Compare · 2 funds side by side · dividends reinvested

IDU and PSCU

IDUiShares×PSCUInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,966IDU · best of the two

02 / 04

IDU and PSCU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Utilities ETFSectors · Utilities0.37%2.33%+4.0%+1.7%+16.9%+8.4%−15.3%14.9%$1.4B1.5

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.85%+6.0%+1.9%+9.0%−0.3%−11.0%15.6%$17M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IDU 2000 · PSCU 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$14,966

IDU

PSCU

Invesco S&P SmallCap Utilities & Communication Services ETF · $17M$9,867

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

IDUMeasurePSCU

+4.0%Year to dateJan 1 → Nov 5+6.0%

+1.7%1 yearTotal return+1.9%

+16.9%3 years · per year$10,000 became $15,955 · $12,962+9.0%

+8.4%5 years · per year$10,000 became $14,966 · $9,867−0.3%

0.37%Expense ratio$37 · $29 a year on $10k · lower is better0.29%

2.33%Trailing 12-mo yield$233 · $85 a year on $10k0.85%

−15.3%Worst dropSmaller is better−11.0%

14.9%VolatilityLower is calmer15.6%

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

4–4Level

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

More Ways to See the Pairs

IDU vs PSCU: Top 5 Holdings

Today

IDU

34.7%in top 5

PSCU

in top 529.8%

IDUStockPSCU

11.4%NEEnot top 5

not top 5MTCH9.2%

6.6%SOnot top 5

6.2%DUKnot top 5

not top 5TTD5.6%

not top 5MSGS5.6%

5.5%WMnot top 5

4.9%CEGnot top 5

not top 5VSNT4.7%

not top 5IRDM4.6%

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

IDU vs PSCU Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

PSCUInvesco

−0.3%

5 years, per year

IDUPSCUFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IDU vs PSCU

YTD

iSharesIDU

+4.0%

PSCUInvesco

+6.0%

+4.0%Year to date+6.0%

−15.3%Worst drop · 1Y−11.0%

14.9%Volatility · 1Y15.6%

2.3%Yield0.8%

$1.4BAssets$17.0M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDU, PSCU

Today

0.29%lowest, PSCU

FundExpense ratioFee$10k

PSCU0.29%$29

IDU0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IDU, PSCU

2.33%highest, IDU

FundTrailing yieldYield$10k

IDU2.33%$233

PSCU0.85%$85

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, IDU

IDU$233 − $37 = $196

PSCU$85 − $29 = $56

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IDU, PSCU

Today

0.5%most shared, IDU and PSCU

IDUPSCU

IDU—0.5%

PSCU0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.9%PSCU, at 15.6% volatility

IDUWorst drop−15.3%14.9% vol

PSCUWorst drop−11.0%15.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IDUPSCU

+4.0%Year to date+6.0%

2.3%Yield0.8%

+1.7%Past year+1.9%

0.37%Fee0.29%

3–1PSCU wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026