VOOG vs XLU
Comparison between VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF) and THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF).
5-Year PerformanceVOOG has outperformed XLU, delivering a return of +16.4% compared to +10.3%
VOOG vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VOOG
$24B
XLU
$24B
Expense Ratio
Winner
VOOG
0.07%
XLU
0.08%
Max Drawdown
Winner
VOOG
33.14%
XLU
55.68%
Sharpe Ratio
Winner
VOOG
1.96
XLU
0.84
5Y Beta
VOOG
1.21
Winner
XLU
0.34
P/E Ratio
VOOG
32.01
Winner
XLU
21.37
Forward P/E
VOOG
25.86
Winner
XLU
18.73
PEG Ratio
Winner
VOOG
0.61
XLU
0.90
5Y Dividends CAGR
Winner
VOOG
11.71%
XLU
3.84%
5Y EPS CAGR
Winner
VOOG
34.08%
XLU
12.67%
Debt to Equity
Winner
VOOG
30.90%
XLU
131.09%
P/S Ratio
VOOG
6.26
Winner
XLU
2.99
P/B Ratio
VOOG
8.85
Winner
XLU
2.49
VOOG vs XLU - Holdings Comparison
VOOG and XLU have 7 common holdings. Overlap is 1.11%
VOOG's top 25 holdings weight is 73.29%. XLU's top 25 holdings weight is 92.16%.
| Rank | VOOG | XLU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.53% | NEXTERA ENERGY INC (NEE) - 13.91% |
| #2 | APPLE INC (AAPL) - 5.96% | SOUTHERN CO (SO) - 7.32% |
| #3 | MICROSOFT CORP (MSFT) - 5.96% | CONSTELLATION ENERGY CORP (CEG) - 6.93% |
| #4 | BROADCOM INC (AVGO) - 5.94% | DUKE ENERGY CORP (DUK) - 6.88% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.83% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.14% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.68% | SEMPRA (SRE) - 4.27% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.40% | DOMINION ENERGY INC (D) - 3.73% |
| #8 | AMAZON.COM INC (AMZN) - 4.11% | ENTERGY CORP (ETR) - 3.68% |
| #9 | TESLA INC (TSLA) - 3.78% | VISTRA CORP (VST) - 3.54% |
| #10 | ELI LILLY AND CO (LLY) - 2.68% | XCEL ENERGY INC (XEL) - 3.34% |
| #11 | VISA INC CLASS A (V) - 1.78% | EXELON CORP (EXC) - 3.28% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.76% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% | CONSOLIDATED EDISON INC (ED) - 2.73% |
| #14 | NETFLIX INC (NFLX) - 1.43% | WEC ENERGY GROUP INC (WEC) - 2.60% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.42% | PG&E CORP (PCG) - 2.49% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.27% | NRG ENERGY INC (NRG) - 2.32% |
| #17 | n/a (PLTR) - 1.20% | ATMOS ENERGY CORP (ATO) - 2.15% |
| #18 | ORACLE CORP (ORCL) - 1.05% | AMEREN CORP (AEE) - 2.14% |
| #19 | WALMART INC (WMT) - 1.02% | DTE ENERGY CO (DTE) - 2.07% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | CENTERPOINT ENERGY INC (CNP) - 1.97% |
| #21 | CATERPILLAR INC (CAT) - 0.84% | PPL CORP (PPL) - 1.92% |
| #22 | SALESFORCE INC (CRM) - 0.69% | EDISON INTERNATIONAL (EIX) - 1.84% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.64% | EVERSOURCE ENERGY (ES) - 1.79% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.62% | AMERICAN WATER WORKS CO INC (AWK) - 1.71% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.57% | FIRSTENERGY CORP (FE) - 1.65% |
| Total Holdings | 220 | 34 |
VOOG vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOOG
+11.16%
XLU
-2.59%
3M
Winner
VOOG
+13.80%
XLU
+0.56%
6M
Winner
VOOG
+10.10%
XLU
+1.96%
1Y
Winner
VOOG
+35.51%
XLU
+16.51%
5Y(CAGR)
Winner
VOOG
+16.41%
XLU
+10.31%
10Y(CAGR)
Winner
VOOG
+18.02%
XLU
+9.60%
Max(CAGR)
Winner
VOOG
+16.94%
XLU
+7.95%
VOOG vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VOOG | XLU |
|---|---|---|
| 2026 | +10.24% | +5.38% |
| 2025 | +22.07% | +15.12% |
| 2024 | +38.05% | +21.52% |
| 2023 | +31.59% | -7.17% |
| 2022 | -30.01% | +2.43% |
| 2021 | +33.81% | +20.74% |
| 2020 | +31.48% | +1.85% |
| 2019 | +31.11% | +28.12% |
| 2018 | -1.19% | +4.90% |
| 2017 | +26.26% | +12.31% |
| 2016 | +8.82% | +16.30% |
| 2015 | +5.46% | -5.35% |
| 2014 | +15.66% | +30.73% |
| 2013 | +29.59% | +11.01% |
| 2012 | +12.99% | +2.87% |
| 2011 | +3.57% | +19.04% |
| 2010 | +15.80% | +5.10% |
| 2009 | N/A | +9.16% |
| 2008 | N/A | -28.52% |
| 2007 | N/A | +18.09% |
| 2006 | N/A | +18.82% |
| 2005 | N/A | +17.72% |
| 2004 | N/A | +23.90% |
| 2003 | N/A | +23.54% |
| 2002 | N/A | -29.77% |
| 2001 | N/A | -11.65% |
| 2000 | N/A | +26.52% |
| 1999 | N/A | -5.71% |
VOOG vs XLU Drawdown Comparison
The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The current VOOG drawdown is -0.29%. The current XLU drawdown is -4.67%.
| Rank | VOOG | XLU |
|---|---|---|
| #1 | -32.74% Dec 27, 2021 - Mar 1, 2024 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -31.42% Feb 19, 2020 - Jun 10, 2020 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -22.18% Feb 19, 2025 - Jun 24, 2025 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -20.78% Oct 1, 2018 - Apr 23, 2019 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -16.17% Jul 7, 2011 - Feb 3, 2012 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -13.71% Oct 29, 2025 - Apr 15, 2026 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -13.25% Nov 3, 2015 - Jul 8, 2016 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -12.86% Jul 10, 2024 - Oct 14, 2024 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -11.79% Jul 20, 2015 - Oct 29, 2015 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -11.09% Sep 2, 2020 - Dec 4, 2020 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -9.99% Jan 26, 2018 - Jun 5, 2018 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -8.64% Feb 12, 2021 - Apr 5, 2021 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -8.51% Apr 2, 2012 - Aug 6, 2012 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -7.90% Sep 21, 2012 - Jan 22, 2013 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -7.40% Sep 18, 2014 - Oct 31, 2014 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between VOOG and XLU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
VOOG vs XLU dividend yield comparison.
| Year | VOOG | XLU |
|---|---|---|
| 2026 | 0.12% | 0.69% |
| 2025 | 0.49% | 2.71% |
| 2024 | 0.49% | 2.96% |
| 2023 | 1.12% | 3.39% |
| 2022 | 0.93% | 2.92% |
| 2021 | 0.53% | 2.79% |
| 2020 | 0.88% | 3.14% |
| 2019 | 1.26% | 2.95% |
| 2018 | 1.34% | 3.33% |
| 2017 | 1.32% | 3.33% |
| 2016 | 1.47% | 3.41% |
| 2015 | 1.56% | 3.67% |
| 2014 | 1.28% | 3.19% |
| 2013 | 1.46% | 3.86% |
| 2012 | 1.75% | 4.14% |
| 2011 | 1.60% | 3.80% |
| 2010 | 0.36% | 4.06% |
| 2009 | 0.00% | 4.11% |
| 2008 | 0.00% | 4.26% |
| 2007 | 0.00% | 2.59% |
| 2006 | 0.00% | 3.23% |
| 2005 | 0.00% | 3.22% |
| 2004 | 0.00% | 3.14% |
| 2003 | 0.00% | 3.41% |
| 2002 | 0.00% | 4.81% |
| 2001 | 0.00% | 3.14% |
| 2000 | 0.00% | 4.26% |
| 1999 | 0.00% | 1.30% |
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