PSCU vs XLU

APSCU

BXLU

Measures won4–2PSCU wins · of 6 · 1Y

$10,000 · 1Y$10,271PSCU · XLU $10,023

Lowest cost0.08%XLU · $8 on $10k

Most income2.79%XLU · $279 on $10k

Smallest drop−11.0%PSCU · worst fall in 1Y

Held in common0.0%PSCU and XLU

PSCU

XLU

Invesco S&P SmallCap Utilities & Communication Services ETF · $17MState Street Utilities Select Sector SPDR ETF · $24.3B

+6.0%Year to dateJan 1 → Nov 3+3.8%

+2.7%1 yearTotal return+0.2%

0.29%Expense ratio$29 · $8 on $10k · lower wins0.08%

0.84%12-mo yield$84 · $279 on $10k2.79%

−11.0%Worst dropSmaller wins−16.1%

15.2%VolatilityLower wins15.7%

4–2PSCU wins

$10,000 · 1 yearOne scale

Shared top holdingsPSCU · XLU

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

1Y2 funds

#			Trend
1	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.84%	−1.0%	+6.0%	+2.7%	+10.1%	−0.5%	−11.0%	$17M
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.79%	−0.6%	+3.8%	+0.2%	+17.4%	+8.4%	−16.1%	$24.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

1Y2 funds

#			Trend
1	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.84%	−1.0%	+6.0%	+2.7%	+10.1%	−0.5%	−11.0%	$17M
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.79%	−0.6%	+3.8%	+0.2%	+17.4%	+8.4%	−16.1%	$24.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSCU vs XLU

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$10,271

XLU

Utilities Select Sector SPDR

$10,023

MeasurePSCUXLU

Fee0.29%0.08%

Cost on $10k a year$29$8

Yield0.84%2.79%

5 years, per year−0.5%+8.4%

3 years, per year+10.1%+17.4%

Worst drop · 1Y−11.0%−16.1%

Volatility · 1Y15.2%15.7%

4–2measures won
XLU first

0.0%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

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

Overlap: PSCU, XLU

Today

0.0%most shared, PSCU and XLU

PSCUXLU

PSCU—0.0%

XLU0.0%—

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

Income After Fees on $10,000

$271most kept, XLU

XLU$279 − $8 = $271

PSCU$84 − $29 = $55

KeptFee

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