The Vanguard Utilities Index Fund ETF has underperformed the S&P 500 recently, with utilities sector returns flat year-to-date vs. double-digit S&P 500 gains. Learn more about VPU ETF here.
The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and the Vanguard Utilities Index Fund ETF (NYSEARCA:VPU). They look nearly identical on a screener, but they make different bets on who actually captures ... XLU vs. VPU: Which Utilities ETF Best Powers the AI Data-Center Boom?
US electricity demand grew roughly flat for a decade. That ended once hyperscalers began signing twenty-year power purchase agreements to feed AI training clusters. Utilities are now planning generation and transmission build-outs on a scale not seen since the 1970s, and three ETFs offer different ways to own that capex cycle: Utilities Select Sector SPDR ... 3 Utility ETFs to Buy Now as AI Data Centers Trigger a 1970s-Scale Power Buildout
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