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VPU vs IAGG

Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceVPU has outperformed IAGG, delivering a return of +9.6% compared to +0.9%

VPU vs IAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VPU
$11B
IAGG
$11B
Expense Ratio
VPU
0.09%
Winner
IAGG
0.07%
Max Drawdown
VPU
48.41%
Winner
IAGG
15.86%
Sharpe Ratio
Winner
VPU
0.71
IAGG
-0.41
5Y Beta
VPU
0.32
Winner
IAGG
0.03
P/E Ratio
VPU
20.41
IAGG
N/A
Forward P/E
VPU
18.89
IAGG
N/A
5Y Dividends CAGR
VPU
8.83%
Winner
IAGG
36.14%
5Y EPS CAGR
VPU
12.89%
IAGG
N/A
Debt to Equity
VPU
127.72%
IAGG
N/A
P/S Ratio
VPU
2.91
IAGG
N/A
P/B Ratio
VPU
2.32
IAGG
N/A

VPU vs IAGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VPU
+1.38%
IAGG
-0.31%
3M
VPU
-1.36%
Winner
IAGG
+0.67%
6M
Winner
VPU
+5.47%
IAGG
+0.74%
1Y
Winner
VPU
+13.87%
IAGG
+2.38%
5Y(CAGR)
Winner
VPU
+9.59%
IAGG
+0.95%
10Y(CAGR)
Winner
VPU
+8.99%
IAGG
+2.03%
Max(CAGR)
Winner
VPU
+9.83%
IAGG
+2.47%

VPU vs IAGG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVPUIAGG
2026+6.34%+1.11%
2025+15.69%+3.18%
2024+21.44%+4.89%
2023-7.47%+7.70%
2022+1.95%-10.50%
2021+20.23%-1.82%
2020+0.48%+4.29%
2019+27.23%+7.93%
2018+5.28%+3.24%
2017+12.90%+2.38%
2016+18.00%+4.91%
2015-5.35%-0.09%
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 IAGG Drawdown Comparison

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

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current VPU drawdown is -3.30%. The current IAGG drawdown is -0.72%.

RankVPUIAGG
#1-46.30%
Dec 10, 2007 - Jun 6, 2012
-13.88%
Dec 31, 2020 - Feb 4, 2025
#2-36.43%
Feb 18, 2020 - Aug 13, 2021
-5.93%
Mar 9, 2020 - Jul 30, 2020
#3-25.15%
Sep 12, 2022 - Aug 1, 2024
-3.93%
Sep 7, 2016 - Oct 31, 2017
#4-16.15%
Jan 29, 2015 - Mar 8, 2016
-3.70%
Dec 8, 2017 - Dec 18, 2018
#5-15.28%
Apr 8, 2022 - Aug 12, 2022
-2.32%
Feb 27, 2026 - Mar 27, 2026
#6-15.14%
Nov 14, 2017 - Sep 6, 2018
-2.07%
Aug 28, 2019 - Jan 29, 2020
#7-12.17%
May 21, 2007 - Dec 3, 2007
-1.67%
Feb 28, 2025 - Apr 16, 2025
#8-11.88%
Oct 3, 2005 - Jul 19, 2006
-1.04%
Dec 2, 2015 - Jan 14, 2016
#9-11.58%
Jul 6, 2016 - Feb 28, 2017
-0.94%
Aug 4, 2020 - Sep 29, 2020
#10-11.02%
Apr 30, 2013 - Feb 13, 2014
-0.85%
Apr 30, 2025 - May 30, 2025
#11-10.23%
Nov 29, 2024 - May 16, 2025
-0.83%
Apr 5, 2016 - May 11, 2016
#12-9.44%
Dec 31, 2021 - Mar 24, 2022
-0.80%
Jun 16, 2016 - Jun 27, 2016
#13-9.39%
Jul 30, 2012 - Feb 11, 2013
-0.75%
Jul 3, 2019 - Jul 18, 2019
#14-9.27%
Jun 30, 2014 - Oct 23, 2014
-0.73%
Feb 5, 2025 - Feb 28, 2025
#15-9.21%
Apr 1, 2004 - Jul 19, 2004
-0.71%
Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between VPU and IAGG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2004 - 2026)

VPU vs IAGG dividend yield comparison.

YearVPUIAGG
20261.31%1.43%
20252.73%3.08%
20243.02%4.28%
20233.49%3.55%
20222.98%2.27%
20212.70%1.16%
20203.17%1.95%
20192.83%2.82%
20183.23%3.02%
20173.18%1.74%
20163.19%1.56%
20153.63%0.13%
20143.02%0.00%
20133.76%0.00%
20123.98%0.00%
20113.46%0.00%
20103.79%0.00%
20093.79%0.00%
20083.87%0.00%
20072.50%0.00%
20062.85%0.00%
20052.92%0.00%
20042.64%0.00%

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