ZAPvsVPUETF Comparison
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Global X U.S. Electrification ETF (ZAP) belongs to the Infrastructure segment. Vanguard Utilities ETF (VPU) is part of the US Utilities segment. ZAP's top 3 sector exposures are Utilities, Industrials and Business Services. In contrast, VPU's top sector exposures are Utilities, Energy and Non-Energy Materials. ZAP is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.09% for VPU. ZAP is up 16.41% year-to-date (YTD) with +$184M in YTD flows. VPU performs worse with 9.28% YTD performance, and +$408M in YTD flows. Run a side-by-side ETF comparison of ZAP and VPU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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ZAP vs VPU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ZAP VPU | -3.02%+1.30% | -0.08%+0.46% | +16.41%+9.28% | +22.38%+12.52% | n/a+47.62% | n/a+61.96% |
| Flows | ZAP VPU | +$15M+$82M | +$56M+$60M | +$184M+$408M | +$325M+$931M | -+$1.32B | -+$1.91B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ZAP VPU | +18.35%+16.86% | +15.67%+14.77% | n/a+16.09% | n/a+17.21% |
| Max drawdown | ZAP VPU | -6.27%-7.60% | -7.24%-8.87% | n/a-17.29% | n/a-25.15% |
| Max drawdown duration | ZAP VPU | 49d85d | 114d120d | n/a272d | n/a688d |
Trading data
ZAP | VPU | |
Last sale 7/27/2026 at 1:30 PM | $33.18 | $197.01 |
| Previous close 07/24/2026 | $33.51 | $199.46 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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ZAP | VPU | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
ZAP | VPU | |
|---|---|---|
| Last price | $33.18 | $197.01 |
| 1D performance | -0.99% | -1.23% |
| AuM | $475.84 M | $8.89 B |
| E/R | 0.5% | 0.09% |
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Exposure
Countries
ZAP
USA
90.54%
Other
9.46%
VPU
USA
99.12%
Other
0.88%
Sectors
ZAP
Utilities
75.26%
Industrials
24.4%
Other
0.35%
VPU
Utilities
98.02%
Other
1.98%
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Diversification
ZAP
Total weight of top 15 holdings out of 15
60.74%
VPU
Total weight of top 15 holdings out of 15
64.74%
Top 15 holdings
Data as of June 30, 2026
ZAP
Bloom Energy Corp.
5.13%
Quanta Services, Inc.
4.60%
Dominion Energy, Inc.
4.30%
American Electric Power Co., Inc.
4.00%
The Southern Co.
3.95%
Consolidated Edison, Inc.
3.93%
Xcel Energy, Inc.
3.92%
Public Service Enterprise Group, Inc.
3.92%
Entergy Corp.
3.91%
Eaton Corp. Plc
3.89%
AMETEK, Inc.
3.88%
Exelon Corp.
3.86%
Duke Energy Corp.
3.86%
Vistra Corp.
3.85%
NextEra Energy, Inc.
3.74%
VPU
NextEra Energy, Inc.
11.60%
The Southern Co.
6.84%
Duke Energy Corp.
6.24%
Constellation Energy Corp.
4.85%
American Electric Power Co., Inc.
4.71%
Sempra
3.84%
Dominion Energy, Inc.
3.81%
Vistra Corp.
3.40%
Entergy Corp.
3.33%
Xcel Energy, Inc.
3.18%
Exelon Corp.
3.02%
Consolidated Edison, Inc.
2.58%
Public Service Enterprise Group, Inc.
2.57%
WEC Energy Group, Inc.
2.41%
PG&E Corp.
2.35%
Frequently asked questions about ZAP and VPU
How have the ZAP and VPU ETFs performed in 2026?
As of July 24, 2026, ZAP is up 16.41% year-to-date (YTD), while VPU has returned 9.28%. That puts ZAP better performer ahead so far this year.
Which ETF is attracting more investor money: ZAP or VPU?
Year-to-date, the ZAP ETF saw +$184M in flows, compared to +$408M for VPU.
Which ETF is more volatile: ZAP or VPU?
Over the past year, ZAP had a volatility of 15.67%, while VPU experienced 14.77%.
Which ETF is bigger: ZAP or VPU?
As of July 24, 2026, ZAP holds $475.84 M in assets under management (AUM), while VPU manages $8.89 B.
What sectors do the ZAP and VPU ETFs invest in?
ZAP leans toward sectors like Utilities and Industrials. Meanwhile, VPU focuses on Utilities.
What are the top holdings of the ZAP ETF and VPU ETF?
ZAP top holdings include Bloom Energy Corp., Quanta Services, Inc. and Dominion Energy, Inc.. VPU holds in its top three: NextEra Energy, Inc., The Southern Co. and Duke Energy Corp..
Which ETF is more diversified: ZAP or VPU?
ZAP holds 45 securities with 60.74% of its assets in the top 15. VPU has 68 securities and a top 15 weight of 64.74%.
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Latest news about ZAP & VPU
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January 28, 2025
ZAP
Exploring Sector Rotation: Value vs. Growth
August 5, 2024
VPU
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Tony's ETF Buyer's Guide: Sector ETFs (Vanguard versus State Street SPDR)
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Utilities, This Year's Laggard Sector, Emerges as This Week's Top Performer
September 19, 2023
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November 30, 2022
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