VPU vs SCHH
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
VPU is from the Utilities sector, while SCHH is from the Real Estate sector.
5-Year PerformanceVPU has outperformed SCHH, delivering a return of +9.5% compared to +3.6%
VPU vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VPU
$11B
Winner
SCHH
$11B
Expense Ratio
VPU
0.09%
Winner
SCHH
0.07%
Max Drawdown
VPU
48.41%
Winner
SCHH
44.22%
Sharpe Ratio
VPU
0.53
Winner
SCHH
0.96
5Y Beta
Winner
VPU
0.32
SCHH
0.45
P/E Ratio
Winner
VPU
20.67
SCHH
36.78
Forward P/E
Winner
VPU
19.06
SCHH
36.10
5Y Dividends CAGR
Winner
VPU
8.83%
SCHH
6.48%
5Y EPS CAGR
Winner
VPU
12.84%
SCHH
7.87%
Debt to Equity
VPU
128.44%
Winner
SCHH
43.36%
P/S Ratio
Winner
VPU
2.91
SCHH
7.59
P/B Ratio
Winner
VPU
2.28
SCHH
2.68
VPU vs SCHH - Holdings Comparison
VPU and SCHH have 1 common holdings. Overlap is 0.01%
VPU's top 25 holdings weight is 82.70%. SCHH's top 25 holdings weight is 70.81%.
| Rank | VPU | SCHH |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.60% | WELLTOWER INC (WELL) - 11.08% |
| #2 | SOUTHERN CO (SO) - 6.84% | PROLOGIS INC (PLD) - 8.90% |
| #3 | DUKE ENERGY CORP (DUK) - 6.24% | SIMON PROPERTY GROUP INC (SPG) - 4.71% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 4.85% | DIGITAL REALTY TRUST INC (DLR) - 4.22% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.71% | REALTY INCOME CORP (O) - 4.10% |
| #6 | SEMPRA (SRE) - 3.84% | EQUINIX INC (EQIX) - 4.03% |
| #7 | DOMINION ENERGY INC (D) - 3.81% | AMERICAN TOWER CORP (AMT) - 3.79% |
| #8 | VISTRA CORP (VST) - 3.40% | PUBLIC STORAGE (PSA) - 3.31% |
| #9 | ENTERGY CORP (ETR) - 3.33% | VENTAS INC (VTR) - 3.21% |
| #10 | XCEL ENERGY INC (XEL) - 3.18% | IRON MOUNTAIN INC (IRM) - 2.53% |
| #11 | EXELON CORP (EXC) - 3.02% | CROWN CASTLE INC (CCI) - 2.25% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.58% | EXTRA SPACE STORAGE INC (EXR) - 2.08% |
| #13 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.96% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.41% | AVALONBAY COMMUNITIES INC (AVB) - 1.79% |
| #15 | PG&E CORP (PCG) - 2.35% | EQUITY RESIDENTIAL (EQR) - 1.57% |
| #16 | DTE ENERGY CO (DTE) - 2.01% | ESSEX PROPERTY TRUST INC (ESS) - 1.28% |
| #17 | AMEREN CORP (AEE) - 1.98% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.27% |
| #18 | NRG ENERGY INC (NRG) - 1.89% | KIMCO REALTY CORP (KIM) - 1.19% |
| #19 | EDISON INTERNATIONAL (EIX) - 1.82% | WEYERHAEUSER CO (WY) - 1.15% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.82% | W.P. CAREY INC (WPC) - 1.13% |
| #21 | ATMOS ENERGY CORP (ATO) - 1.81% | INVITATION HOMES INC (INVH) - 1.10% |
| #22 | PPL CORP (PPL) - 1.73% | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% |
| #23 | EVERSOURCE ENERGY (ES) - 1.72% | HOST HOTELS & RESORTS INC (HST) - 1.05% |
| #24 | FIRSTENERGY CORP (FE) - 1.66% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.04% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.53% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.02% |
| Total Holdings | 75 | 122 |
VPU vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
VPU
-1.33%
Winner
SCHH
+2.23%
3M
VPU
-0.90%
Winner
SCHH
+8.51%
6M
VPU
+5.82%
Winner
SCHH
+17.75%
1Y
VPU
+11.89%
Winner
SCHH
+19.99%
5Y(CAGR)
Winner
VPU
+9.49%
SCHH
+3.60%
10Y(CAGR)
Winner
VPU
+9.10%
SCHH
+4.02%
Max(CAGR)
Winner
VPU
+9.83%
SCHH
+7.30%
VPU vs SCHH - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | SCHH |
|---|---|---|
| 2026 | +6.62% | +19.89% |
| 2025 | +15.69% | +3.20% |
| 2024 | +21.44% | +3.89% |
| 2023 | -7.47% | +11.27% |
| 2022 | +1.95% | -24.46% |
| 2021 | +20.23% | +45.90% |
| 2020 | +0.48% | -13.48% |
| 2019 | +27.23% | +26.23% |
| 2018 | +5.28% | -4.02% |
| 2017 | +12.90% | +3.43% |
| 2016 | +18.00% | +7.86% |
| 2015 | -5.35% | +1.89% |
| 2014 | +28.95% | +32.13% |
| 2013 | +12.65% | -0.03% |
| 2012 | +3.49% | +15.83% |
| 2011 | +18.22% | +9.48% |
| 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 SCHH Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current VPU drawdown is -3.04%. The current SCHH drawdown is -0.40%.
| Rank | VPU | SCHH |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between VPU and SCHH is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2004 - 2026)
VPU vs SCHH dividend yield comparison.
| Year | VPU | SCHH |
|---|---|---|
| 2026 | 1.31% | 1.14% |
| 2025 | 2.73% | 3.04% |
| 2024 | 3.02% | 3.22% |
| 2023 | 3.49% | 3.24% |
| 2022 | 2.98% | 2.55% |
| 2021 | 2.70% | 1.50% |
| 2020 | 3.17% | 2.86% |
| 2019 | 2.83% | 2.86% |
| 2018 | 3.23% | 3.64% |
| 2017 | 3.18% | 2.22% |
| 2016 | 3.19% | 2.81% |
| 2015 | 3.63% | 2.48% |
| 2014 | 3.02% | 2.18% |
| 2013 | 3.76% | 2.59% |
| 2012 | 3.98% | 2.51% |
| 2011 | 3.46% | 2.26% |
| 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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