VPU vs IGM
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
VPU is from the Utilities sector, while IGM is from the Technology sector.
5-Year PerformanceIGM has outperformed VPU, delivering a return of +19.0% compared to +8.4%
VPU vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VPU
$11B
Winner
IGM
$11B
Expense Ratio
Winner
VPU
0.09%
IGM
0.39%
Max Drawdown
Winner
VPU
48.41%
IGM
65.59%
Sharpe Ratio
VPU
0.13
Winner
IGM
1.35
5Y Beta
Winner
VPU
0.32
IGM
1.44
P/E Ratio
Winner
VPU
19.41
IGM
35.74
Forward P/E
Winner
VPU
18.25
IGM
19.22
5Y Dividends CAGR
VPU
8.83%
Winner
IGM
9.25%
5Y EPS CAGR
VPU
12.61%
Winner
IGM
35.27%
Debt to Equity
VPU
129.34%
Winner
IGM
65.45%
P/S Ratio
Winner
VPU
2.73
IGM
7.93
P/B Ratio
Winner
VPU
2.22
IGM
8.94
VPU vs IGM - Holdings Comparison
VPU and IGM have 1 common holdings. Overlap is 0.00%
VPU's top 25 holdings weight is 82.70%. IGM's top 25 holdings weight is 73.52%.
| Rank | VPU | IGM |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.60% | APPLE INC (AAPL) - 9.31% |
| #2 | SOUTHERN CO (SO) - 6.84% | NVIDIA CORP (NVDA) - 8.57% |
| #3 | DUKE ENERGY CORP (DUK) - 6.24% | MICROSOFT CORP (MSFT) - 8.29% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 4.85% | BROADCOM INC (AVGO) - 8.08% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.71% | META PLATFORMS INC CLASS A (META) - 4.95% |
| #6 | SEMPRA (SRE) - 3.84% | MICRON TECHNOLOGY INC (MU) - 4.77% |
| #7 | DOMINION ENERGY INC (D) - 3.81% | ALPHABET INC CLASS A (GOOGL) - 4.49% |
| #8 | VISTRA CORP (VST) - 3.40% | ADVANCED MICRO DEVICES INC (AMD) - 4.02% |
| #9 | ENTERGY CORP (ETR) - 3.33% | ALPHABET INC CLASS C (GOOG) - 3.61% |
| #10 | XCEL ENERGY INC (XEL) - 3.18% | INTEL CORP (INTC) - 2.26% |
| #11 | EXELON CORP (EXC) - 3.02% | APPLIED MATERIALS INC (AMAT) - 2.03% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.58% | CISCO SYSTEMS INC (CSCO) - 2.01% |
| #13 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% | LAM RESEARCH CORP (LRCX) - 1.82% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.41% | n/a (PLTR) - 1.38% |
| #15 | PG&E CORP (PCG) - 2.35% | NETFLIX INC (NFLX) - 1.31% |
| #16 | DTE ENERGY CO (DTE) - 2.01% | KLA CORP (KLAC) - 1.29% |
| #17 | AMEREN CORP (AEE) - 1.98% | PALO ALTO NETWORKS INC (PANW) - 1.26% |
| #18 | NRG ENERGY INC (NRG) - 1.89% | TEXAS INSTRUMENTS INC (TXN) - 1.20% |
| #19 | EDISON INTERNATIONAL (EIX) - 1.82% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.07% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.82% | ORACLE CORP (ORCL) - 0.98% |
| #21 | ATMOS ENERGY CORP (ATO) - 1.81% | n/a (CLS) - 0.18% |
| #22 | PPL CORP (PPL) - 1.73% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.16% |
| #23 | EVERSOURCE ENERGY (ES) - 1.72% | ROPER TECHNOLOGIES INC (ROP) - 0.16% |
| #24 | FIRSTENERGY CORP (FE) - 1.66% | ON SEMICONDUCTOR CORP (ON) - 0.16% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.53% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.16% |
| Total Holdings | 75 | 260 |
VPU vs IGM - Historical Returns
Returns include dividend reinvestment.
1M
VPU
-4.25%
Winner
IGM
+4.51%
3M
VPU
-2.73%
Winner
IGM
+8.90%
6M
VPU
+1.72%
Winner
IGM
+30.29%
1Y
VPU
+3.74%
Winner
IGM
+40.69%
5Y(CAGR)
VPU
+8.35%
Winner
IGM
+19.04%
10Y(CAGR)
VPU
+8.83%
Winner
IGM
+23.95%
Max(CAGR)
VPU
+9.61%
Winner
IGM
+12.67%
VPU vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VPU | IGM |
|---|---|---|
| 2026 | +2.21% | +26.65% |
| 2025 | +15.69% | +26.55% |
| 2024 | +21.44% | +40.71% |
| 2023 | -7.47% | +60.79% |
| 2022 | +1.95% | -36.30% |
| 2021 | +20.23% | +27.74% |
| 2020 | +0.48% | +42.37% |
| 2019 | +27.23% | +40.83% |
| 2018 | +5.28% | +0.88% |
| 2017 | +12.90% | +36.21% |
| 2016 | +18.00% | +15.44% |
| 2015 | -5.35% | +9.72% |
| 2014 | +28.95% | +15.91% |
| 2013 | +12.65% | +30.12% |
| 2012 | +3.49% | +12.93% |
| 2011 | +18.22% | -2.46% |
| 2010 | +6.57% | +10.41% |
| 2009 | +9.14% | +56.01% |
| 2008 | -27.21% | -42.38% |
| 2007 | +16.61% | +15.95% |
| 2006 | +19.41% | +6.51% |
| 2005 | +16.00% | +2.73% |
| 2004 | +20.60% | +2.37% |
| 2003 | N/A | +46.02% |
| 2002 | N/A | -41.77% |
| 2001 | N/A | -4.99% |
VPU vs IGM Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current VPU drawdown is -7.05%. The current IGM drawdown is -4.21%.
| Rank | VPU | IGM |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -14.46% Jun 2, 2026 - Jul 29, 2026 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
Correlation
Correlation between VPU and IGM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
VPU vs IGM dividend yield comparison.
| Year | VPU | IGM |
|---|---|---|
| 2026 | 1.36% | 0.07% |
| 2025 | 2.73% | 0.17% |
| 2024 | 3.02% | 0.22% |
| 2023 | 3.49% | 0.33% |
| 2022 | 2.98% | 0.66% |
| 2021 | 2.70% | 0.16% |
| 2020 | 3.17% | 0.32% |
| 2019 | 2.83% | 0.50% |
| 2018 | 3.23% | 0.57% |
| 2017 | 3.18% | 0.57% |
| 2016 | 3.19% | 0.90% |
| 2015 | 3.63% | 0.79% |
| 2014 | 3.02% | 0.88% |
| 2013 | 3.76% | 0.78% |
| 2012 | 3.98% | 0.94% |
| 2011 | 3.46% | 0.60% |
| 2010 | 3.79% | 0.41% |
| 2009 | 3.79% | 0.36% |
| 2008 | 3.87% | 0.58% |
| 2007 | 2.50% | 0.19% |
| 2006 | 2.85% | 0.08% |
| 2005 | 2.92% | 0.14% |
| 2004 | 2.64% | 0.70% |
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