IDU vs FXU

AIDU

BFXU

Measures won2–4FXU wins · of 6 · 5Y

$10,000 · 5Y$17,625FXU · IDU $14,961

Lowest cost0.37%IDU · $37 on $10k

Most income2.34%IDU · $234 on $10k

Smallest drop−14.0%FXU · worst fall in 1Y

Held in common57.6%IDU and FXU

IDU

FXU

iShares U.S. Utilities ETF · $1.4BFirst Trust Utilities AlphaDEX Fund · $751M

+16.3%3 years · per year$15,742 · $18,195+22.1%

+8.4%5 years · per year$14,961 · $17,625+12.0%

0.37%Expense ratio$37 · $61 on $10k · lower wins0.61%

2.34%12-mo yield$234 · $232 on $10k2.32%

−15.3%Worst dropSmaller wins−14.0%

14.9%VolatilityLower wins14.3%

2–4FXU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · FXU

6.3%DUK4.3%

3.1%XEL3.4%

3.0%EXC4.3%

2.8%ED4.5%

Held in common57.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$751M
2	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.34%	−0.3%	+3.7%	+1.3%	+16.3%	+8.4%	−15.3%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$751M
2	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.34%	−0.3%	+3.7%	+1.3%	+16.3%	+8.4%	−15.3%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDU vs FXU

IDU

iShares U.S. Utilities

$14,961

FXU

First Trust Utilities AlphaDEX Fund

$17,625

MeasureIDUFXU

Fee0.37%0.61%

Cost on $10k a year$37$61

Yield2.34%2.32%

5 years, per year+8.4%+12.0%

3 years, per year+16.3%+22.1%

Worst drop · 1Y−15.3%−14.0%

Volatility · 1Y14.9%14.3%

4–1measures won
FXU first

57.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDU, FXU

Today

57.6%most shared, IDU and FXU

IDUFXU

IDU—57.6%

FXU57.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, IDU

IDU$234 − $37 = $197

FXU$232 − $61 = $171

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee