VPU vs. RYU
Compare and contrast key facts about Vanguard Utilities ETF (VPU) and Invesco S&P 500® Equal Weight Utilities ETF (RYU).
VPU and RYU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. RYU is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Utilities Plus. It was launched on Nov 1, 2006. Both VPU and RYU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPU or RYU.
Key characteristics
| VPU | RYU |
|---|
Correlation
The correlation between VPU and RYU is 0.88, 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.
Performance
VPU vs. RYU - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VPU vs. RYU - Expense Ratio Comparison
VPU has a 0.10% expense ratio, which is lower than RYU's 0.40% expense ratio.
Risk-Adjusted Performance
VPU vs. RYU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities ETF (VPU) and Invesco S&P 500® Equal Weight Utilities ETF (RYU). 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.
Dividends
VPU vs. RYU - Dividend Comparison
VPU's dividend yield for the trailing twelve months is around 3.30%, while RYU has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPU Vanguard Utilities ETF | 3.30% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
RYU Invesco S&P 500® Equal Weight Utilities ETF | 3.07% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 0.74% | 3.08% | 2.98% | 4.14% | 2.91% | 3.70% |
Drawdowns
VPU vs. RYU - Drawdown Comparison
Volatility
VPU vs. RYU - Volatility Comparison
Vanguard Utilities ETF (VPU) has a higher volatility of 4.39% compared to Invesco S&P 500® Equal Weight Utilities ETF (RYU) at 0.00%. This indicates that VPU's price experiences larger fluctuations and is considered to be riskier than RYU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.