Compare · 2 funds side by side · dividends reinvested

IDU and VPU

IDUiShares×VPUVanguard×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,159IDU · best of the two

02 / 04

IDU and VPU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Utilities ETFSectors · Utilities0.37%2.32%+4.2%+1.6%+17.6%+8.4%−15.3%14.9%$1.4B1.3

Vanguard Utilities ETFSectors · Utilities0.09%2.77%+3.5%−0.1%+17.4%+8.3%−15.6%15.3%$7.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IDU 2000 · VPU 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$14,997

IDU

VPU

Vanguard Utilities ETF · $7.7B$14,865

$10,000 five years ago, dividends reinvested · they hold 89.1% in common

IDUMeasureVPU

+4.2%Year to dateJan 1 → Nov 3+3.5%

+1.6%1 yearTotal return−0.1%

+17.6%3 years · per year$10,000 became $16,245 · $16,199+17.4%

+8.4%5 years · per year$10,000 became $14,997 · $14,865+8.3%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

2.32%Trailing 12-mo yield$232 · $277 a year on $10k2.77%

−15.3%Worst dropSmaller is better−15.6%

14.9%VolatilityLower is calmer15.3%

IDUVPU Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2IDU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDU vs VPU: Top 5 Holdings

Today

IDU

34.4%in top 5

VPU

in top 534.9%

IDUStockVPU

10.9%NEE11.4%

6.7%SO6.7%

6.2%DUK6.4%

5.2%CEG5.7%

5.4%WMnot top 5

not top 5AEP4.7%

Held in common89.1%

End-of-day Nov 3, 2026 · share of each fund

IDU vs VPU Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

VPUVanguard

+8.3%

5 years, per year

IDUVPUFaded: behind in that period

4–0IDU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IDU vs VPU

YTD

iSharesIDU

+4.2%

VPUVanguard

+3.5%

+4.2%Year to date+3.5%

−15.3%Worst drop · 1Y−15.6%

14.9%Volatility · 1Y15.3%

2.3%Yield2.8%

$1.4BAssets$7.7B

3–1IDU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDU, VPU

Today

0.09%lowest, VPU

FundExpense ratioFee$10k

VPU0.09%$9

IDU0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IDU, VPU

2.77%highest, VPU

FundTrailing yieldYield$10k

VPU2.77%$277

IDU2.32%$232

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$268most kept, VPU

VPU$277 − $9 = $268

IDU$232 − $37 = $195

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IDU, VPU

Today

89.1%most shared, IDU and VPU

IDUVPU

IDU—89.1%

VPU89.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.6%IDU, at 14.9% volatility

IDUWorst drop−15.3%14.9% vol

VPUWorst drop−15.6%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VPUIDU

+3.5%Year to date+4.2%

2.8%Yield2.3%

−0.1%Past year+1.6%

0.09%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026