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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 +8.4% compared to -0.1%

SPTI vs VPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPTI
$11B
VPU
$11B
Expense Ratio
Winner
SPTI
0.03%
VPU
0.09%
Max Drawdown
Winner
SPTI
18.96%
VPU
48.41%
Sharpe Ratio
SPTI
-0.64
Winner
VPU
0.13
5Y Beta
Winner
SPTI
-0.00
VPU
0.32
P/E Ratio
SPTI
N/A
VPU
19.41
Forward P/E
SPTI
N/A
VPU
18.25
5Y Dividends CAGR
Winner
SPTI
49.35%
VPU
8.83%
5Y EPS CAGR
SPTI
N/A
VPU
12.61%
Debt to Equity
SPTI
N/A
VPU
129.34%
P/S Ratio
SPTI
N/A
VPU
2.73
P/B Ratio
SPTI
N/A
VPU
2.22

SPTI vs VPU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPTI
+0.05%
VPU
-4.25%
3M
Winner
SPTI
-0.25%
VPU
-2.73%
6M
SPTI
-0.54%
Winner
VPU
+1.72%
1Y
SPTI
+1.68%
Winner
VPU
+3.74%
5Y(CAGR)
SPTI
-0.09%
Winner
VPU
+8.35%
10Y(CAGR)
SPTI
+1.29%
Winner
VPU
+8.83%
Max(CAGR)
SPTI
+2.49%
Winner
VPU
+9.61%

SPTI vs VPU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSPTIVPU
2026-0.22%+2.21%
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%
2006N/A+19.41%
2005N/A+16.00%
2004N/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 -2.27%. The current VPU drawdown is -7.05%.

RankSPTIVPU
#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
-9.44%
Dec 31, 2021 - Mar 24, 2022
#13-1.56%
Oct 14, 2015 - Jan 28, 2016
-9.39%
Jul 30, 2012 - Feb 11, 2013
#14-1.46%
Nov 26, 2007 - Jan 2, 2008
-9.27%
Jun 30, 2014 - Oct 23, 2014
#15-1.43%
Sep 22, 2011 - Nov 23, 2011
-9.21%
Apr 1, 2004 - Jul 19, 2004

Correlation

Correlation between SPTI and VPU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2004 - 2026)

SPTI vs VPU dividend yield comparison.

YearSPTIVPU
20262.27%1.36%
20253.79%2.73%
20243.77%3.02%
20232.99%3.49%
20221.45%2.98%
20210.53%2.70%
20200.75%3.17%
20192.02%2.83%
20181.97%3.23%
20171.46%3.18%
20161.23%3.19%
20151.18%3.63%
20141.06%3.02%
20131.47%3.76%
20122.08%3.98%
20112.12%3.46%
20102.23%3.79%
20092.33%3.79%
20083.08%3.87%
20072.67%2.50%
20060.00%2.85%
20050.00%2.92%
20040.00%2.64%

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