Compare · 2 funds side by side · dividends reinvested

PSCU and FXU

PSCUInvesco×FXUFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545FXU · best of the two

02 / 04

PSCU and FXU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.32%+9.1%+8.0%+22.6%+11.9%−14.0%14.2%$775M1.3

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.84%+6.0%+2.7%+10.1%−0.5%−11.0%15.2%$17M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: PSCU 2010 · FXU 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Utilities & Communication Services ETF · $17M$9,743

PSCU

FXU

First Trust Utilities AlphaDEX Fund · $775M$17,545

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

PSCUMeasureFXU

+6.0%Year to dateJan 1 → Nov 3+9.1%

+2.7%1 yearTotal return+8.0%

+10.1%3 years · per year$10,000 became $13,357 · $18,450+22.6%

−0.5%5 years · per year$10,000 became $9,743 · $17,545+11.9%

0.29%Expense ratio$29 · $61 a year on $10k · lower is better0.61%

0.84%Trailing 12-mo yield$84 · $232 a year on $10k2.32%

−11.0%Worst dropSmaller is better−14.0%

15.2%VolatilityLower is calmer14.2%

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

2–6FXU wins

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

More Ways to See the Pairs

PSCU vs FXU: Top 5 Holdings

Today

PSCU

30.1%in top 5

FXU

in top 521.1%

PSCUStockFXU

9.8%MTCHnot top 5

5.4%TTDnot top 5

5.4%MSGSnot top 5

4.7%IRDMnot top 5

4.7%LUMNnot top 5

not top 5EXC4.3%

not top 5ED4.3%

not top 5DUK4.2%

not top 5EIX4.1%

not top 5UGI4.1%

Held in common5.7%

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

PSCU vs FXU Returns, Every Period

InvescoPSCU

−0.5%

5 years, per year

FXUFirst Trust

+11.9%

5 years, per year

PSCUFXUFaded: behind in that period

0–4FXU wins

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

PSCU vs FXU

YTD

InvescoPSCU

+6.0%

FXUFirst Trust

+9.1%

+6.0%Year to date+9.1%

−11.0%Worst drop · 1Y−14.0%

15.2%Volatility · 1Y14.2%

0.8%Yield2.3%

$17.2MAssets$775M

3–1FXU wins

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

Cost, Income and Risk

Fees: PSCU, FXU

Today

0.29%lowest, PSCU

FundExpense ratioFee$10k

PSCU0.29%$29

FXU0.61%$61

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

Yields: PSCU, FXU

2.32%highest, FXU

FundTrailing yieldYield$10k

FXU2.32%$232

PSCU0.84%$84

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

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

PSCU$84 − $29 = $55

KeptFee

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

Overlap: PSCU, FXU

Today

5.7%most shared, PSCU and FXU

PSCUFXU

PSCU—5.7%

FXU5.7%—

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

Return vs Bumpiness: 2 ETFs

+8.0%FXU, at 14.2% volatility

FXUWorst drop−14.0%14.2% vol

PSCUWorst drop−11.0%15.2% vol

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

Paid More vs Made More

YTD

FXUPSCU

+9.1%Year to date+6.0%

2.3%Yield0.8%

+8.0%Past year+2.7%

0.61%Fee0.29%

3–1FXU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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