VPU vs XLU

Vanguard Utilities ETF vs Utilities Select Sector SPDR

Quick take
  • XLU has the lower expense ratio at 0.08% vs 0.09% for VPU.

Side-by-side metrics

MetricVPUXLU
Expense ratio
Annual fee. Lower is better.
0.09%0.08%
Dividend yield
Trailing 12-month yield.
2.64%2.64%
AUM
Assets under management — bigger funds are typically more liquid.
$10.76B$23.11B
YTD return
7.24%7.67%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.500.49
P/E ratio
20.6120.84
Last price
$194.97$45.13
Inception
Issuer
VanguardState Street

VPU top holdings

Top holdings · VPU
NEENextEra Energy Inc11.73%
SOSouthern Co6.71%
DUKDuke Energy Corp6.17%
CEGConstellation Energy Corp5.73%
AEPAmerican Electric Power Co Inc4.45%
DDominion Energy Inc3.80%
SRESempra3.76%
VSTVistra Corp3.51%
ETREntergy Corp3.23%
XELXcel Energy Inc3.21%
Sector breakdown · VPU
Utilities99.3%
Industrials0.2%
Energy0.5%

XLU top holdings

Top holdings · XLU
NEENextEra Energy Inc12.86%
SOSouthern Co7.58%
DUKDuke Energy Corp6.93%
CEGConstellation Energy Corp5.58%
AEPAmerican Electric Power Co Inc5.23%
SRESempra4.26%
DDominion Energy Inc4.22%
ETREntergy Corp3.70%
VSTVistra Corp3.53%
XELXcel Energy Inc3.52%
Sector breakdown · XLU
Utilities100.0%

About VPU

VPU (Vanguard Utilities ETF) is US utilities sector stocks. Managed by Vanguard, the fund carries $10.8B in assets under management, an expense ratio of 0.09%, a dividend yield of 2.64%. Its largest holding is NextEra Energy Inc (NEE), which represents 11.7% of the portfolio. Utilities is the fund's largest sector exposure at 99.3%.

About XLU

XLU (Utilities Select Sector SPDR) is S&P 500 utilities sector. Managed by State Street, the fund carries $23.1B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.64%. Its largest holding is NextEra Energy Inc (NEE), which represents 12.9% of the portfolio. Utilities is the fund's largest sector exposure at 100.0%.