Compare · 2 funds side by side · dividends reinvested

PUI and IDU

PUIInvesco×IDUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,157IDU · best of the two

02 / 04

PUI and IDU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Utilities ETFSectors · Utilities0.37%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.1

Invesco Dorsey Wright Utilities Momentum ETFSectors · Utilities0.82%2.19%+2.6%−4.0%+16.6%+7.8%−15.1%15.1%$50M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PUI 2005 · IDU 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Utilities Momentum ETF · $50M$14,525

PUI

IDU

iShares U.S. Utilities ETF · $1.4B$15,157

$10,000 five years ago, dividends reinvested · they hold 47.4% in common

PUIMeasureIDU

+2.6%Year to dateJan 1 → Nov 4+4.6%

−4.0%1 yearTotal return+2.0%

+16.6%3 years · per year$10,000 became $15,865 · $16,185+17.4%

+7.8%5 years · per year$10,000 became $14,525 · $15,157+8.7%

0.82%Expense ratio$82 · $37 a year on $10k · lower is better0.37%

2.19%Trailing 12-mo yield$219 · $231 a year on $10k2.31%

−15.1%Worst dropSmaller is better−15.3%

15.1%VolatilityLower is calmer14.9%

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

1–7IDU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PUI vs IDU: Top 5 Holdings

Today

PUI

21.5%in top 5

IDU

in top 534.4%

PUIStockIDU

not top 5NEE10.9%

not top 5SO6.7%

4.2%DUK6.1%

not top 5WM5.4%

not top 5CEG5.2%

4.5%ATOnot top 5

4.4%NInot top 5

4.2%OKEnot top 5

4.2%WECnot top 5

Held in common47.4%

End-of-day Nov 4, 2026 · share of each fund

PUI vs IDU Returns, Every Period

InvescoPUI

+7.8%

5 years, per year

IDUiShares

+8.7%

5 years, per year

PUIIDUFaded: behind in that period

0–4IDU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PUI vs IDU

YTD

InvescoPUI

+2.6%

IDUiShares

+4.6%

+2.6%Year to date+4.6%

−15.1%Worst drop · 1Y−15.3%

15.1%Volatility · 1Y14.9%

2.2%Yield2.3%

$50.5MAssets$1.4B

3–1IDU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PUI, IDU

Today

0.37%lowest, IDU

FundExpense ratioFee$10k

IDU0.37%$37

PUI0.82%$82

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PUI, IDU

2.31%highest, IDU

FundTrailing yieldYield$10k

IDU2.31%$231

PUI2.19%$219

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$194most kept, IDU

IDU$231 − $37 = $194

PUI$219 − $82 = $137

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PUI, IDU

Today

47.4%most shared, PUI and IDU

PUIIDU

PUI—47.4%

IDU47.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.0%IDU, at 14.9% volatility

IDUWorst drop−15.3%14.9% vol

PUIWorst drop−15.1%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IDUPUI

+4.6%Year to date+2.6%

2.3%Yield2.2%

+2.0%Past year−4.0%

0.37%Fee0.82%

4–0IDU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026