ETF comparison
VPU vs XLU
Both Utilities.
Vanguard Utilities Index Fund ETF Shares · State Street Utilities Select Sector SPDR ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of VPU and XLU would leave roughly 89.3% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLU is 1 bps cheaper than VPU. On a $100,000 position that's about $10/yr more in fees for VPU.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with VPU vs XLU.
Top shared holdings
31 shared in total| # | Holding | In VPU | In XLU | Overlap |
|---|---|---|---|---|
| 1 | NextEra Energy Inc | 11.92% | 13.59% | 11.92% |
| 2 | Southern Co/The | 6.36% | 7.47% | 6.36% |
| 3 | Duke Energy Corp | 6.28% | 7.15% | 6.28% |
| 4 | Constellation Energy Corp | 6.36% | 6.11% | 6.11% |
| 5 | American Electric Power Co Inc | 4.42% | 4.98% | 4.42% |
| 6 | Sempra | 3.88% | 4.46% | 3.88% |
| 7 | Vistra Corp | 3.64% | 3.36% | 3.36% |
| 8 | Dominion Energy Inc | 3.32% | 3.71% | 3.32% |
| 9 | Xcel Energy Inc | 3.04% | 3.30% | 3.04% |
| 10 | Entergy Corp | 2.95% | 3.57% | 2.95% |
| 11 | Exelon Corp | 2.81% | 3.52% | 2.81% |
| 12 | Public Service Enterprise Group Inc | 2.65% | 2.84% | 2.65% |
Only in VPU
36 total- Talen Energy Corp 0.89%
- Essential Utilities Inc 0.69%
- OGE Energy Corp 0.61%
- UGI Corp 0.50%
- National Fuel Gas Co 0.48%
- IDACORP Inc 0.48%
- Oklo Inc 0.43%
- Ormat Technologies Inc 0.37%
- Portland General Electric Co 0.36%
- TXNM Energy Inc 0.35%
Only in XLU
1 total- State Street Global Advisors 0.05%
Open VPU or XLU at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.