Compare · 2 funds side by side · dividends reinvested

IDU and XLU

IDUiShares×XLUSPDR×

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 XLU, 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

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.78%+4.3%+0.6%+17.2%+8.7%−16.1%15.7%$24.0B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IDU 2000 · XLU 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IDU

XLU

State Street Utilities Select Sector SPDR ETF · $24.0B$15,148

$10,000 five years ago, dividends reinvested · they hold 84.6% in common

IDUMeasureXLU

+4.6%Year to dateJan 1 → Nov 4+4.3%

+2.0%1 yearTotal return+0.6%

+17.4%3 years · per year$10,000 became $16,185 · $16,116+17.2%

+8.7%5 years · per year$10,000 became $15,157 · $15,148+8.7%

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

2.31%Trailing 12-mo yield$231 · $278 a year on $10k2.78%

−15.3%Worst dropSmaller is better−16.1%

14.9%VolatilityLower is calmer15.7%

IDUXLU 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 XLU: Top 5 Holdings

Today

IDU

34.4%in top 5

XLU

in top 539.5%

IDUStockXLU

10.9%NEE12.9%

6.7%SO7.9%

6.1%DUK7.2%

5.2%CEG6.4%

5.4%WMnot top 5

not top 5AEP5.2%

Held in common84.6%

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

IDU vs XLU Returns, Every Period

iSharesIDU

+8.7%

5 years, per year

XLUSPDR

+8.7%

5 years, per year

IDUXLUFaded: behind in that period

3–0IDU wins

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

IDU vs XLU

YTD

iSharesIDU

+4.6%

XLUSPDR

+4.3%

+4.6%Year to date+4.3%

−15.3%Worst drop · 1Y−16.1%

14.9%Volatility · 1Y15.7%

2.3%Yield2.8%

$1.4BAssets$24.0B

3–1IDU wins

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

Cost, Income and Risk

Fees: IDU, XLU

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

IDU0.37%$37

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

Yields: IDU, XLU

2.78%highest, XLU

FundTrailing yieldYield$10k

XLU2.78%$278

IDU2.31%$231

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

Income After Fees on $10,000

$270most kept, XLU

XLU$278 − $8 = $270

IDU$231 − $37 = $194

KeptFee

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

Overlap: IDU, XLU

Today

84.6%most shared, IDU and XLU

IDUXLU

IDU—84.6%

XLU84.6%—

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

XLUWorst drop−16.1%15.7% vol

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

Paid More vs Made More

YTD

XLUIDU

+4.3%Year to date+4.6%

2.8%Yield2.3%

+0.6%Past year+2.0%

0.08%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026