VPU vs XLG
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
5-Year PerformanceXLG has outperformed VPU, delivering a return of +14.4% compared to +8.4%
VPU vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VPU
$11B
XLG
$11B
Expense Ratio
Winner
VPU
0.09%
XLG
0.20%
Max Drawdown
Winner
VPU
48.41%
XLG
53.81%
Sharpe Ratio
VPU
0.13
Winner
XLG
0.93
5Y Beta
Winner
VPU
0.32
XLG
1.06
P/E Ratio
Winner
VPU
19.41
XLG
27.45
Forward P/E
Winner
VPU
18.25
XLG
22.12
PEG Ratio
VPU
N/A
XLG
0.27
5Y Dividends CAGR
Winner
VPU
8.83%
XLG
2.46%
5Y EPS CAGR
VPU
12.61%
Winner
XLG
33.06%
Debt to Equity
VPU
129.34%
Winner
XLG
19.70%
P/S Ratio
Winner
VPU
2.73
XLG
6.22
P/B Ratio
Winner
VPU
2.22
XLG
7.70
VPU vs XLG - Holdings Comparison
VPU and XLG have 1 common holdings. Overlap is 0.00%
VPU's top 25 holdings weight is 82.70%. XLG's top 25 holdings weight is 82.01%.
| Rank | VPU | XLG |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.60% | NVIDIA CORP (NVDA) - 12.26% |
| #2 | SOUTHERN CO (SO) - 6.84% | APPLE INC (AAPL) - 10.85% |
| #3 | DUKE ENERGY CORP (DUK) - 6.24% | MICROSOFT CORP (MSFT) - 8.74% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 4.85% | AMAZON.COM INC (AMZN) - 6.48% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.71% | ALPHABET INC CLASS A (GOOGL) - 5.29% |
| #6 | SEMPRA (SRE) - 3.84% | BROADCOM INC (AVGO) - 4.73% |
| #7 | DOMINION ENERGY INC (D) - 3.81% | ALPHABET INC CLASS C (GOOG) - 4.24% |
| #8 | VISTRA CORP (VST) - 3.40% | META PLATFORMS INC CLASS A (META) - 3.08% |
| #9 | ENTERGY CORP (ETR) - 3.33% | MICRON TECHNOLOGY INC (MU) - 2.40% |
| #10 | XCEL ENERGY INC (XEL) - 3.18% | JPMORGAN CHASE & CO (JPM) - 2.29% |
| #11 | EXELON CORP (EXC) - 3.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.26% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.58% | TESLA INC (TSLA) - 2.20% |
| #13 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% | ELI LILLY AND CO (LLY) - 2.11% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.41% | ADVANCED MICRO DEVICES INC (AMD) - 2.02% |
| #15 | PG&E CORP (PCG) - 2.35% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.52% |
| #16 | DTE ENERGY CO (DTE) - 2.01% | JOHNSON & JOHNSON (JNJ) - 1.47% |
| #17 | AMEREN CORP (AEE) - 1.98% | VISA INC CLASS A (V) - 1.46% |
| #18 | NRG ENERGY INC (NRG) - 1.89% | WALMART INC (WMT) - 1.17% |
| #19 | EDISON INTERNATIONAL (EIX) - 1.82% | CISCO SYSTEMS INC (CSCO) - 1.15% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.82% | INTEL CORP (INTC) - 1.14% |
| #21 | ATMOS ENERGY CORP (ATO) - 1.81% | MASTERCARD INC CLASS A (MA) - 1.10% |
| #22 | PPL CORP (PPL) - 1.73% | APPLIED MATERIALS INC (AMAT) - 1.04% |
| #23 | EVERSOURCE ENERGY (ES) - 1.72% | ABBVIE INC (ABBV) - 1.03% |
| #24 | FIRSTENERGY CORP (FE) - 1.66% | COSTCO WHOLESALE CORP (COST) - 1.00% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.53% | BANK OF AMERICA CORP (BAC) - 0.98% |
| Total Holdings | 75 | 53 |
VPU vs XLG - Historical Returns
Returns include dividend reinvestment.
1M
VPU
-4.25%
Winner
XLG
+3.67%
3M
VPU
-2.73%
Winner
XLG
+1.59%
6M
VPU
+1.72%
Winner
XLG
+8.95%
1Y
VPU
+3.74%
Winner
XLG
+17.93%
5Y(CAGR)
VPU
+8.35%
Winner
XLG
+14.40%
10Y(CAGR)
VPU
+8.83%
Winner
XLG
+16.73%
Max(CAGR)
VPU
+9.61%
Winner
XLG
+11.55%
VPU vs XLG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | XLG |
|---|---|---|
| 2026 | +2.21% | +7.55% |
| 2025 | +15.69% | +19.86% |
| 2024 | +21.44% | +34.63% |
| 2023 | -7.47% | +38.98% |
| 2022 | +1.95% | -25.22% |
| 2021 | +20.23% | +32.52% |
| 2020 | +0.48% | +22.59% |
| 2019 | +27.23% | +31.49% |
| 2018 | +5.28% | -4.27% |
| 2017 | +12.90% | +22.13% |
| 2016 | +18.00% | +13.05% |
| 2015 | -5.35% | +4.39% |
| 2014 | +28.95% | +12.19% |
| 2013 | +12.65% | +25.40% |
| 2012 | +3.49% | +13.33% |
| 2011 | +18.22% | +3.57% |
| 2010 | +6.57% | +7.41% |
| 2009 | +9.14% | +16.95% |
| 2008 | -27.21% | -32.91% |
| 2007 | +16.61% | +4.53% |
| 2006 | +19.41% | +15.92% |
| 2005 | +16.00% | +3.78% |
| 2004 | +20.60% | N/A |
VPU vs XLG Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VPU drawdown is -7.05%. The current XLG drawdown is -1.81%.
| Rank | VPU | XLG |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -9.04% Jun 1, 2026 - Jul 29, 2026 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -7.99% Jul 16, 2007 - Sep 19, 2007 |
Correlation
Correlation between VPU and XLG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
VPU vs XLG dividend yield comparison.
| Year | VPU | XLG |
|---|---|---|
| 2026 | 1.36% | 0.33% |
| 2025 | 2.73% | 0.64% |
| 2024 | 3.02% | 0.72% |
| 2023 | 3.49% | 0.97% |
| 2022 | 2.98% | 1.34% |
| 2021 | 2.70% | 0.94% |
| 2020 | 3.17% | 1.25% |
| 2019 | 2.83% | 1.58% |
| 2018 | 3.23% | 2.00% |
| 2017 | 3.18% | 1.85% |
| 2016 | 3.19% | 2.00% |
| 2015 | 3.63% | 2.09% |
| 2014 | 3.02% | 1.97% |
| 2013 | 3.76% | 1.97% |
| 2012 | 3.98% | 2.21% |
| 2011 | 3.46% | 2.61% |
| 2010 | 3.79% | 1.93% |
| 2009 | 3.79% | 2.31% |
| 2008 | 3.87% | 3.10% |
| 2007 | 2.50% | 1.98% |
| 2006 | 2.85% | 1.72% |
| 2005 | 2.92% | 1.00% |
| 2004 | 2.64% | 0.00% |
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