Compare · 2 funds side by side · dividends reinvested

IDU and FXU

IDUiShares×FXUFirst Trust×

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

IDU and FXU, 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

iShares U.S. Utilities ETFSectors · Utilities0.37%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.8

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: IDU 2000 · FXU 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$15,157

IDU

FXU

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

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

IDUMeasureFXU

+4.6%Year to dateJan 1 → Nov 4+10.2%

+2.0%1 yearTotal return+8.9%

+17.4%3 years · per year$10,000 became $16,185 · $18,533+22.8%

+8.7%5 years · per year$10,000 became $15,157 · $17,862+12.3%

0.37%Expense ratio$37 · $61 a year on $10k · lower is better0.61%

2.31%Trailing 12-mo yield$231 · $230 a year on $10k2.30%

−15.3%Worst dropSmaller is better−14.0%

14.9%VolatilityLower is calmer14.3%

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

2–6FXU wins

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

More Ways to See the Pairs

IDU vs FXU: Top 5 Holdings

Today

IDU

34.4%in top 5

FXU

in top 521.0%

IDUStockFXU

10.9%NEEnot top 5

6.7%SOnot top 5

6.1%DUK4.2%

5.4%WMnot top 5

5.2%CEGnot top 5

not top 5ED4.3%

not top 5EXC4.3%

not top 5EIX4.2%

not top 5PCG4.1%

Held in common57.3%

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

IDU vs FXU Returns, Every Period

iSharesIDU

+8.7%

5 years, per year

FXUFirst Trust

+12.3%

5 years, per year

IDUFXUFaded: behind in that period

0–4FXU wins

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

IDU vs FXU

YTD

iSharesIDU

+4.6%

FXUFirst Trust

+10.2%

+4.6%Year to date+10.2%

−15.3%Worst drop · 1Y−14.0%

14.9%Volatility · 1Y14.3%

2.3%Yield2.3%

$1.4BAssets$775M

3–0FXU wins

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

Cost, Income and Risk

Fees: IDU, FXU

Today

0.37%lowest, IDU

FundExpense ratioFee$10k

IDU0.37%$37

FXU0.61%$61

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

Yields: IDU, FXU

2.31%highest, IDU

FundTrailing yieldYield$10k

IDU2.31%$231

FXU2.30%$230

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

Income After Fees on $10,000

$194most kept, IDU

IDU$231 − $37 = $194

FXU$230 − $61 = $169

KeptFee

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

Overlap: IDU, FXU

Today

57.3%most shared, IDU and FXU

IDUFXU

IDU—57.3%

FXU57.3%—

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

IDUWorst drop−15.3%14.9% vol

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

Paid More vs Made More

YTD

IDUFXU

+4.6%Year to date+10.2%

2.3%Yield2.3%

+2.0%Past year+8.9%

0.37%Fee0.61%

2–1FXU 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