Compare · 2 funds side by side · dividends reinvested

PSCU and VPU

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,865VPU · best of the two

02 / 04

PSCU and VPU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.84%+6.0%+2.7%+10.1%−0.5%−11.0%15.2%$17M1.5

Vanguard Utilities ETFSectors · Utilities0.09%2.77%+3.5%−0.1%+17.4%+8.3%−15.6%15.3%$7.7B1.5

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 · VPU 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Utilities ETF · $7.7B$14,865

VPU

PSCU

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

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

VPUMeasurePSCU

+3.5%Year to dateJan 1 → Nov 3+6.0%

−0.1%1 yearTotal return+2.7%

+17.4%3 years · per year$10,000 became $16,199 · $13,357+10.1%

+8.3%5 years · per year$10,000 became $14,865 · $9,743−0.5%

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

2.77%Trailing 12-mo yield$277 · $84 a year on $10k0.84%

−15.6%Worst dropSmaller is better−11.0%

15.3%VolatilityLower is calmer15.2%

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

4–4Level

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

More Ways to See the Pairs

VPU vs PSCU: Top 5 Holdings

Today

VPU

34.9%in top 5

PSCU

in top 530.1%

VPUStockPSCU

11.4%NEEnot top 5

not top 5MTCH9.8%

6.7%SOnot top 5

6.4%DUKnot top 5

5.7%CEGnot top 5

not top 5TTD5.4%

not top 5MSGS5.4%

not top 5IRDM4.7%

not top 5LUMN4.7%

4.7%AEPnot top 5

Held in common2.3%

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

VPU vs PSCU Returns, Every Period

VanguardVPU

+8.3%

5 years, per year

PSCUInvesco

−0.5%

5 years, per year

VPUPSCUFaded: behind in that period

2–2Level

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

VPU vs PSCU

YTD

VanguardVPU

+3.5%

PSCUInvesco

+6.0%

+3.5%Year to date+6.0%

−15.6%Worst drop · 1Y−11.0%

15.3%Volatility · 1Y15.2%

2.8%Yield0.8%

$7.7BAssets$17.2M

3–1PSCU wins

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

Cost, Income and Risk

Fees: PSCU, VPU

Today

0.09%lowest, VPU

FundExpense ratioFee$10k

VPU0.09%$9

PSCU0.29%$29

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

Yields: PSCU, VPU

2.77%highest, VPU

FundTrailing yieldYield$10k

VPU2.77%$277

PSCU0.84%$84

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

Income After Fees on $10,000

$268most kept, VPU

VPU$277 − $9 = $268

PSCU$84 − $29 = $55

KeptFee

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

Overlap: PSCU, VPU

Today

2.3%most shared, PSCU and VPU

PSCUVPU

PSCU—2.3%

VPU2.3%—

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

Return vs Bumpiness: 2 ETFs

+2.7%PSCU, at 15.2% volatility

PSCUWorst drop−11.0%15.2% vol

VPUWorst drop−15.6%15.3% vol

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

Paid More vs Made More

YTD

VPUPSCU

+3.5%Year to date+6.0%

2.8%Yield0.8%

−0.1%Past year+2.7%

0.09%Fee0.29%

2–2level

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