Compare · 3 funds side by side · dividends reinvested

IDU, XLU and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

IDU, XLU and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

iShares U.S. Utilities ETFSectors · Utilities0.37%2.32%+4.2%+1.6%+17.6%+8.4%−15.3%14.9%$1.4B2.1

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.79%+3.8%+0.2%+17.4%+8.4%−16.1%15.7%$24.3B2.6

Rank among the three1st → 3rdFee, 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 · XLU 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IDU

XLU

State Street Utilities Select Sector SPDR ETF · $24.3B$14,983

$10,000 five years ago, dividends reinvested · they hold 84.7% in common

IDUMeasureXLU

+4.2%Year to dateJan 1 → Nov 3+3.8%

+1.6%1 yearTotal return+0.2%

+17.6%3 years · per year$10,000 became $16,245 · $16,171+17.4%

+8.4%5 years · per year$10,000 became $14,997 · $14,983+8.4%

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

2.32%Trailing 12-mo yield$232 · $279 a year on $10k2.79%

−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 3, 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 539.4%

IDUStockXLU

10.9%NEE12.6%

6.7%SO7.9%

6.2%DUK7.2%

5.2%CEG6.4%

5.4%WMnot top 5

not top 5AEP5.2%

Held in common84.7%

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

IDU vs XLU Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

XLUSPDR

+8.4%

5 years, per year

IDUXLUFaded: behind in that period

3–0IDU wins

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

IDU vs XLU

YTD

iSharesIDU

+4.2%

XLUSPDR

+3.8%

+4.2%Year to date+3.8%

−15.3%Worst drop · 1Y−16.1%

14.9%Volatility · 1Y15.7%

2.3%Yield2.8%

$1.4BAssets$24.3B

3–1IDU wins

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

Cost, Income and Risk

Fees: IDU, XLU, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLU0.08%$8

IDU0.37%$37

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

Yields: IDU, XLU, VOO

2.79%highest, XLU

FundTrailing yieldYield$10k

XLU2.79%$279

IDU2.32%$232

VOO1.07%$107

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

Income After Fees on $10,000

$271most kept, XLU

XLU$279 − $8 = $271

IDU$232 − $37 = $195

VOO$107 − $3 = $104

KeptFee

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

Overlap: IDU, XLU, VOO

Today

84.7%most shared, IDU and XLU

IDUXLUVOO

IDU—84.7%2.1%

XLU84.7%—1.9%

VOO2.1%1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

IDUWorst drop−15.3%14.9% vol

XLUWorst drop−16.1%15.7% vol

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

Paid More vs Made More

YTD

XLUVOO

+3.8%Year to date+11.5%

2.8%Yield1.1%

+0.2%Past year+11.9%

0.08%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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