Compare · 4 funds side by side · dividends reinvested

PSCU, UTES, XLF and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

PSCU, UTES, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B2.1

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.85%+5.9%+0.7%+9.2%−0.3%−11.0%15.5%$17M2.9

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.63%−3.8%−8.5%+22.7%+13.3%−17.6%22.6%$1.1B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PSCU 2010 · UTES 2015 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Utilities & Communication Services ETF · $17M$9,852

PSCU

UTES

Virtus Reaves Utilities ETF · $1.1B$18,668

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

PSCUMeasureUTES

+5.9%Year to dateJan 1 → Nov 6−3.8%

+0.7%1 yearTotal return−8.5%

+9.2%3 years · per year$10,000 became $13,028 · $18,484+22.7%

−0.3%5 years · per year$10,000 became $9,852 · $18,668+13.3%

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

0.85%Trailing 12-mo yield$85 · $163 a year on $10k1.63%

−11.0%Worst dropSmaller is better−17.6%

15.5%VolatilityLower is calmer22.6%

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

5–3PSCU wins

End-of-day Nov 6, 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

29.9%in top 5

UTES

in top 543.9%

PSCUStockUTES

not top 5CEG10.8%

not top 5TLN10.7%

9.2%MTCHnot top 5

not top 5VST8.0%

not top 5XEL7.7%

not top 5CNP6.7%

5.6%TTDnot top 5

5.6%MSGSnot top 5

4.9%VSNTnot top 5

4.6%IRDMnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PSCU vs UTES Returns, Every Period

InvescoPSCU

−0.3%

5 years, per year

UTESVirtus

+13.3%

5 years, per year

PSCUUTESFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSCU vs XLE

YTD

InvescoPSCU

+5.9%

XLESPDR

+40.6%

+5.9%Year to date+40.6%

−11.0%Worst drop · 1Y−15.0%

15.5%Volatility · 1Y23.3%

0.8%Yield2.5%

$17.0MAssets$40.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCU, UTES, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

PSCU0.29%$29

UTES0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSCU, UTES, XLF, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

UTES1.63%$163

XLF1.44%$144

PSCU0.85%$85

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

UTES$163 − $49 = $114

PSCU$85 − $29 = $56

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSCU, UTES, XLF, XLE

Today

0.0%most shared, PSCU and UTES

PSCUUTESXLFXLE

PSCU—0.0%0.0%0.0%

UTES0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

PSCUWorst drop−11.0%15.5% vol

UTESWorst drop−17.6%22.6% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEPSCU

+40.6%Year to date+5.9%

2.5%Yield0.8%

+45.0%Past year+0.7%

0.08%Fee0.29%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026