VPU vs XBI
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
VPU is from the Utilities sector, while XBI is from the Healthcare sector.
5-Year PerformanceVPU has outperformed XBI, delivering a return of +9.6% compared to +4.0%
VPU vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VPU
$11B
XBI
$11B
Expense Ratio
Winner
VPU
0.09%
XBI
0.35%
Max Drawdown
Winner
VPU
48.41%
XBI
63.90%
Sharpe Ratio
VPU
0.71
Winner
XBI
2.15
5Y Beta
Winner
VPU
0.32
XBI
0.97
P/E Ratio
VPU
20.41
Winner
XBI
-8.50
Forward P/E
VPU
18.89
XBI
N/A
5Y Dividends CAGR
VPU
8.83%
Winner
XBI
12.45%
5Y EPS CAGR
Winner
VPU
12.89%
XBI
5.10%
Debt to Equity
VPU
127.72%
Winner
XBI
29.23%
P/S Ratio
Winner
VPU
2.91
XBI
9.58
P/B Ratio
Winner
VPU
2.32
XBI
5.20
VPU vs XBI - Holdings Comparison
VPU and XBI have 1 common holdings. Overlap is 0.00%
VPU's top 25 holdings weight is 82.49%. XBI's top 25 holdings weight is 30.05%.
| Rank | VPU | XBI |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.73% | APOGEE THERAPEUTICS INC (APGE) - 1.45% |
| #2 | SOUTHERN CO (SO) - 6.71% | MODERNA INC (MRNA) - 1.44% |
| #3 | DUKE ENERGY CORP (DUK) - 6.17% | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.31% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.73% | VIKING THERAPEUTICS INC (VKTX) - 1.30% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% | ERASCA INC (ERAS) - 1.27% |
| #6 | DOMINION ENERGY INC (D) - 3.80% | n/a (PRAX) - 1.25% |
| #7 | SEMPRA (SRE) - 3.76% | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% |
| #8 | VISTRA CORP (VST) - 3.51% | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.20% |
| #9 | ENTERGY CORP (ETR) - 3.23% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.19% |
| #10 | XCEL ENERGY INC (XEL) - 3.21% | TWIST BIOSCIENCE CORP (TWST) - 1.19% |
| #11 | EXELON CORP (EXC) - 3.02% | ORUKA THERAPEUTICS INC (ORKA) - 1.19% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.54% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.18% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.52% | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.16% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.34% | DIANTHUS THERAPEUTICS INC (DNTH) - 1.16% |
| #15 | PG&E CORP (PCG) - 2.33% | COGENT BIOSCIENCES INC (COGT) - 1.15% |
| #16 | AMEREN CORP (AEE) - 1.93% | ULTRAGENYX PHARMACEUTICAL INC (RARE) - 1.15% |
| #17 | DTE ENERGY CO (DTE) - 1.92% | CYTOKINETICS INC (CYTK) - 1.14% |
| #18 | ATMOS ENERGY CORP (ATO) - 1.81% | CG ONCOLOGY INC (CGON) - 1.14% |
| #19 | CENTERPOINT ENERGY INC (CNP) - 1.78% | SPYRE THERAPEUTICS INC (SYRE) - 1.14% |
| #20 | NRG ENERGY INC (NRG) - 1.77% | NATERA INC (NTRA) - 1.14% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.74% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.14% |
| #22 | PPL CORP (PPL) - 1.72% | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.14% |
| #23 | EVERSOURCE ENERGY (ES) - 1.66% | INSMED INC (INSM) - 1.14% |
| #24 | FIRSTENERGY CORP (FE) - 1.65% | BEAM THERAPEUTICS INC (BEAM) - 1.13% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.46% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.12% |
| Total Holdings | 75 | 159 |
VPU vs XBI - Historical Returns
Returns include dividend reinvestment.
1M
VPU
+1.38%
Winner
XBI
+12.42%
3M
VPU
-1.36%
Winner
XBI
+12.32%
6M
VPU
+5.47%
Winner
XBI
+22.52%
1Y
VPU
+13.87%
Winner
XBI
+73.85%
5Y(CAGR)
Winner
VPU
+9.59%
XBI
+3.96%
10Y(CAGR)
VPU
+8.99%
Winner
XBI
+10.44%
Max(CAGR)
VPU
+9.83%
Winner
XBI
+11.81%
VPU vs XBI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | XBI |
|---|---|---|
| 2026 | +6.34% | +25.20% |
| 2025 | +15.69% | +33.70% |
| 2024 | +21.44% | -0.05% |
| 2023 | -7.47% | +9.54% |
| 2022 | +1.95% | -28.10% |
| 2021 | +20.23% | -20.55% |
| 2020 | +0.48% | +49.01% |
| 2019 | +27.23% | +30.54% |
| 2018 | +5.28% | -17.55% |
| 2017 | +12.90% | +42.81% |
| 2016 | +18.00% | -12.49% |
| 2015 | -5.35% | +12.40% |
| 2014 | +28.95% | +44.27% |
| 2013 | +12.65% | +42.97% |
| 2012 | +3.49% | +32.95% |
| 2011 | +18.22% | +3.91% |
| 2010 | +6.57% | +15.74% |
| 2009 | +9.14% | -0.82% |
| 2008 | -27.21% | -8.58% |
| 2007 | +16.61% | +30.24% |
| 2006 | +19.41% | -6.48% |
| 2005 | +16.00% | N/A |
| 2004 | +20.60% | N/A |
VPU vs XBI Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current VPU drawdown is -3.30%. The current XBI drawdown is -12.07%.
| Rank | VPU | XBI |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between VPU and XBI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2004 - 2026)
VPU vs XBI dividend yield comparison.
| Year | VPU | XBI |
|---|---|---|
| 2026 | 1.31% | 0.09% |
| 2025 | 2.73% | 0.37% |
| 2024 | 3.02% | 0.15% |
| 2023 | 3.49% | 0.02% |
| 2022 | 2.98% | 0.00% |
| 2021 | 2.70% | 0.04% |
| 2020 | 3.17% | 0.20% |
| 2019 | 2.83% | 0.00% |
| 2018 | 3.23% | 0.28% |
| 2017 | 3.18% | 0.24% |
| 2016 | 3.19% | 0.26% |
| 2015 | 3.63% | 0.61% |
| 2014 | 3.02% | 1.07% |
| 2013 | 3.76% | 0.17% |
| 2012 | 3.98% | 0.22% |
| 2011 | 3.46% | 0.00% |
| 2010 | 3.79% | 0.00% |
| 2009 | 3.79% | 0.28% |
| 2008 | 3.87% | 1.27% |
| 2007 | 2.50% | 0.26% |
| 2006 | 2.85% | 0.00% |
| 2005 | 2.92% | 0.00% |
| 2004 | 2.64% | 0.00% |
Select Stocks to Compare
Popular: VPU vs SPYXBI vs SPY
More Comparisons
Compare with similar stocks