Compare · 3 funds side by side · dividends reinvested

PSCU, UTES and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,089UTES · best of the three

02 / 04

PSCU, UTES and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.6

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.84%+6.0%+2.7%+10.1%−0.5%−11.0%15.2%$17M2.1

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.60%−1.5%−6.4%+25.0%+13.8%−17.6%22.4%$1.2B2.3

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: PSCU 2010 · UTES 2015 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PSCU

UTES

Virtus Reaves Utilities ETF · $1.2B$19,089

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PSCUMeasureUTES

+6.0%Year to dateJan 1 → Nov 3−1.5%

+2.7%1 yearTotal return−6.4%

+10.1%3 years · per year$10,000 became $13,357 · $19,515+25.0%

−0.5%5 years · per year$10,000 became $9,743 · $19,089+13.8%

0.29%Expense ratio$29 · $49 a year on $10k · lower is better0.49%

0.84%Trailing 12-mo yield$84 · $160 a year on $10k1.60%

−11.0%Worst dropSmaller is better−17.6%

15.2%VolatilityLower is calmer22.4%

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

5–3PSCU 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 UTES: Top 5 Holdings

Today

PSCU

30.1%in top 5

UTES

in top 546.1%

PSCUStockUTES

not top 5CEG11.3%

not top 5TLN11.2%

9.8%MTCHnot top 5

not top 5VST9.5%

not top 5XEL7.3%

not top 5CNP6.8%

5.4%TTDnot top 5

5.4%MSGSnot top 5

4.7%IRDMnot top 5

4.7%LUMNnot top 5

Held in common0.0%

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

PSCU vs UTES Returns, Every Period

InvescoPSCU

−0.5%

5 years, per year

UTESVirtus

+13.8%

5 years, per year

PSCUUTESFaded: behind in that period

2–2Level

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

PSCU vs UTES

YTD

InvescoPSCU

+6.0%

UTESVirtus

−1.5%

+6.0%Year to date−1.5%

−11.0%Worst drop · 1Y−17.6%

15.2%Volatility · 1Y22.4%

0.8%Yield1.6%

$17.2MAssets$1.2B

3–1PSCU wins

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

Cost, Income and Risk

Fees: PSCU, UTES, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSCU0.29%$29

UTES0.49%$49

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

Yields: PSCU, UTES, XLF

1.60%highest, UTES

FundTrailing yieldYield$10k

UTES1.60%$160

XLF1.44%$144

PSCU0.84%$84

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

UTES$160 − $49 = $111

PSCU$84 − $29 = $55

KeptFee

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

Overlap: PSCU, UTES, XLF

Today

0.0%most shared, PSCU and UTES

PSCUUTESXLF

PSCU—0.0%0.0%

UTES0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+10.9%XLF, at 14.6% volatility

XLFWorst drop−14.8%14.6% vol

PSCUWorst drop−11.0%15.2% vol

UTESWorst drop−17.6%22.4% vol

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

Paid More vs Made More

YTD

UTESPSCU

−1.5%Year to date+6.0%

1.6%Yield0.8%

−6.4%Past year+2.7%

0.49%Fee0.29%

3–1PSCU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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