Compare · 2 funds side by side · dividends reinvested

PUI and FUTY

PUIInvesco×FUTYFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,876FUTY · best of the two

02 / 04

PUI and FUTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Utilities Index ETFSectors · Utilities0.08%2.73%+3.5%−0.1%+17.5%+8.3%−15.6%15.4%$2.0B1.3

Invesco Dorsey Wright Utilities Momentum ETFSectors · Utilities0.82%2.18%+3.0%−3.2%+16.9%+7.6%−15.1%15.1%$50M1.8

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: PUI 2005 · FUTY 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Utilities Momentum ETF · $50M$14,443

PUI

FUTY

Fidelity MSCI Utilities Index ETF · $2.0B$14,876

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

PUIMeasureFUTY

+3.0%Year to dateJan 1 → Nov 3+3.5%

−3.2%1 yearTotal return−0.1%

+16.9%3 years · per year$10,000 became $15,990 · $16,216+17.5%

+7.6%5 years · per year$10,000 became $14,443 · $14,876+8.3%

0.82%Expense ratio$82 · $8 a year on $10k · lower is better0.08%

2.18%Trailing 12-mo yield$218 · $273 a year on $10k2.73%

−15.1%Worst dropSmaller is better−15.6%

15.1%VolatilityLower is calmer15.4%

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

2–6FUTY wins

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

More Ways to See the Pairs

PUI vs FUTY: Top 5 Holdings

Today

PUI

21.7%in top 5

FUTY

in top 535.3%

PUIStockFUTY

not top 5NEE11.7%

not top 5SO7.0%

4.2%DUK6.6%

not top 5CEG5.3%

not top 5AEP4.7%

4.5%ATOnot top 5

4.4%NInot top 5

4.3%OKEnot top 5

4.2%WECnot top 5

Held in common51.0%

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

PUI vs FUTY Returns, Every Period

InvescoPUI

+7.6%

5 years, per year

FUTYFidelity

+8.3%

5 years, per year

PUIFUTYFaded: behind in that period

0–4FUTY wins

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

PUI vs FUTY

YTD

InvescoPUI

+3.0%

FUTYFidelity

+3.5%

+3.0%Year to date+3.5%

−15.1%Worst drop · 1Y−15.6%

15.1%Volatility · 1Y15.4%

2.2%Yield2.7%

$50.5MAssets$2.0B

2–2level

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

Cost, Income and Risk

Fees: PUI, FUTY

Today

0.08%lowest, FUTY

FundExpense ratioFee$10k

FUTY0.08%$8

PUI0.82%$82

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

Yields: PUI, FUTY

2.73%highest, FUTY

FundTrailing yieldYield$10k

FUTY2.73%$273

PUI2.18%$218

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

Income After Fees on $10,000

$265most kept, FUTY

FUTY$273 − $8 = $265

PUI$218 − $82 = $136

KeptFee

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

Overlap: PUI, FUTY

Today

51.0%most shared, PUI and FUTY

PUIFUTY

PUI—51.0%

FUTY51.0%—

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

Return vs Bumpiness: 2 ETFs

−0.1%FUTY, at 15.4% volatility

PUIWorst drop−15.1%15.1% vol

FUTYWorst drop−15.6%15.4% vol

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

Paid More vs Made More

YTD

FUTYPUI

+3.5%Year to date+3.0%

2.7%Yield2.2%

−0.1%Past year−3.2%

0.08%Fee0.82%

4–0FUTY 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