Compare · 2 funds side by side · dividends reinvested

KWH and XLU

KWHGMO×XLUSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,148XLU · best of the two

02 / 03

KWH and XLU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.78%+4.3%+0.6%+17.2%+8.7%−16.1%15.7%$24.0B1.0

GMO Power Infrastructure ETFThematic · Infrastructure0.60%0.00%[…][…][…][…][…][…]$54M2.0

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: KWH 2026 · XLU 1998

Head to Head

Swap sides Versus in desk

Head to Head

GMO Power Infrastructure ETF · $54M[…]

KWH

XLU

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

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

KWHMeasureXLU

[…]Year to dateJan 1 → Nov 4+4.3%

[…]1 yearTotal return+0.6%

[…]3 years · per year$10,000 became […] · $16,116+17.2%

[…]5 years · per year$10,000 became […] · $15,148+8.7%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $278 a year on $10k2.78%

[…]Worst dropSmaller is better−16.1%

[…]VolatilityLower is calmer15.7%

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

0–2XLU wins

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

More Ways to See the Pairs

KWH vs XLU: Top 5 Holdings

Today

KWH

15.5%in top 5

XLU

in top 539.5%

KWHStockXLU

2.7%NEE12.9%

not top 5SO7.9%

not top 5DUK7.2%

not top 5CEG6.4%

not top 5AEP5.2%

4.1%SUnot top 5

3.3%ETNnot top 5

2.7%NGGnot top 5

2.6%TTnot top 5

Held in common21.8%

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

KWH vs XLU Returns, Every Period

GMOKWH

[…]

past year

XLUSPDR

+0.6%

past year

Returns […]

KWHXLUFaded: behind in that period

0–0Level

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

Thematic vs Sector: KWH vs XLU

YTD

GMOKWH

[…]

XLUSPDR

+4.3%

[…]Year to date+4.3%

[…]Worst drop · 1Y−16.1%

[…]Volatility · 1Y15.7%

0.0%Yield2.8%

$54.0MAssets$24.0B

1–0XLU wins

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

Cost, Income and Risk

Fees: KWH, XLU

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

KWH0.60%$60

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

Yields: KWH, XLU

2.78%highest, XLU

FundTrailing yieldYield$10k

XLU2.78%$278

KWH0.00%$0

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

Income After Fees on $10,000

$270most kept, XLU

XLU$278 − $8 = $270

KWH$0 − $60 = −$60

KeptFee

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

Overlap: KWH, XLU

Today

21.8%most shared, KWH and XLU

KWHXLU

KWH—21.8%

XLU21.8%—

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

Return vs Bumpiness: 2 ETFs

+0.6%XLU, at 15.7% volatility

XLUWorst drop−16.1%15.7% vol

KWHWorst drop[…][…]

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

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