VPU vs CGUS
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF).
VPU vs CGUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VPU
$11B
Winner
CGUS
$11B
Expense Ratio
Winner
VPU
0.09%
CGUS
0.33%
Max Drawdown
VPU
48.41%
Winner
CGUS
22.41%
Sharpe Ratio
VPU
0.55
Winner
CGUS
1.42
5Y Beta
Winner
VPU
0.33
CGUS
0.92
P/E Ratio
Winner
VPU
20.28
CGUS
30.52
Forward P/E
Winner
VPU
18.36
CGUS
23.35
PEG Ratio
VPU
N/A
CGUS
0.64
5Y Dividends CAGR
VPU
12.72%
CGUS
N/A
5Y EPS CAGR
VPU
12.89%
Winner
CGUS
26.29%
Debt to Equity
VPU
127.62%
CGUS
N/A
P/S Ratio
Winner
VPU
2.87
CGUS
3.55
P/B Ratio
Winner
VPU
2.28
CGUS
6.01
VPU vs CGUS - Holdings Comparison
VPU and CGUS have 3 common holdings. Overlap is 1.64%
VPU's top 25 holdings weight is 82.90%. CGUS's top 25 holdings weight is 66.76%.
| Rank | VPU | CGUS |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 12.53% | NVIDIA CORP (NVDA) - 6.83% |
| #2 | SOUTHERN CO (SO) - 6.62% | BROADCOM INC (AVGO) - 6.31% |
| #3 | DUKE ENERGY CORP (DUK) - 6.26% | MICROSOFT CORP (MSFT) - 5.90% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.99% | AMAZON.COM INC (AMZN) - 5.34% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.55% | ALPHABET INC CLASS A (GOOGL) - 3.48% |
| #6 | SEMPRA (SRE) - 3.86% | ELI LILLY AND CO (LLY) - 3.22% |
| #7 | DOMINION ENERGY INC (D) - 3.42% | META PLATFORMS INC CLASS A (META) - 3.16% |
| #8 | VISTRA CORP (VST) - 3.32% | APPLE INC (AAPL) - 3.03% |
| #9 | ENTERGY CORP (ETR) - 3.27% | APPLIED MATERIALS INC (AMAT) - 2.36% |
| #10 | XCEL ENERGY INC (XEL) - 3.05% | JPMORGAN CHASE & CO (JPM) - 2.15% |
| #11 | EXELON CORP (EXC) - 2.64% | ALPHABET INC CLASS C (GOOG) - 2.15% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.53% | n/a (TSM) - 2.00% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.50% | RTX CORP (RTX) - 1.98% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.38% | MASTERCARD INC CLASS A (MA) - 1.93% |
| #15 | PG&E CORP (PCG) - 2.27% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.78% |
| #16 | DTE ENERGY CO (DTE) - 1.96% | STARBUCKS CORP (SBUX) - 1.71% |
| #17 | NRG ENERGY INC (NRG) - 1.95% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.68% |
| #18 | ATMOS ENERGY CORP (ATO) - 1.91% | BLACKROCK INC (BLK) - 1.65% |
| #19 | AMEREN CORP (AEE) - 1.91% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.58% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.77% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.57% |
| #21 | PPL CORP (PPL) - 1.72% | AMPHENOL CORP CLASS A (APH) - 1.47% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.66% | LINDE PLC (LIN) - 1.40% |
| #23 | EVERSOURCE ENERGY (ES) - 1.65% | CISCO SYSTEMS INC (CSCO) - 1.40% |
| #24 | FIRSTENERGY CORP (FE) - 1.62% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.36% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.56% | UNITEDHEALTH GROUP INC (UNH) - 1.32% |
| Total Holdings | 71 | 73 |
VPU vs CGUS - Historical Returns
Returns include dividend reinvestment.
1M
VPU
-1.70%
Winner
CGUS
+0.67%
3M
VPU
-5.08%
Winner
CGUS
+8.31%
6M
VPU
+4.11%
Winner
CGUS
+8.78%
1Y
VPU
+12.31%
Winner
CGUS
+22.31%
5Y(CAGR)
VPU
+9.11%
Winner
CGUS
+15.38%
10Y(CAGR)
VPU
+8.91%
CGUS
N/A
Max(CAGR)
VPU
+9.70%
Winner
CGUS
+15.38%
VPU vs CGUS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | CGUS |
|---|---|---|
| 2026 | +2.47% | +7.86% |
| 2025 | +15.69% | +16.44% |
| 2024 | +21.44% | +25.86% |
| 2023 | -7.47% | +28.17% |
| 2022 | +1.95% | -7.93% |
| 2021 | +20.23% | N/A |
| 2020 | +0.48% | N/A |
| 2019 | +27.23% | N/A |
| 2018 | +5.28% | N/A |
| 2017 | +12.90% | N/A |
| 2016 | +18.00% | N/A |
| 2015 | -5.35% | N/A |
| 2014 | +28.95% | N/A |
| 2013 | +12.65% | N/A |
| 2012 | +3.49% | N/A |
| 2011 | +18.22% | N/A |
| 2010 | +6.57% | N/A |
| 2009 | +9.14% | N/A |
| 2008 | -27.21% | N/A |
| 2007 | +16.61% | N/A |
| 2006 | +19.41% | N/A |
| 2005 | +16.00% | N/A |
| 2004 | +20.60% | N/A |
VPU vs CGUS Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The current VPU drawdown is -6.81%. The current CGUS drawdown is -2.29%.
| Rank | VPU | CGUS |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -21.85% Mar 29, 2022 - Jul 12, 2023 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -18.06% Feb 6, 2025 - Jun 26, 2025 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -9.59% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -8.29% Jul 31, 2023 - Nov 14, 2023 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -6.73% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -5.60% Feb 25, 2022 - Mar 18, 2022 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -5.04% Oct 29, 2025 - Dec 24, 2025 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -4.65% Apr 1, 2024 - May 9, 2024 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -4.10% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -3.98% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -3.00% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -2.90% Jun 2, 2026 - Jun 5, 2026 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -2.86% Nov 8, 2024 - Dec 3, 2024 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -2.62% Jul 25, 2025 - Aug 13, 2025 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -2.43% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between VPU and CGUS is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2004 - 2026)
VPU vs CGUS dividend yield comparison.
| Year | VPU | CGUS |
|---|---|---|
| 2026 | 0.67% | 0.20% |
| 2025 | 2.73% | 0.95% |
| 2024 | 3.02% | 1.02% |
| 2023 | 3.49% | 1.22% |
| 2022 | 2.98% | 1.10% |
| 2021 | 2.70% | 0.00% |
| 2020 | 3.17% | 0.00% |
| 2019 | 2.83% | 0.00% |
| 2018 | 3.23% | 0.00% |
| 2017 | 3.18% | 0.00% |
| 2016 | 3.19% | 0.00% |
| 2015 | 3.63% | 0.00% |
| 2014 | 3.02% | 0.00% |
| 2013 | 3.76% | 0.00% |
| 2012 | 3.98% | 0.00% |
| 2011 | 3.46% | 0.00% |
| 2010 | 3.79% | 0.00% |
| 2009 | 3.79% | 0.00% |
| 2008 | 3.87% | 0.00% |
| 2007 | 2.50% | 0.00% |
| 2006 | 2.85% | 0.00% |
| 2005 | 2.92% | 0.00% |
| 2004 | 2.64% | 0.00% |
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