XLG vs VPU
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceXLG has outperformed VPU, delivering a return of +13.6% compared to +7.5%
XLG vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLG
$11B
VPU
$11B
Expense Ratio
XLG
0.20%
Winner
VPU
0.09%
Max Drawdown
XLG
53.81%
Winner
VPU
48.41%
Sharpe Ratio
Winner
XLG
0.81
VPU
0.16
5Y Beta
XLG
1.06
Winner
VPU
0.32
P/E Ratio
XLG
27.07
Winner
VPU
19.73
Forward P/E
XLG
21.49
Winner
VPU
15.97
PEG Ratio
XLG
0.28
VPU
N/A
5Y Dividends CAGR
XLG
2.46%
Winner
VPU
8.83%
5Y EPS CAGR
Winner
XLG
33.33%
VPU
12.44%
Debt to Equity
Winner
XLG
14.99%
VPU
130.26%
P/S Ratio
XLG
6.17
Winner
VPU
2.79
P/B Ratio
XLG
7.77
Winner
VPU
2.17
XLG vs VPU - Holdings Comparison
XLG and VPU have 1 common holdings. Overlap is 0.00%
XLG's top 25 holdings weight is 81.92%. VPU's top 25 holdings weight is 82.70%.
| Rank | XLG | VPU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.65% | NEXTERA ENERGY INC (NEE) - 11.60% |
| #2 | APPLE INC (AAPL) - 10.75% | SOUTHERN CO (SO) - 6.84% |
| #3 | MICROSOFT CORP (MSFT) - 8.99% | DUKE ENERGY CORP (DUK) - 6.24% |
| #4 | AMAZON.COM INC (AMZN) - 6.40% | CONSTELLATION ENERGY CORP (CEG) - 4.85% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.84% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.71% |
| #6 | BROADCOM INC (AVGO) - 4.73% | SEMPRA (SRE) - 3.84% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.89% | DOMINION ENERGY INC (D) - 3.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.16% | VISTRA CORP (VST) - 3.40% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.35% | ENTERGY CORP (ETR) - 3.33% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.33% | XCEL ENERGY INC (XEL) - 3.18% |
| #11 | ELI LILLY AND CO (LLY) - 2.31% | EXELON CORP (EXC) - 3.02% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.27% | CONSOLIDATED EDISON INC (ED) - 2.58% |
| #13 | TESLA INC (TSLA) - 2.25% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.86% | WEC ENERGY GROUP INC (WEC) - 2.41% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.59% | PG&E CORP (PCG) - 2.35% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.50% | DTE ENERGY CO (DTE) - 2.01% |
| #17 | VISA INC CLASS A (V) - 1.45% | AMEREN CORP (AEE) - 1.98% |
| #18 | WALMART INC (WMT) - 1.19% | NRG ENERGY INC (NRG) - 1.89% |
| #19 | CISCO SYSTEMS INC (CSCO) - 1.14% | EDISON INTERNATIONAL (EIX) - 1.82% |
| #20 | INTEL CORP (INTC) - 1.11% | CENTERPOINT ENERGY INC (CNP) - 1.82% |
| #21 | MASTERCARD INC CLASS A (MA) - 1.09% | ATMOS ENERGY CORP (ATO) - 1.81% |
| #22 | ABBVIE INC (ABBV) - 1.06% | PPL CORP (PPL) - 1.73% |
| #23 | COSTCO WHOLESALE CORP (COST) - 1.01% | EVERSOURCE ENERGY (ES) - 1.72% |
| #24 | BANK OF AMERICA CORP (BAC) - 1.00% | FIRSTENERGY CORP (FE) - 1.66% |
| #25 | APPLIED MATERIALS INC (AMAT) - 1.00% | AMERICAN WATER WORKS CO INC (AWK) - 1.53% |
| Total Holdings | 53 | 75 |
XLG vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLG
-0.08%
VPU
-2.20%
3M
Winner
XLG
-1.20%
VPU
-1.71%
6M
Winner
XLG
+10.34%
VPU
-7.50%
1Y
Winner
XLG
+14.26%
VPU
+5.50%
5Y(CAGR)
Winner
XLG
+13.63%
VPU
+7.47%
10Y(CAGR)
Winner
XLG
+16.67%
VPU
+8.90%
Max(CAGR)
Winner
XLG
+11.48%
VPU
+9.51%
XLG vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | XLG | VPU |
|---|---|---|
| 2026 | +7.11% | +0.85% |
| 2025 | +19.86% | +15.69% |
| 2024 | +34.63% | +21.44% |
| 2023 | +38.98% | -7.47% |
| 2022 | -25.22% | +1.95% |
| 2021 | +32.52% | +20.23% |
| 2020 | +22.59% | +0.48% |
| 2019 | +31.49% | +27.23% |
| 2018 | -4.27% | +5.28% |
| 2017 | +22.13% | +12.90% |
| 2016 | +13.05% | +18.00% |
| 2015 | +4.39% | -5.35% |
| 2014 | +12.19% | +28.95% |
| 2013 | +25.40% | +12.65% |
| 2012 | +13.33% | +3.49% |
| 2011 | +3.57% | +18.22% |
| 2010 | +7.41% | +6.57% |
| 2009 | +16.95% | +9.14% |
| 2008 | -32.91% | -27.21% |
| 2007 | +4.53% | +16.61% |
| 2006 | +15.92% | +19.41% |
| 2005 | +3.78% | +16.00% |
| 2004 | N/A | +20.60% |
XLG vs VPU Drawdown Comparison
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current XLG drawdown is -2.21%. The current VPU drawdown is -8.29%.
| Rank | XLG | VPU |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 2023 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -9.04% Jun 1, 2026 - Jul 29, 2026 | -10.00% Feb 27, 2026 - Aug 31, 2026 |
| #13 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #14 | -8.26% Apr 29, 2019 - Jul 2, 2019 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #15 | -7.99% Jul 16, 2007 - Sep 19, 2007 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
Correlation
Correlation between XLG and VPU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
XLG vs VPU dividend yield comparison.
| Year | XLG | VPU |
|---|---|---|
| 2026 | 0.33% | 1.38% |
| 2025 | 0.64% | 2.73% |
| 2024 | 0.72% | 3.02% |
| 2023 | 0.97% | 3.49% |
| 2022 | 1.34% | 2.98% |
| 2021 | 0.94% | 2.70% |
| 2020 | 1.25% | 3.17% |
| 2019 | 1.58% | 2.83% |
| 2018 | 2.00% | 3.23% |
| 2017 | 1.85% | 3.18% |
| 2016 | 2.00% | 3.19% |
| 2015 | 2.09% | 3.63% |
| 2014 | 1.97% | 3.02% |
| 2013 | 1.97% | 3.76% |
| 2012 | 2.21% | 3.98% |
| 2011 | 2.61% | 3.46% |
| 2010 | 1.93% | 3.79% |
| 2009 | 2.31% | 3.79% |
| 2008 | 3.10% | 3.87% |
| 2007 | 1.98% | 2.50% |
| 2006 | 1.72% | 2.85% |
| 2005 | 1.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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