The Vanguard Utilities ETF (VPU) is up over 7% year to date, while the S&P 500 is down 7%. Investors seem to be moving into utilities for safety during the broader market pullback. Top holdings include NextEra Energy, Southern Company, and Constellation Energy. VPU also has a 2.5% dividend yield and a 0.09% expense ratio. The Vanguard Energy ETF (VDE) is technically the biggest winner, up 40% since late 2025 due to Middle East conflicts, but utilities might be a more stable long-term play. S&P Global expects AI data center power usage to more than double by 2030, which could drive steady growth for the utility sector as they build out capacity.