VPU vs SCHZ
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).
5-Year PerformanceVPU has outperformed SCHZ, delivering a return of +8.1% compared to -0.2%
VPU vs SCHZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VPU vs SCHZ - Historical Returns
Returns include dividend reinvestment.
VPU vs SCHZ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | SCHZ |
|---|---|---|
| 2026 | +1.09% | -0.28% |
| 2025 | +15.69% | +7.19% |
| 2024 | +21.44% | +1.72% |
| 2023 | -7.47% | +4.98% |
| 2022 | +1.95% | -12.55% |
| 2021 | +20.23% | -1.62% |
| 2020 | +0.48% | +7.24% |
| 2019 | +27.23% | +8.39% |
| 2018 | +5.28% | -0.16% |
| 2017 | +12.90% | +3.26% |
| 2016 | +18.00% | +2.13% |
| 2015 | -5.35% | +0.27% |
| 2014 | +28.95% | +6.09% |
| 2013 | +12.65% | -1.85% |
| 2012 | +3.49% | +3.78% |
| 2011 | +18.22% | +4.23% |
| 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 SCHZ Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current VPU drawdown is -8.07%. The current SCHZ drawdown is -3.03%.
| Rank | VPU | SCHZ |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -18.74% Aug 4, 2020 - Oct 24, 2022 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -10.27% Mar 6, 2020 - May 22, 2020 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -4.89% May 2, 2013 - May 9, 2014 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -4.35% Jul 8, 2016 - Aug 29, 2017 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -3.51% Sep 7, 2017 - Jan 31, 2019 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -2.78% Apr 17, 2015 - Feb 8, 2016 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -1.81% Feb 2, 2015 - Apr 15, 2015 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -1.73% Sep 22, 2011 - Dec 14, 2011 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -1.40% Jan 31, 2012 - Apr 23, 2012 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -1.36% Aug 2, 2012 - Oct 1, 2012 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -1.26% Dec 5, 2012 - Apr 5, 2013 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -1.14% Aug 29, 2014 - Oct 7, 2014 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -1.10% Aug 18, 2011 - Sep 2, 2011 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -0.96% Oct 16, 2014 - Dec 12, 2014 |
Correlation
Correlation between VPU and SCHZ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
VPU vs SCHZ dividend yield comparison.
| Year | VPU | SCHZ |
|---|---|---|
| 2026 | 1.38% | 2.50% |
| 2025 | 2.73% | 4.05% |
| 2024 | 3.02% | 3.96% |
| 2023 | 3.49% | 3.28% |
| 2022 | 2.98% | 2.63% |
| 2021 | 2.70% | 2.16% |
| 2020 | 3.17% | 2.43% |
| 2019 | 2.83% | 2.79% |
| 2018 | 3.23% | 2.56% |
| 2017 | 3.18% | 2.40% |
| 2016 | 3.19% | 2.24% |
| 2015 | 3.63% | 2.11% |
| 2014 | 3.02% | 2.03% |
| 2013 | 3.76% | 2.01% |
| 2012 | 3.98% | 2.04% |
| 2011 | 3.46% | 0.76% |
| 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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