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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

VPU vs VTWO: how they differ

VPU and VTWO hold 3% of their weight in the same names, and VTWO returned more over the year.

Vanguard Utilities Index Fund and Vanguard Russell 2000 Index Fund.

What they hold in common

By the books each fund has filed, VPU and VTWO hold 3% of their money in the same securities at the same weight.

Positions VPU and VTWO both hold, largest shared weight first
HoldingVPUVTWO
Ormat Technologies Inc0.44%0.25%
Oklo Inc0.39%0.24%
TXNM Energy Inc0.38%0.17%
Southwest Gas Holdings Inc0.35%0.17%
Portland General Electric Co0.37%0.17%
New Jersey Resources Corp0.37%0.16%
Black Hills Corp0.36%0.16%
Spire Inc0.32%0.14%
ONE Gas Inc0.31%0.14%
Northwestern Energy Group Inc0.29%0.13%
Avista Corp0.22%0.10%
Otter Tail Corp0.22%0.10%
Largest positions each one holds and the other does not
Only in VPUOnly in VTWO
NextEra Energy Inc 11.84%Bloom Energy Corp 1.83%
Southern Co/The 6.70%Credo Technology Group Holding Ltd 1.12%
Duke Energy Corp 6.31%Sterling Infrastructure Inc 0.76%
Constellation Energy Corp 5.86%Fabrinet 0.69%
American Electric Power Co Inc 4.47%Nextpower Inc 0.67%
Sempra 3.85%IonQ Inc 0.63%
Dominion Energy Inc 3.78%Coeur Mining Inc 0.58%
Vistra Corp 3.59%TTM Technologies Inc 0.52%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026.

VPU and VTWO on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
VPU
Vanguard Utilities Index Fund
VTWO
Vanguard Russell 2000 Index Fund
Where it sitsCore index fundCore index fund
IssuerVanguardVanguard
What it isUtilitiesRussell 2000
Total return, 1 year+2.1%+21.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−15.4 pts+3.9 pts
Expense ratio0.09%0.07%
Already in the S&P 50090.1%0.5%
Holdings661951

VPU in plain words

VPU is an index equity fund tracking the Utilities. Over the year to Sep 11, 2026 it returned +2.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 66 positions, with the top ten at 52.7%. It sat 9.8% below its high of Feb 27, 2026 on Sep 11, 2026.

VTWO in plain words

VTWO is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1951 positions, with the top ten at 7.8%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, VPU or VTWO?
In the year to Sep 12, 2026, with distributions reinvested, VPU returned +2.1% and VTWO returned +21.4%, so VTWO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, VPU or VTWO?
VPU charges 0.09% a year and VTWO charges 0.07%, so VTWO is cheaper. Fees come from each fund's prospectus.
How much do VPU and VTWO overlap with the S&P 500?
By their latest filed holdings, 90% of VPU and 0% of VTWO by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

VPU against VTWO, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, VPU against VTWO, data as of Sep 12, 2026. https://etfiq.com/compare/any/VPU-VTWO Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources