VPU vs. ISPA.DE
VPU (Vanguard Utilities ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - VPU is a Utilities Equities fund tracking the MSCI US Investable Market Utilities 25/50 Index, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, VPU returned 8.85%/yr vs 9.23%/yr for ISPA.DE. At a 0.34 correlation, their price movements are largely independent. VPU charges 0.09%/yr vs 0.46%/yr for ISPA.DE.
Performance
VPU vs. ISPA.DE - Performance Comparison
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Different Trading Currencies
VPU is traded in USD, while ISPA.DE is traded in EUR. To make them comparable, the ISPA.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, VPU achieves a 2.68% return, which is significantly lower than ISPA.DE's 12.16% return. Both investments have delivered pretty close results over the past 10 years, with VPU having a 8.85% annualized return and ISPA.DE not far ahead at 9.23%.
VPU
- 1D
- -1.87%
- 1M
- -2.65%
- YTD
- 2.68%
- 6M
- 3.11%
- 1Y
- 10.68%
- 3Y*
- 12.74%
- 5Y*
- 8.91%
- 10Y*
- 8.85%
ISPA.DE
- 1D
- 0.60%
- 1M
- 0.90%
- YTD
- 12.16%
- 6M
- 15.03%
- 1Y
- 31.44%
- 3Y*
- 21.88%
- 5Y*
- 9.96%
- 10Y*
- 9.23%
VPU vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPU Vanguard Utilities ETF | 2.68% | 16.46% | 23.04% | -7.45% | 1.06% | 17.40% | -0.74% | 24.89% | 4.38% | 12.44% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 12.16% | 35.16% | 6.51% | 8.11% | -5.10% | 12.74% | -0.24% | 21.61% | -11.86% | 17.53% |
Correlation
The correlation between VPU and ISPA.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.34 |
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Return for Risk
VPU vs. ISPA.DE — Risk / Return Rank
VPU
ISPA.DE
VPU vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities ETF (VPU) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE). 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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -3.09 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.53 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 5.88 | -4.67 |
| Martin ratioReturn relative to average drawdown | 2.66 | 20.02 | -17.36 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 3.02 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.68 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.56 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.52 | +0.01 |
Drawdowns
VPU vs. ISPA.DE - Drawdown Comparison
The maximum VPU drawdown since its inception was -46.31%, which is greater than ISPA.DE's maximum drawdown of -40.28%. Use the drawdown chart below to compare losses from any high point for VPU and ISPA.DE.
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Drawdown Indicators
| VPU | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.31% | -40.28% | -6.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -5.38% | -3.52% |
Max Drawdown (3Y)Largest decline over 3 years | -17.34% | -13.70% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -24.03% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | -40.28% | +3.86% |
Current DrawdownCurrent decline from peak | -7.71% | -1.37% | -6.34% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -5.77% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 1.58% | +2.44% |
Volatility
VPU vs. ISPA.DE - Volatility Comparison
Vanguard Utilities ETF (VPU) has a higher volatility of 5.56% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 3.09%. This indicates that VPU's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPU | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 3.09% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 7.98% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 10.48% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 14.43% | +2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 16.27% | +2.87% |
VPU vs. ISPA.DE - Expense Ratio Comparison
VPU has a 0.09% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
VPU vs. ISPA.DE - Dividend Comparison
VPU's dividend yield for the trailing twelve months is around 2.70%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
VPU Vanguard Utilities ETF | 2.70% | 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
VPU and ISPA.DE have a correlation of 0.31, 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 0.46% for ISPA.DE.
VPU is categorized as Utilities Equities, while ISPA.DE is Global Equities. VPU tracks MSCI US Investable Market Utilities 25/50 Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.09% for VPU and 0.46% for ISPA.DE.
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