VOLT vs. VPU
Compare and contrast key facts about Tema Electrification ETF (VOLT) and Vanguard Utilities ETF (VPU).
VOLT and VPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VOLT is an actively managed fund by Tema. It was launched on Dec 3, 2024. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004.
Performance
VOLT vs. VPU - Performance Comparison
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VOLT vs. VPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
VOLT Tema Electrification ETF | 18.37% | 25.92% | -8.86% |
VPU Vanguard Utilities ETF | 7.79% | 16.46% | -5.24% |
Returns By Period
In the year-to-date period, VOLT achieves a 18.37% return, which is significantly higher than VPU's 7.79% return.
VOLT
- 1D
- 3.29%
- 1M
- -4.12%
- YTD
- 18.37%
- 6M
- 19.46%
- 1Y
- 61.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VPU
- 1D
- 0.02%
- 1M
- -3.12%
- YTD
- 7.79%
- 6M
- 6.07%
- 1Y
- 19.23%
- 3Y*
- 13.81%
- 5Y*
- 10.49%
- 10Y*
- 9.62%
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VOLT vs. VPU - Expense Ratio Comparison
VOLT has a 0.75% expense ratio, which is higher than VPU's 0.10% expense ratio.
Return for Risk
VOLT vs. VPU — Risk / Return Rank
VOLT
VPU
VOLT vs. VPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema Electrification ETF (VOLT) 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.
| VOLT | VPU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.88 | 1.25 | +1.63 |
Sortino ratioReturn per unit of downside risk | 3.55 | 1.70 | +1.85 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.23 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 6.14 | 2.30 | +3.83 |
Martin ratioReturn relative to average drawdown | 19.19 | 5.48 | +13.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VOLT | VPU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.88 | 1.25 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.62 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.55 | +0.56 |
Correlation
The correlation between VOLT and VPU is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VOLT vs. VPU - Dividend Comparison
VOLT's dividend yield for the trailing twelve months is around 0.39%, less than VPU's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOLT Tema Electrification ETF | 0.39% | 0.46% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPU Vanguard Utilities ETF | 2.57% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
Drawdowns
VOLT vs. VPU - Drawdown Comparison
The maximum VOLT drawdown since its inception was -23.40%, smaller than the maximum VPU drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for VOLT and VPU.
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Drawdown Indicators
| VOLT | VPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.40% | -46.31% | +22.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.00% | -8.90% | -1.10% |
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 | -5.10% | -3.12% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -7.82% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.74% | -0.54% |
Volatility
VOLT vs. VPU - Volatility Comparison
Tema Electrification ETF (VOLT) has a higher volatility of 9.44% compared to Vanguard Utilities ETF (VPU) at 4.99%. This indicates that VOLT's price experiences larger fluctuations and is considered to be riskier than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOLT | VPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.44% | 4.99% | +4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.70% | 10.18% | +5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.43% | 15.54% | +5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.85% | 16.91% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 19.07% | +4.78% |