IDU vs PSCU

AIDU

BPSCU

Measures won4–2IDU wins · of 6 · 5Y

$10,000 · 5Y$14,966IDU · PSCU $9,867

Lowest cost0.29%PSCU · $29 on $10k

Most income2.33%IDU · $233 on $10k

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

Held in common0.5%IDU and PSCU

IDU

PSCU

iShares U.S. Utilities ETF · $1.4BInvesco S&P SmallCap Utilities & Communication Services ETF · $17M

+16.9%3 years · per year$15,955 · $12,962+9.0%

+8.4%5 years · per year$14,966 · $9,867−0.3%

0.37%Expense ratio$37 · $29 on $10k · lower wins0.29%

2.33%12-mo yield$233 · $85 on $10k0.85%

−15.3%Worst dropSmaller wins−11.0%

14.9%VolatilityLower wins15.6%

4–2IDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · PSCU

0.3%CWEN4.3%

0.3%MDU4.2%

Held in common0.5%

End-of-day Nov 5, 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	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.33%	−0.6%	+4.0%	+1.7%	+16.9%	+8.4%	−15.3%	$1.4B
2	BPSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.85%	−2.8%	+6.0%	+1.9%	+9.0%	−0.3%	−11.0%	$17M

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

Both

5Y2 funds

#			Trend
1	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.33%	−0.6%	+4.0%	+1.7%	+16.9%	+8.4%	−15.3%	$1.4B
2	BPSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.85%	−2.8%	+6.0%	+1.9%	+9.0%	−0.3%	−11.0%	$17M

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

Cards for this view

IDU vs PSCU

IDU

iShares U.S. Utilities

$14,966

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$9,867

MeasureIDUPSCU

Fee0.37%0.29%

Cost on $10k a year$37$29

Yield2.33%0.85%

5 years, per year+8.4%−0.3%

3 years, per year+16.9%+9.0%

Worst drop · 1Y−15.3%−11.0%

Volatility · 1Y14.9%15.6%

4–2measures won
IDU first

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDU, PSCU

Today

0.5%most shared, IDU and PSCU

IDUPSCU

IDU—0.5%

PSCU0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$196most kept, IDU

IDU$233 − $37 = $196

PSCU$85 − $29 = $56

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee