR)
SPIB
+2.87%
Winner
VPU
+9.49%
Max(CAGR)
SPIB
+3.87%
Winner
VPU
+9.82%

SPIB vs VPU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSPIBVPU
2026+0.60%+4.25%
2025+7.91%+15.69%
2024+4.62%+21.44%
2023+6.97%-7.47%
2022-9.31%+1.95%
2021-1.13%+20.23%
2020+7.69%+0.48%
2019+10.13%+27.23%
2018-0.40%+5.28%
2017+3.73%+12.90%
2016+3.88%+18.00%
2015+0.16%-5.35%
2014+4.26%+28.95%
2013-0.46%+12.65%
2012+8.54%+3.49%
2011+5.90%+18.22%
2010+6.96%+6.57%
2009+8.44%+9.14%
2008N/A-27.21%
2007N/A+16.61%
2006N/A+19.41%
2005N/A+16.00%
2004N/A+20.60%

SPIB vs VPU Drawdown Comparison

The maximum drawdown for SPIB was -14.94%, occurring on Mar 19, 2020. Recovery took 62 trading sessions.

The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.

The current SPIB drawdown is -0.61%. The current VPU drawdown is -5.20%.

RankSPIBVPU
#1-14.94%
Mar 4, 2020 - Jun 2, 2020
-46.30%
Dec 10, 2007 - Jun 6, 2012
#2-14.80%
Aug 3, 2021 - Sep 4, 2024
-36.43%
Feb 18, 2020 - Aug 13, 2021
#3-5.36%
Feb 20, 2009 - May 7, 2009
-25.15%
Sep 12, 2022 - Aug 1, 2024
#4-4.59%
May 2, 2013 - Apr 8, 2014
-16.15%
Jan 29, 2015 - Mar 8, 2016
#5-3.75%
Nov 4, 2010 - Apr 29, 2011
-15.28%
Apr 8, 2022 - Aug 12, 2022
#6-2.98%
Sep 6, 2016 - Apr 18, 2017
-15.14%
Nov 14, 2017 - Sep 6, 2018
#7-2.88%
Aug 10, 2011 - Nov 3, 2011
-12.17%
May 21, 2007 - Dec 3, 2007
#8-2.83%
Sep 7, 2017 - Jan 23, 2019
-11.88%
Oct 3, 2005 - Jul 19, 2006
#9-2.55%
Dec 31, 2020 - Jul 20, 2021
-11.58%
Jul 6, 2016 - Feb 28, 2017
#10-2.44%
Oct 1, 2024 - Feb 25, 2025
-11.02%
Apr 30, 2013 - Feb 13, 2014
#11-2.12%
Apr 17, 2015 - Mar 16, 2016
-10.23%
Nov 29, 2024 - May 16, 2025
#12-2.02%
Feb 27, 2026 - Mar 26, 2026
-9.44%
Dec 31, 2021 - Mar 24, 2022
#13-1.98%
Apr 3, 2025 - Apr 29, 2025
-9.39%
Jul 30, 2012 - Feb 11, 2013
#14-1.85%
Jun 3, 2009 - Jun 25, 2009
-9.27%
Jun 30, 2014 - Oct 23, 2014
#15-1.77%
May 6, 2010 - Jun 29, 2010
-9.21%
Apr 1, 2004 - Jul 19, 2004

Correlation

Correlation between SPIB and VPU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2004 - 2026)

SPIB vs VPU dividend yield comparison.

YearSPIBVPU
20261.47%0.66%
20254.42%2.73%
20244.41%3.02%
20233.84%3.49%
20222.65%2.98%
20211.58%2.70%
20202.18%3.17%
20193.03%2.83%
20183.04%3.23%
20172.79%3.18%
20162.68%3.19%
20152.69%3.63%
20142.65%3.02%
20133.04%3.76%
20123.28%3.98%
20113.70%3.46%
20104.16%3.79%
20094.25%3.79%
20080.00%3.87%
20070.00%2.50%
20060.00%2.85%
20050.00%2.92%
20040.00%2.64%

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