Get the weekly note

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 XBI: how they differ

VPU and XBI hold 0% of their weight in the same names, and XBI returned more over the year.

Vanguard Utilities Index Fund and State Street(R) SPDR(R) S&P(R) Biotech ETF.

What they hold in common

By the books each fund has filed, VPU and XBI hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in VPUOnly in XBI
NextEra Energy Inc 11.84%Apogee Therapeutics Inc 1.49%
Southern Co/The 6.70%Moderna Inc 1.41%
Duke Energy Corp 6.31%Twist Bioscience Corp 1.41%
Constellation Energy Corp 5.86%Oruka Therapeutics Inc 1.38%
American Electric Power Co Inc 4.47%Kymera Therapeutics Inc 1.36%
Sempra 3.85%Viking Therapeutics Inc 1.31%
Dominion Energy Inc 3.78%Praxis Precision Medicines Inc 1.29%
Vistra Corp 3.59%Erasca Inc 1.27%

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 Jun 30, 2026 and May 31, 2026.

VPU and XBI on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
VPU
Vanguard Utilities Index Fund
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
Where it sitsCore index fundCore index fund
IssuerVanguardState Street
What it isUtilitiesSPDR S&P Biotech
Total return, 1 year+2.1%+64.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−15.4 pts+46.5 pts
Expense ratio0.09%0.35%
Already in the S&P 50090.1%8.5%
Holdings66150

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.

XBI in plain words

XBI is an index equity fund tracking the SPDR S&P Biotech. Over the year to Sep 11, 2026 it returned +64.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 8% of the fund by weight is stocks the S&P 500 also holds, across 150 positions, with the top ten at 13.3%. It sat 9.6% below its high of Feb 8, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, VPU or XBI?
In the year to Sep 12, 2026, with distributions reinvested, VPU returned +2.1% and XBI returned +64.0%, so XBI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, VPU or XBI?
VPU charges 0.09% a year and XBI charges 0.35%, so VPU is cheaper. Fees come from each fund's prospectus.
How much do VPU and XBI overlap with the S&P 500?
By their latest filed holdings, 90% of VPU and 8% of XBI by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Other comparisons

Where to next

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

A comparison is not a recommendation. Standards and sources