XLU vs VOOG
Comparison between THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF) and VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF).
5-Year PerformanceVOOG has outperformed XLU, delivering a return of +16.4% compared to +10.3%
XLU vs VOOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLU
$24B
Winner
VOOG
$24B
Expense Ratio
XLU
0.08%
Winner
VOOG
0.07%
Max Drawdown
XLU
55.68%
Winner
VOOG
33.14%
Sharpe Ratio
XLU
0.84
Winner
VOOG
1.96
5Y Beta
Winner
XLU
0.34
VOOG
1.21
P/E Ratio
Winner
XLU
21.37
VOOG
32.01
Forward P/E
Winner
XLU
18.73
VOOG
25.86
PEG Ratio
XLU
0.90
Winner
VOOG
0.61
5Y Dividends CAGR
XLU
3.84%
Winner
VOOG
11.71%
5Y EPS CAGR
XLU
12.67%
Winner
VOOG
34.08%
Debt to Equity
XLU
131.09%
Winner
VOOG
30.90%
P/S Ratio
Winner
XLU
2.99
VOOG
6.26
P/B Ratio
Winner
XLU
2.49
VOOG
8.85
XLU vs VOOG - Holdings Comparison
XLU and VOOG have 7 common holdings. Overlap is 1.11%
XLU's top 25 holdings weight is 92.16%. VOOG's top 25 holdings weight is 73.29%.
| Rank | XLU | VOOG |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.91% | NVIDIA CORP (NVDA) - 13.53% |
| #2 | SOUTHERN CO (SO) - 7.32% | APPLE INC (AAPL) - 5.96% |
| #3 | CONSTELLATION ENERGY CORP (CEG) - 6.93% | MICROSOFT CORP (MSFT) - 5.96% |
| #4 | DUKE ENERGY CORP (DUK) - 6.88% | BROADCOM INC (AVGO) - 5.94% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.14% | ALPHABET INC CLASS A (GOOGL) - 5.83% |
| #6 | SEMPRA (SRE) - 4.27% | ALPHABET INC CLASS C (GOOG) - 4.68% |
| #7 | DOMINION ENERGY INC (D) - 3.73% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #8 | ENTERGY CORP (ETR) - 3.68% | AMAZON.COM INC (AMZN) - 4.11% |
| #9 | VISTRA CORP (VST) - 3.54% | TESLA INC (TSLA) - 3.78% |
| #10 | XCEL ENERGY INC (XEL) - 3.34% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | EXELON CORP (EXC) - 3.28% | VISA INC CLASS A (V) - 1.78% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.76% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.60% | NETFLIX INC (NFLX) - 1.43% |
| #15 | PG&E CORP (PCG) - 2.49% | MASTERCARD INC CLASS A (MA) - 1.42% |
| #16 | NRG ENERGY INC (NRG) - 2.32% | COSTCO WHOLESALE CORP (COST) - 1.27% |
| #17 | ATMOS ENERGY CORP (ATO) - 2.15% | n/a (PLTR) - 1.20% |
| #18 | AMEREN CORP (AEE) - 2.14% | ORACLE CORP (ORCL) - 1.05% |
| #19 | DTE ENERGY CO (DTE) - 2.07% | WALMART INC (WMT) - 1.02% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.97% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | PPL CORP (PPL) - 1.92% | CATERPILLAR INC (CAT) - 0.84% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.84% | SALESFORCE INC (CRM) - 0.69% |
| #23 | EVERSOURCE ENERGY (ES) - 1.79% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.71% | AMERICAN EXPRESS CO (AXP) - 0.62% |
| #25 | FIRSTENERGY CORP (FE) - 1.65% | UBER TECHNOLOGIES INC (UBER) - 0.57% |
| Total Holdings | 34 | 220 |
XLU vs VOOG - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-2.59%
Winner
VOOG
+11.16%
3M
XLU
+0.56%
Winner
VOOG
+13.80%
6M
XLU
+1.96%
Winner
VOOG
+10.10%
1Y
XLU
+16.51%
Winner
VOOG
+35.51%
5Y(CAGR)
XLU
+10.31%
Winner
VOOG
+16.41%
10Y(CAGR)
XLU
+9.60%
Winner
VOOG
+18.02%
Max(CAGR)
XLU
+7.95%
Winner
VOOG
+16.94%
XLU vs VOOG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | VOOG |
|---|---|---|
| 2026 | +5.38% | +10.24% |
| 2025 | +15.12% | +22.07% |
| 2024 | +21.52% | +38.05% |
| 2023 | -7.17% | +31.59% |
| 2022 | +2.43% | -30.01% |
| 2021 | +20.74% | +33.81% |
| 2020 | +1.85% | +31.48% |
| 2019 | +28.12% | +31.11% |
| 2018 | +4.90% | -1.19% |
| 2017 | +12.31% | +26.26% |
| 2016 | +16.30% | +8.82% |
| 2015 | -5.35% | +5.46% |
| 2014 | +30.73% | +15.66% |
| 2013 | +11.01% | +29.59% |
| 2012 | +2.87% | +12.99% |
| 2011 | +19.04% | +3.57% |
| 2010 | +5.10% | +15.80% |
| 2009 | +9.16% | N/A |
| 2008 | -28.52% | N/A |
| 2007 | +18.09% | N/A |
| 2006 | +18.82% | N/A |
| 2005 | +17.72% | N/A |
| 2004 | +23.90% | N/A |
| 2003 | +23.54% | N/A |
| 2002 | -29.77% | N/A |
| 2001 | -11.65% | N/A |
| 2000 | +26.52% | N/A |
| 1999 | -5.71% | N/A |
XLU vs VOOG Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The current XLU drawdown is -4.67%. The current VOOG drawdown is -0.29%.
| Rank | XLU | VOOG |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -32.74% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -31.42% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -22.18% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -20.78% Oct 1, 2018 - Apr 23, 2019 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -16.17% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -13.71% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -13.25% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -12.86% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -11.79% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -9.99% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -8.64% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -8.51% Apr 2, 2012 - Aug 6, 2012 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -7.90% Sep 21, 2012 - Jan 22, 2013 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -7.40% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLU and VOOG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
XLU vs VOOG dividend yield comparison.
| Year | XLU | VOOG |
|---|---|---|
| 2026 | 0.69% | 0.12% |
| 2025 | 2.71% | 0.49% |
| 2024 | 2.96% | 0.49% |
| 2023 | 3.39% | 1.12% |
| 2022 | 2.92% | 0.93% |
| 2021 | 2.79% | 0.53% |
| 2020 | 3.14% | 0.88% |
| 2019 | 2.95% | 1.26% |
| 2018 | 3.33% | 1.34% |
| 2017 | 3.33% | 1.32% |
| 2016 | 3.41% | 1.47% |
| 2015 | 3.67% | 1.56% |
| 2014 | 3.19% | 1.28% |
| 2013 | 3.86% | 1.46% |
| 2012 | 4.14% | 1.75% |
| 2011 | 3.80% | 1.60% |
| 2010 | 4.06% | 0.36% |
| 2009 | 4.11% | 0.00% |
| 2008 | 4.26% | 0.00% |
| 2007 | 2.59% | 0.00% |
| 2006 | 3.23% | 0.00% |
| 2005 | 3.22% | 0.00% |
| 2004 | 3.14% | 0.00% |
| 2003 | 3.41% | 0.00% |
| 2002 | 4.81% | 0.00% |
| 2001 | 3.14% | 0.00% |
| 2000 | 4.26% | 0.00% |
| 1999 | 1.30% | 0.00% |
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