VPU vs SUB
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).
5-Year PerformanceVPU has outperformed SUB, delivering a return of +10.2% compared to +1.4%
VPU vs SUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VPU vs SUB - Historical Returns
Returns include dividend reinvestment.
VPU vs SUB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | SUB |
|---|---|---|
| 2026 | +5.33% | +0.41% |
| 2025 | +15.69% | +3.55% |
| 2024 | +21.44% | +2.26% |
| 2023 | -7.47% | +2.83% |
| 2022 | +1.95% | -2.02% |
| 2021 | +20.23% | +0.17% |
| 2020 | +0.48% | +2.58% |
| 2019 | +27.23% | +3.00% |
| 2018 | +5.28% | +1.88% |
| 2017 | +12.90% | +0.83% |
| 2016 | +18.00% | +0.01% |
| 2015 | -5.35% | +0.71% |
| 2014 | +28.95% | +0.54% |
| 2013 | +12.65% | +0.77% |
| 2012 | +3.49% | +0.41% |
| 2011 | +18.22% | +3.85% |
| 2010 | +6.57% | +0.55% |
| 2009 | +9.14% | +4.28% |
| 2008 | -27.21% | +1.68% |
| 2007 | +16.61% | N/A |
| 2006 | +19.41% | N/A |
| 2005 | +16.00% | N/A |
| 2004 | +20.60% | N/A |
VPU vs SUB Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The current VPU drawdown is -4.21%. The current SUB drawdown is -0.46%.
| Rank | VPU | SUB |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -9.46% Mar 6, 2020 - May 19, 2020 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -6.40% Jan 16, 2009 - Sep 12, 2011 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -4.92% Jan 13, 2009 - Jan 16, 2009 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -4.35% Jul 22, 2021 - Dec 13, 2023 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -2.43% Mar 1, 2013 - Oct 24, 2013 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -1.71% Aug 24, 2016 - May 23, 2017 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -1.46% Jan 17, 2012 - Mar 1, 2013 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -1.25% Sep 7, 2017 - Nov 29, 2018 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -1.23% Apr 4, 2025 - May 29, 2025 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -0.92% Oct 2, 2024 - Jan 27, 2025 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -0.87% Jan 30, 2015 - Oct 2, 2015 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -0.80% Feb 23, 2026 - Mar 24, 2026 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -0.77% Aug 15, 2019 - Nov 27, 2019 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -0.75% Sep 12, 2011 - Dec 2, 2011 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -0.68% Dec 27, 2023 - May 8, 2024 |
Correlation
Correlation between VPU and SUB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
VPU vs SUB dividend yield comparison.
| Year | VPU | SUB |
|---|---|---|
| 2026 | 0.65% | 0.85% |
| 2025 | 2.73% | 2.42% |
| 2024 | 3.02% | 2.10% |
| 2023 | 3.49% | 1.73% |
| 2022 | 2.98% | 0.86% |
| 2021 | 2.70% | 0.72% |
| 2020 | 3.17% | 1.23% |
| 2019 | 2.83% | 1.58% |
| 2018 | 3.23% | 1.32% |
| 2017 | 3.18% | 0.95% |
| 2016 | 3.19% | 0.75% |
| 2015 | 3.63% | 0.77% |
| 2014 | 3.02% | 0.76% |
| 2013 | 3.76% | 0.84% |
| 2012 | 3.98% | 0.99% |
| 2011 | 3.46% | 1.27% |
| 2010 | 3.79% | 1.28% |
| 2009 | 3.79% | 1.44% |
| 2008 | 3.87% | 0.33% |
| 2007 | 2.50% | 0.00% |
| 2006 | 2.85% | 0.00% |
| 2005 | 2.92% | 0.00% |
| 2004 | 2.64% | 0.00% |
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