BILT vs. VPU
BILT (iShares Infrastructure Active ETF) and VPU (Vanguard Utilities ETF) are both Utilities Equities funds. BILT is actively managed, while VPU is passively managed. A 0.73 correlation means they provide meaningful diversification when combined. BILT charges 0.60%/yr vs 0.09%/yr for VPU.
Performance
BILT vs. VPU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BILT achieves a 13.47% return, which is significantly higher than VPU's 6.78% return.
BILT
- 1D
- 0.43%
- 1M
- -0.78%
- YTD
- 13.47%
- 6M
- 13.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VPU
- 1D
- 0.75%
- 1M
- -0.09%
- YTD
- 6.78%
- 6M
- 6.90%
- 1Y
- 13.99%
- 3Y*
- 14.85%
- 5Y*
- 10.36%
- 10Y*
- 9.25%
BILT vs. VPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 13.47% | 4.16% |
VPU Vanguard Utilities ETF | 6.78% | 1.92% |
Correlation
The correlation between BILT and VPU is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.73 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BILT vs. VPU — Risk / Return Rank
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VPU
BILT vs. VPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and Vanguard Utilities ETF (VPU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BILT | VPU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.17 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.58 | — |
| Martin ratioReturn relative to average drawdown | — | 3.36 | — |
Loading charts...
Drawdowns
BILT vs. VPU - Drawdown Comparison
The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum VPU drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for BILT and VPU.
Loading charts...
Drawdown Indicators
| BILT | VPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.38% | -46.31% | +40.93% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.90% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.34% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.42% | — |
Current DrawdownCurrent decline from peak | -1.42% | -4.02% | +2.60% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -7.78% | +6.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.17% | — |
Volatility
BILT vs. VPU - Volatility Comparison
Loading charts...
Volatility by Period
| BILT | VPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.15% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.28% | 14.44% | -4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.28% | 17.03% | -6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.28% | 19.15% | -8.87% |
BILT vs. VPU - Expense Ratio Comparison
BILT has a 0.60% expense ratio, which is higher than VPU's 0.09% expense ratio.
Dividends
BILT vs. VPU - Dividend Comparison
BILT's dividend yield for the trailing twelve months is around 5.74%, more than VPU's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.74% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPU Vanguard Utilities ETF | 2.59% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
Frequently Asked Questions
BILT and VPU have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VPU is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VPU is cheaper with a 0.09% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.74%, compared with 2.59% for VPU.
They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.60% for BILT and 0.09% for VPU.
Find the right allocation for BILT and VPU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer