Compare · 3 funds side by side · dividends reinvested

PSCU, XLU and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,861XLF · best of the three

Story of the three · IncomeMost incomeXLU · 2.77% · $277 a year on $10k

Story of the three · RiskSmallest drop

PSCU, XLU and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B1.4

Invesco S&P SmallCap Utilities & Communication Services ETFSectors · Utilities0.29%0.83%+8.3%+4.9%+8.8%−0.3%−11.0%15.7%$18M2.3

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.77%+4.8%+0.4%+16.1%+8.9%−16.1%15.7%$23.7B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: PSCU 2010 · XLU 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap Utilities & Communication Services ETF · $18M$9,852

PSCU

XLU

State Street Utilities Select Sector SPDR ETF · $23.7B$15,281

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

PSCU

More Ways to See the Pairs

PSCU vs XLU: Top 5 Holdings

Today

PSCU

31.7%in top 5

XLU

in top 539.9%

PSCUStockXLU

not top 5NEE13.0%

9.5%MTCHnot top 5

not top 5SO7.8%

not top 5DUK7.3%

6.8%TTDnot top 5

Cost, Income and Risk

Fees: PSCU, XLU, XLF

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

XLF0.08%$8

PSCU0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PSCU, XLU, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

XLU

+8.3%Year to dateJan 1 → Nov 12+4.8%

+4.9%1 yearTotal return+0.4%

+8.8%3 years · per year$10,000 became $12,871 · $15,641+16.1%

−0.3%5 years · per year$10,000 became $9,852 · $15,281+8.9%

0.29%Expense ratio$29 · $8 a year on $10k · lower is better0.08%

0.83%Trailing 12-mo yield$83 · $277 a year on $10k2.77%

−11.0%Worst dropSmaller is better−16.1%

15.7%VolatilityLower is calmer15.7%

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

3–4XLU wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CEG6.6%

5.5%MSGSnot top 5

not top 5AEP5.1%

5.0%VSNTnot top 5

5.0%IRDMnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

PSCU vs XLU Returns, Every Period

5Y

InvescoPSCU

−0.3%

5 years, per year

XLUSPDR

+8.9%

5 years, per year

PSCUXLUFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PSCU vs XLU

YTD

InvescoPSCU

+8.3%

XLUSPDR

+4.8%

+8.3%Year to date+4.8%

−11.0%Worst drop · 1Y−16.1%

15.7%Volatility · 1Y15.7%

0.8%Yield2.8%

$17.6MAssets$23.7B

2–1PSCU wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.77%highest, XLU

FundTrailing yieldYield$10k

XLU2.77%$277

XLF1.42%$142

PSCU0.83%$83

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

Income After Fees on $10,000

1Y

$269most kept, XLU

XLU$277 − $8 = $269

XLF$142 − $8 = $134

PSCU$83 − $29 = $54

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PSCU, XLU, XLF

Today

0.0%most shared, PSCU and XLU

PSCUXLUXLF

PSCU—0.0%0.0%

XLU0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.1%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

PSCUWorst drop−11.0%15.7% vol

XLUWorst drop−16.1%15.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLUPSCU

+4.8%Year to date+8.3%

2.8%Yield0.8%

+0.4%Past year+4.9%

0.08%Fee0.29%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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PSCU, XLU and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three