VPU vs XLU — stock comparison tool

VPU currently yields 2.87% TTM versus XLU at 2.89%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

VPUXLU
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
VPU
XLU

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

VPU Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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XLU Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
VPU$181.04
—

Vanguard Utilities ETF

XLU$41.88
—

State Street Utilities Select Sector SPDR ETF

Dividend Information

Dividend Yield
2.87%
2.89%
Annual Dividend
$5.20
$1.21
Dividend Growth (5yr)
-
-
Years of Growth
4
15
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

VPU

69 holdings
Utilities99.24%
Energy0.51%
Cash & Others0.36%
Industrials0.25%

Top 10 holdings

NameWeight
NEENextEra Energy Inc11.39%
SOSouthern Co/The6.74%
DUKDuke Energy Corp6.41%
CEGConstellation Energy Corp5.73%
AEPAmerican Electric Power Co Inc4.66%
DDominion Energy Inc3.84%
SRESempra3.68%
VSTVistra Corp3.36%
ETREntergy Corp3.34%
XELXcel Energy Inc3.17%
Top 1052.32%

XLU

31 holdings
Utilities100.00%

Top 10 holdings

NameWeight
NEENEXTERA ENERGY INC12.54%
SOSOUTHERN CO/THE7.90%
DUKDUKE ENERGY CORP7.13%
CEGCONSTELLATION ENERGY6.74%
AEPAMERICAN ELECTRIC POWER5.21%
DDOMINION ENERGY INC4.21%
SRESEMPRA4.11%
ETRENTERGY CORP3.69%
VSTVISTRA CORP3.61%
XELXCEL ENERGY INC3.59%
Top 1058.74%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

37312
VPUSharedXLU

Overlap by weight

89%

Share of portfolio weight that appears in both funds.

# overlapping holdings

31

VPU: 46% also in XLUXLU: 94% also in VPU

VPU: showing top 68 holdings by weight (of 69). Overlap counts use this top slice, not the full fund book.

Sector drift (VPU vs XLU)

Left = heavier in VPU. Right = heavier in XLU.

VPU overweight (left)XLU overweight (right)
31 shown

Overlapping tickers

NEE		11.4%12.5%11.4%
SO		6.7%7.9%6.7%
DUK		6.4%7.1%6.4%
CEG		5.7%6.7%5.7%
AEP		4.7%5.2%4.7%
D		3.8%4.2%3.8%
SRE		3.7%4.1%3.7%
VST		3.4%3.6%3.4%
ETR		3.3%3.7%3.3%
XEL		3.2%3.6%3.2%

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VPU vs XLU Dividend Comparison | DRIP Tool | Dividend Wealth