SPTI vs VPU
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceVPU has outperformed SPTI, delivering a return of +7.5% compared to -0.2%
SPTI vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTI vs VPU - Historical Returns
Returns include dividend reinvestment.
SPTI vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SPTI | VPU |
|---|---|---|
| 2026 | -0.67% | +0.85% |
| 2025 | +7.38% | +15.69% |
| 2024 | +1.63% | +21.44% |
| 2023 | +3.84% | -7.47% |
| 2022 | -10.14% | +1.95% |
| 2021 | -2.58% | +20.23% |
| 2020 | +7.49% | +0.48% |
| 2019 | +6.09% | +27.23% |
| 2018 | +2.39% | +5.28% |
| 2017 | +1.11% | +12.90% |
| 2016 | +0.76% | +18.00% |
| 2015 | +1.54% | -5.35% |
| 2014 | +2.52% | +28.95% |
| 2013 | -1.21% | +12.65% |
| 2012 | +1.74% | +3.49% |
| 2011 | +6.49% | +18.22% |
| 2010 | +4.90% | +6.57% |
| 2009 | -1.02% | +9.14% |
| 2008 | +10.99% | -27.21% |
| 2007 | +7.17% | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
SPTI vs VPU Drawdown Comparison
The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current SPTI drawdown is -2.71%. The current VPU drawdown is -8.29%.
| Rank | SPTI | VPU |
|---|---|---|
| #1 | -16.12% Aug 4, 2020 - Oct 20, 2022 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -7.64% Oct 7, 2008 - Nov 14, 2008 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -4.82% Dec 18, 2008 - May 6, 2010 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -4.47% Mar 17, 2008 - Sep 15, 2008 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -3.83% Jul 5, 2016 - Dec 31, 2018 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -3.78% Nov 4, 2010 - Jun 8, 2011 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -3.06% May 2, 2013 - Oct 8, 2014 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -2.25% Sep 4, 2019 - Jan 27, 2020 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -2.07% Mar 9, 2020 - Mar 23, 2020 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -1.91% Sep 17, 2008 - Oct 6, 2008 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -1.61% Jan 30, 2015 - Sep 24, 2015 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -1.57% Jan 31, 2012 - Apr 30, 2012 | -10.00% Feb 27, 2026 - Aug 31, 2026 |
| #13 | -1.56% Oct 14, 2015 - Jan 28, 2016 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #14 | -1.46% Nov 26, 2007 - Jan 2, 2008 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #15 | -1.43% Sep 22, 2011 - Nov 23, 2011 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
Correlation
Correlation between SPTI and VPU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
SPTI vs VPU dividend yield comparison.
| Year | SPTI | VPU |
|---|---|---|
| 2026 | 2.63% | 1.38% |
| 2025 | 3.79% | 2.73% |
| 2024 | 3.77% | 3.02% |
| 2023 | 2.99% | 3.49% |
| 2022 | 1.45% | 2.98% |
| 2021 | 0.53% | 2.70% |
| 2020 | 0.75% | 3.17% |
| 2019 | 2.02% | 2.83% |
| 2018 | 1.97% | 3.23% |
| 2017 | 1.46% | 3.18% |
| 2016 | 1.23% | 3.19% |
| 2015 | 1.18% | 3.63% |
| 2014 | 1.06% | 3.02% |
| 2013 | 1.47% | 3.76% |
| 2012 | 2.08% | 3.98% |
| 2011 | 2.12% | 3.46% |
| 2010 | 2.23% | 3.79% |
| 2009 | 2.33% | 3.79% |
| 2008 | 3.08% | 3.87% |
| 2007 | 2.67% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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