Compare · 2 funds side by side · dividends reinvested

IDU and FUTY

IDUiShares×FUTYFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,997IDU · best of the two

02 / 04

IDU and FUTY, 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

Fidelity MSCI Utilities Index ETFSectors · Utilities0.08%2.73%+3.5%−0.1%+17.5%+8.3%−15.6%15.4%$2.0B1.8

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 · FUTY 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

IDU

FUTY

Fidelity MSCI Utilities Index ETF · $2.0B$14,876

$10,000 five years ago, dividends reinvested · they hold 89.2% in common

IDUMeasureFUTY

+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 · $16,216+17.5%

+8.4%5 years · per year$10,000 became $14,997 · $14,876+8.3%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.32%Trailing 12-mo yield$232 · $273 a year on $10k2.73%

−15.3%Worst dropSmaller is better−15.6%

14.9%VolatilityLower is calmer15.4%

IDUFUTY 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 FUTY: Top 5 Holdings

Today

IDU

34.4%in top 5

FUTY

in top 535.3%

IDUStockFUTY

10.9%NEE11.7%

6.7%SO7.0%

6.2%DUK6.6%

5.4%WMnot top 5

5.2%CEG5.3%

not top 5AEP4.7%

Held in common89.2%

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

IDU vs FUTY Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

FUTYFidelity

+8.3%

5 years, per year

IDUFUTYFaded: behind in that period

4–0IDU wins

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

IDU vs FUTY

YTD

iSharesIDU

+4.2%

FUTYFidelity

+3.5%

+4.2%Year to date+3.5%

−15.3%Worst drop · 1Y−15.6%

14.9%Volatility · 1Y15.4%

2.3%Yield2.7%

$1.4BAssets$2.0B

3–1IDU wins

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

Cost, Income and Risk

Fees: IDU, FUTY

Today

0.08%lowest, FUTY

FundExpense ratioFee$10k

FUTY0.08%$8

IDU0.37%$37

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

Yields: IDU, FUTY

2.73%highest, FUTY

FundTrailing yieldYield$10k

FUTY2.73%$273

IDU2.32%$232

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

Income After Fees on $10,000

$265most kept, FUTY

FUTY$273 − $8 = $265

IDU$232 − $37 = $195

KeptFee

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

Overlap: IDU, FUTY

Today

89.2%most shared, IDU and FUTY

IDUFUTY

IDU—89.2%

FUTY89.2%—

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

FUTYWorst drop−15.6%15.4% vol

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

Paid More vs Made More

YTD

FUTYIDU

+3.5%Year to date+4.2%

2.7%Yield2.3%

−0.1%Past year+1.6%

0.08%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