VPU vs. FSUTX
Compare and contrast key facts about Vanguard Utilities ETF (VPU) and Fidelity Select Utilities Portfolio (FSUTX).
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. FSUTX is managed by Fidelity. It was launched on Dec 9, 1981.
Performance
VPU vs. FSUTX - Performance Comparison
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VPU vs. FSUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPU Vanguard Utilities ETF | 8.87% | 16.46% | 23.04% | -7.45% | 1.06% | 17.40% | -0.74% | 24.89% | 4.38% | 12.44% |
FSUTX Fidelity Select Utilities Portfolio | 7.93% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
Returns By Period
In the year-to-date period, VPU achieves a 8.87% return, which is significantly higher than FSUTX's 7.93% return. Over the past 10 years, VPU has underperformed FSUTX with an annualized return of 9.79%, while FSUTX has yielded a comparatively higher 12.16% annualized return.
VPU
- 1D
- 0.59%
- 1M
- -0.87%
- YTD
- 8.87%
- 6M
- 6.36%
- 1Y
- 19.64%
- 3Y*
- 14.48%
- 5Y*
- 10.71%
- 10Y*
- 9.79%
FSUTX
- 1D
- 0.65%
- 1M
- -1.60%
- YTD
- 7.93%
- 6M
- 5.72%
- 1Y
- 21.27%
- 3Y*
- 18.16%
- 5Y*
- 13.99%
- 10Y*
- 12.16%
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VPU vs. FSUTX - Expense Ratio Comparison
VPU has a 0.10% expense ratio, which is lower than FSUTX's 0.74% expense ratio.
Return for Risk
VPU vs. FSUTX — Risk / Return Rank
VPU
FSUTX
VPU vs. FSUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities ETF (VPU) and Fidelity Select Utilities Portfolio (FSUTX). 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.
| VPU | FSUTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.36 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.86 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.43 | -0.17 |
Martin ratioReturn relative to average drawdown | 5.36 | 6.07 | -0.71 |
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
| VPU | FSUTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.36 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.82 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.63 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.68 | -0.13 |
Correlation
The correlation between VPU and FSUTX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VPU vs. FSUTX - Dividend Comparison
VPU's dividend yield for the trailing twelve months is around 2.54%, less than FSUTX's 6.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPU Vanguard Utilities ETF | 2.54% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
FSUTX Fidelity Select Utilities Portfolio | 6.12% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
Drawdowns
VPU vs. FSUTX - Drawdown Comparison
The maximum VPU drawdown since its inception was -46.31%, smaller than the maximum FSUTX drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for VPU and FSUTX.
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Drawdown Indicators
| VPU | FSUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.31% | -66.73% | +20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -9.21% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -20.15% | -5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | -37.61% | +1.19% |
Current DrawdownCurrent decline from peak | -2.14% | -3.53% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -11.29% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.68% | +0.06% |
Volatility
VPU vs. FSUTX - Volatility Comparison
The current volatility for Vanguard Utilities ETF (VPU) is 5.01%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 6.00%. This indicates that VPU experiences smaller price fluctuations and is considered to be less risky than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPU | FSUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 6.00% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 12.20% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 16.20% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 17.20% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 19.29% | -0.23% |