VPU vs. USD=X
VPU (Vanguard Utilities ETF) is Utilities Equities fund tracking the MSCI US Investable Market Utilities 25/50 Index, while USD=X (USD Cash) is a currency. Over the past 10 years, VPU returned 8.85%/yr vs 0.00%/yr for USD=X.
Performance
VPU vs. USD=X - Performance Comparison
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Returns By Period
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%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
VPU vs. USD=X - 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% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
VPU vs. USD=X — Risk / Return Rank
VPU
USD=X
VPU vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities ETF (VPU) and USD Cash (USD=X). 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 | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.14 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | — | — |
| Martin ratioReturn relative to average drawdown | 2.66 | — | — |
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 | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | — | — |
Drawdowns
VPU vs. USD=X - Drawdown Comparison
The maximum VPU drawdown since its inception was -46.31%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VPU and USD=X.
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Drawdown Indicators
| VPU | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.31% | 0.00% | -46.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | 0.00% | -8.90% |
Max Drawdown (3Y)Largest decline over 3 years | -17.34% | 0.00% | -17.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | 0.00% | -25.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | 0.00% | -36.42% |
Current DrawdownCurrent decline from peak | -7.71% | 0.00% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -7.78% | 0.00% | -7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 0.00% | +4.02% |
Volatility
VPU vs. USD=X - Volatility Comparison
Vanguard Utilities ETF (VPU) has a higher volatility of 5.56% compared to USD Cash (USD=X) at 0.00%. This indicates that VPU's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPU | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 0.00% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 0.00% | +11.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 0.00% | +14.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 0.00% | +17.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 0.00% | +19.14% |
Frequently Asked Questions
VPU has higher volatility (5.56%) compared to USD=X (0.00%). In terms of maximum drawdown, VPU dropped -46.31% vs USD=X's 0.00%.
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