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VPU vs VTWV
Vanguard Utilities Index Fund ETF Shares vs Vanguard Russell 2000 Value Index Fund ETF Shares
Key differences
- VPU is significantly larger than VTWV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VTWV has delivered higher annualized returns.
- VPU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VPU | VTWV | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.06% |
| Fund size (AUM) | $11.1B | $1.2B |
| Since | 2004 | 2010 |
| Dividend yield | 2.52% | 1.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.9% | +47.3% |
| CAGR 3Y | +14.3% | +19.8% |
| CAGR 5Y | +9.9% | +8.0% |
| Sharpe 3Y | 0.70 | 0.80 |
| Volatility 1Y | 13.95% | 18.33% |
| Max drawdown | -36.42% | -45.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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