VPU vs. FUTBX
Compare and contrast key facts about Vanguard Utilities ETF (VPU) and Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX).
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. FUTBX is managed by Fidelity. It was launched on Mar 1, 2016.
Performance
VPU vs. FUTBX - Performance Comparison
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VPU vs. FUTBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPU Vanguard Utilities ETF | 8.24% | 16.46% | 23.04% | -7.45% | 1.06% | 17.40% | -0.74% | 24.89% | 4.38% | 12.89% |
FUTBX Fidelity SAI U.S. Treasury Bond Index Fund | -0.12% | 6.12% | 0.70% | 4.19% | -13.00% | -2.54% | 7.76% | 7.30% | 0.95% | 2.28% |
Returns By Period
In the year-to-date period, VPU achieves a 8.24% return, which is significantly higher than FUTBX's -0.12% return.
VPU
- 1D
- 0.42%
- 1M
- -2.05%
- YTD
- 8.24%
- 6M
- 5.69%
- 1Y
- 19.37%
- 3Y*
- 13.96%
- 5Y*
- 10.58%
- 10Y*
- 9.67%
FUTBX
- 1D
- 0.11%
- 1M
- -1.57%
- YTD
- -0.12%
- 6M
- 0.39%
- 1Y
- 2.74%
- 3Y*
- 2.50%
- 5Y*
- -0.35%
- 10Y*
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VPU vs. FUTBX - Expense Ratio Comparison
VPU has a 0.10% expense ratio, which is higher than FUTBX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VPU vs. FUTBX — Risk / Return Rank
VPU
FUTBX
VPU vs. FUTBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities ETF (VPU) and Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX). 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 | FUTBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.71 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.03 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.48 | +0.74 |
Martin ratioReturn relative to average drawdown | 5.27 | 3.72 | +1.55 |
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 | FUTBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.71 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | -0.06 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.25 | +0.30 |
Correlation
The correlation between VPU and FUTBX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VPU vs. FUTBX - Dividend Comparison
VPU's dividend yield for the trailing twelve months is around 2.56%, less than FUTBX's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPU Vanguard Utilities ETF | 2.56% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
FUTBX Fidelity SAI U.S. Treasury Bond Index Fund | 3.30% | 3.43% | 2.90% | 2.12% | 1.12% | 0.86% | 4.54% | 2.75% | 2.05% | 1.65% | 0.00% | 0.00% |
Drawdowns
VPU vs. FUTBX - Drawdown Comparison
The maximum VPU drawdown since its inception was -46.31%, which is greater than FUTBX's maximum drawdown of -19.69%. Use the drawdown chart below to compare losses from any high point for VPU and FUTBX.
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Drawdown Indicators
| VPU | FUTBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.31% | -19.69% | -26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -2.71% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -17.03% | -8.12% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | — | — |
Current DrawdownCurrent decline from peak | -2.71% | -7.79% | +5.08% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -6.94% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 1.08% | +2.66% |
Volatility
VPU vs. FUTBX - Volatility Comparison
Vanguard Utilities ETF (VPU) has a higher volatility of 4.99% compared to Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) at 1.43%. This indicates that VPU's price experiences larger fluctuations and is considered to be riskier than FUTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPU | FUTBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 1.43% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.18% | 2.54% | +7.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.51% | 4.24% | +11.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 5.79% | +11.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.07% | 5.17% | +13.90% |