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VPU vs SPIB

Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF).

5-Year PerformanceVPU has outperformed SPIB, delivering a return of +9.4% compared to +1.9%

VPU vs SPIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VPU
$11B
SPIB
$11B
Expense Ratio
VPU
0.09%
Winner
SPIB
0.04%
Max Drawdown
VPU
48.41%
Winner
SPIB
17.32%
Sharpe Ratio
Winner
VPU
0.74
SPIB
0.74
5Y Beta
VPU
0.34
Winner
SPIB
0.06
P/E Ratio
VPU
21.08
SPIB
N/A
Forward P/E
VPU
18.99
SPIB
N/A
5Y Dividends CAGR
VPU
12.72%
Winner
SPIB
17.29%
5Y EPS CAGR
VPU
12.68%
SPIB
N/A
Debt to Equity
VPU
130.57%
SPIB
N/A
P/S Ratio
VPU
2.93
SPIB
N/A
P/B Ratio
VPU
2.39
SPIB
N/A

VPU vs SPIB - Historical Returns

Returns include dividend reinvestment.

1M
VPU
-4.05%
Winner
SPIB
+0.25%
3M
Winner
VPU
+3.43%
SPIB
+0.06%
6M
VPU
+1.10%
Winner
SPIB
+1.43%
1Y
Winner
VPU
+14.94%
SPIB
+6.22%
5Y(CAGR)
Winner
VPU
+9.36%
SPIB
+1.86%
10Y(CAGR)
Winner
VPU
+9.49%
SPIB
+2.87%
Max(CAGR)
Winner
VPU
+9.82%
SPIB
+3.87%

VPU vs SPIB - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVPUSPIB
2026+4.25%+0.60%
2025+15.69%+7.91%
2024+21.44%+4.62%
2023-7.47%+6.97%
2022+1.95%-9.31%
2021+20.23%-1.13%
2020+0.48%+7.69%
2019+27.23%+10.13%
2018+5.28%-0.40%
2017+12.90%+3.73%
2016+18.00%+3.88%
2015-5.35%+0.16%
2014+28.95%+4.26%
2013+12.65%-0.46%
2012+3.49%+8.54%
2011+18.22%+5.90%
2010+6.57%+6.96%
2009+9.14%+8.44%
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 SPIB Drawdown Comparison

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

The maximum drawdown for SPIB was -14.94%, occurring on Mar 19, 2020. Recovery took 62 trading sessions.

The current VPU drawdown is -5.20%. The current SPIB drawdown is -0.61%.

RankVPUSPIB
#1-46.30%
Dec 10, 2007 - Jun 6, 2012
-14.94%
Mar 4, 2020 - Jun 2, 2020
#2-36.43%
Feb 18, 2020 - Aug 13, 2021
-14.80%
Aug 3, 2021 - Sep 4, 2024
#3-25.15%
Sep 12, 2022 - Aug 1, 2024
-5.36%
Feb 20, 2009 - May 7, 2009
#4-16.15%
Jan 29, 2015 - Mar 8, 2016
-4.59%
May 2, 2013 - Apr 8, 2014
#5-15.28%
Apr 8, 2022 - Aug 12, 2022
-3.75%
Nov 4, 2010 - Apr 29, 2011
#6-15.14%
Nov 14, 2017 - Sep 6, 2018
-2.98%
Sep 6, 2016 - Apr 18, 2017
#7-12.17%
May 21, 2007 - Dec 3, 2007
-2.88%
Aug 10, 2011 - Nov 3, 2011
#8-11.88%
Oct 3, 2005 - Jul 19, 2006
-2.83%
Sep 7, 2017 - Jan 23, 2019
#9-11.58%
Jul 6, 2016 - Feb 28, 2017
-2.55%
Dec 31, 2020 - Jul 20, 2021
#10-11.02%
Apr 30, 2013 - Feb 13, 2014
-2.44%
Oct 1, 2024 - Feb 25, 2025
#11-10.23%
Nov 29, 2024 - May 16, 2025
-2.12%
Apr 17, 2015 - Mar 16, 2016
#12-9.44%
Dec 31, 2021 - Mar 24, 2022
-2.02%
Feb 27, 2026 - Mar 26, 2026
#13-9.39%
Jul 30, 2012 - Feb 11, 2013
-1.98%
Apr 3, 2025 - Apr 29, 2025
#14-9.27%
Jun 30, 2014 - Oct 23, 2014
-1.85%
Jun 3, 2009 - Jun 25, 2009
#15-9.21%
Apr 1, 2004 - Jul 19, 2004
-1.77%
May 6, 2010 - Jun 29, 2010

Correlation

Correlation between VPU and SPIB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2004 - 2026)

VPU vs SPIB dividend yield comparison.

YearVPUSPIB
20260.66%1.47%
20252.73%4.42%
20243.02%4.41%
20233.49%3.84%
20222.98%2.65%
20212.70%1.58%
20203.17%2.18%
20192.83%3.03%
20183.23%3.04%
20173.18%2.79%
20163.19%2.68%
20153.63%2.69%
20143.02%2.65%
20133.76%3.04%
20123.98%3.28%
20113.46%3.70%
20103.79%4.16%
20093.79%4.25%
20083.87%0.00%
20072.50%0.00%
20062.85%0.00%
20052.92%0.00%
20042.64%0.00%

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