Compare · 2 funds side by side · dividends reinvested

IDU and VPU

IDUiShares×VPUVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,157IDU · 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%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.3

Vanguard Utilities ETFSectors · Utilities0.09%2.76%+3.9%+0.2%+17.4%+8.5%−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 4, 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$15,157

IDU

VPU

Vanguard Utilities ETF · $7.7B$15,013

$10,000 five years ago, dividends reinvested · they hold 89.0% in common

IDUMeasureVPU

+4.6%Year to dateJan 1 → Nov 4+3.9%

+2.0%1 yearTotal return+0.2%

+17.4%3 years · per year$10,000 became $16,185 · $16,162+17.4%

+8.7%5 years · per year$10,000 became $15,157 · $15,013+8.5%

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

2.31%Trailing 12-mo yield$231 · $276 a year on $10k2.76%

−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

5–2IDU 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 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%

6.1%DUK6.4%

5.2%CEG5.7%

5.4%WMnot top 5

not top 5AEP4.7%

Held in common89.0%

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

IDU vs VPU Returns, Every Period

iSharesIDU

+8.7%

5 years, per year

VPUVanguard

+8.5%

5 years, per year

IDUVPUFaded: behind in that period

3–0IDU wins

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

IDU vs VPU

YTD

iSharesIDU

+4.6%

VPUVanguard

+3.9%

+4.6%Year to date+3.9%

−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 4, 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 4, 2026 · fee on $10,000 a year

Yields: IDU, VPU

2.76%highest, VPU

FundTrailing yieldYield$10k

VPU2.76%$276

IDU2.31%$231

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

Income After Fees on $10,000

$267most kept, VPU

VPU$276 − $9 = $267

IDU$231 − $37 = $194

KeptFee

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

Overlap: IDU, VPU

Today

89.0%most shared, IDU and VPU

IDUVPU

IDU—89.0%

VPU89.0%—

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

Return vs Bumpiness: 2 ETFs

+2.0%IDU, at 14.9% volatility

IDUWorst drop−15.3%14.9% vol

VPUWorst drop−15.6%15.3% vol

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

Paid More vs Made More

YTD

VPUIDU

+3.9%Year to date+4.6%

2.8%Yield2.3%

+0.2%Past year+2.0%

0.09%Fee0.37%

2–2level

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