VPU vs SPTL
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).
5-Year PerformanceVPU has outperformed SPTL, delivering a return of +8.4% compared to -6.7%
VPU vs SPTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VPU vs SPTL - Historical Returns
Returns include dividend reinvestment.
VPU vs SPTL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | SPTL |
|---|---|---|
| 2026 | +2.21% | -2.07% |
| 2025 | +15.69% | +5.24% |
| 2024 | +21.44% | -5.65% |
| 2023 | -7.47% | +1.56% |
| 2022 | +1.95% | -27.72% |
| 2021 | +20.23% | -4.85% |
| 2020 | +0.48% | +16.63% |
| 2019 | +27.23% | +13.32% |
| 2018 | +5.28% | -0.37% |
| 2017 | +12.90% | +8.59% |
| 2016 | +18.00% | +0.30% |
| 2015 | -5.35% | -2.28% |
| 2014 | +28.95% | +24.75% |
| 2013 | +12.65% | -11.41% |
| 2012 | +3.49% | +4.22% |
| 2011 | +18.22% | +30.74% |
| 2010 | +6.57% | +8.86% |
| 2009 | +9.14% | -11.11% |
| 2008 | -27.21% | +22.95% |
| 2007 | +16.61% | +9.65% |
| 2006 | +19.41% | N/A |
| 2005 | +16.00% | N/A |
| 2004 | +20.60% | N/A |
VPU vs SPTL Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current VPU drawdown is -7.05%. The current SPTL drawdown is -38.06%.
| Rank | VPU | SPTL |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -46.19% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -18.61% Dec 18, 2008 - Aug 16, 2010 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -18.34% Jul 25, 2012 - Dec 8, 2014 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -17.07% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -14.98% Mar 9, 2020 - Aug 4, 2020 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -14.50% Jan 30, 2015 - Feb 11, 2016 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -14.11% Aug 31, 2010 - Aug 4, 2011 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -9.52% Oct 3, 2011 - Dec 19, 2011 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -8.87% Dec 19, 2011 - May 15, 2012 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -8.02% Aug 28, 2019 - Feb 20, 2020 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -7.07% Sep 16, 2008 - Nov 19, 2008 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -6.73% Mar 20, 2008 - Sep 5, 2008 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -4.57% Nov 26, 2007 - Jan 15, 2008 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -4.45% Feb 11, 2016 - Jun 3, 2016 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -4.31% Sep 22, 2011 - Oct 3, 2011 |
Correlation
Correlation between VPU and SPTL is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2004 - 2026)
VPU vs SPTL dividend yield comparison.
| Year | VPU | SPTL |
|---|---|---|
| 2026 | 1.36% | 2.52% |
| 2025 | 2.73% | 4.12% |
| 2024 | 3.02% | 4.04% |
| 2023 | 3.49% | 3.24% |
| 2022 | 2.98% | 2.75% |
| 2021 | 2.70% | 1.68% |
| 2020 | 3.17% | 1.71% |
| 2019 | 2.83% | 2.45% |
| 2018 | 3.23% | 2.69% |
| 2017 | 3.18% | 2.53% |
| 2016 | 3.19% | 2.56% |
| 2015 | 3.63% | 2.60% |
| 2014 | 3.02% | 2.64% |
| 2013 | 3.76% | 2.98% |
| 2012 | 3.98% | 2.59% |
| 2011 | 3.46% | 3.01% |
| 2010 | 3.79% | 3.92% |
| 2009 | 3.79% | 4.27% |
| 2008 | 3.87% | 3.86% |
| 2007 | 2.50% | 2.65% |
| 2006 | 2.85% | 0.00% |
| 2005 | 2.92% | 0.00% |
| 2004 | 2.64% | 0.00% |
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