Compare · 2 funds side by side · dividends reinvested

FXU and PSCU

FXUFirst Trust×PSCUInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,862FXU · best of the two

02 / 04

FXU and PSCU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.30%+10.2%+8.9%+22.8%+12.3%−14.0%14.3%$775M1.3

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.82%+9.0%+3.5%+10.7%+0.5%−11.0%15.4%$17M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FXU 2007 · PSCU 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Utilities AlphaDEX Fund · $775M$17,862

FXU

PSCU

Invesco S&P SmallCap Utilities & Communication Services ETF · $17M$10,246

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

FXUMeasurePSCU

+10.2%Year to dateJan 1 → Nov 4+9.0%

+8.9%1 yearTotal return+3.5%

+22.8%3 years · per year$10,000 became $18,533 · $13,562+10.7%

+12.3%5 years · per year$10,000 became $17,862 · $10,246+0.5%

0.61%Expense ratio$61 · $29 a year on $10k · lower is better0.29%

2.30%Trailing 12-mo yield$230 · $82 a year on $10k0.82%

−14.0%Worst dropSmaller is better−11.0%

14.3%VolatilityLower is calmer15.4%

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

6–2FXU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXU vs PSCU: Top 5 Holdings

Today

FXU

21.0%in top 5

PSCU

in top 529.8%

FXUStockPSCU

not top 5MTCH9.1%

not top 5TTD5.6%

not top 5MSGS5.6%

not top 5IRDM4.8%

not top 5VSNT4.7%

4.3%EDnot top 5

4.3%EXCnot top 5

4.2%DUKnot top 5

4.2%EIXnot top 5

4.1%PCGnot top 5

Held in common5.9%

End-of-day Nov 4, 2026 · share of each fund

FXU vs PSCU Returns, Every Period

First TrustFXU

+12.3%

5 years, per year

PSCUInvesco

+0.5%

5 years, per year

FXUPSCUFaded: behind in that period

4–0FXU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FXU vs PSCU

YTD

First TrustFXU

+10.2%

PSCUInvesco

+9.0%

+10.2%Year to date+9.0%

−14.0%Worst drop · 1Y−11.0%

14.3%Volatility · 1Y15.4%

2.3%Yield0.8%

$775MAssets$17.2M

3–1FXU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXU, PSCU

Today

0.29%lowest, PSCU

FundExpense ratioFee$10k

PSCU0.29%$29

FXU0.61%$61

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FXU, PSCU

2.30%highest, FXU

FundTrailing yieldYield$10k

FXU2.30%$230

PSCU0.82%$82

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$169most kept, FXU

FXU$230 − $61 = $169

PSCU$82 − $29 = $53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FXU, PSCU

Today

5.9%most shared, FXU and PSCU

FXUPSCU

FXU—5.9%

PSCU5.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.9%FXU, at 14.3% volatility

FXUWorst drop−14.0%14.3% vol

PSCUWorst drop−11.0%15.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FXUPSCU

+10.2%Year to date+9.0%

2.3%Yield0.8%

+8.9%Past year+3.5%

0.61%Fee0.29%

3–1FXU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026