Screener
VPU vs VOE
Vanguard Utilities Index Fund ETF Shares vs Vanguard Mid-Cap Value Index Fund
Key differences
- VOE is significantly larger than VPU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VOE has delivered higher annualized returns.
Side-by-side comparison
| VPU | VOE | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.05% |
| Fund size (AUM) | $11.1B | $36.7B |
| Since | 2004 | 2006 |
| Dividend yield | 2.52% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.9% | +24.7% |
| CAGR 3Y | +14.3% | +16.6% |
| CAGR 5Y | +9.9% | +9.0% |
| Sharpe 3Y | 0.70 | 0.93 |
| Volatility 1Y | 13.95% | 11.60% |
| Max drawdown | -36.42% | -43.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VPU and VOE
Explore further