IDU vs SPY

AIDU

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IDU $14,966

Lowest cost0.09%SPY · $9 on $10k

Most income2.33%IDU · $233 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.3%IDU and SPY

IDU

SPY

iShares U.S. Utilities ETF · $1.4BState Street SPDR S&P 500 ETF · $819B

+16.9%3 years · per year$15,955 · $18,174+22.0%

+8.4%5 years · per year$14,966 · $17,099+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

2.33%12-mo yield$233 · $103 on $10k1.03%

−15.3%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · SPY

11.4%NEE0.3%

6.6%SO0.2%

6.2%DUK0.2%

5.5%WM0.1%

Held in common2.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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

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 SPY

IDU

iShares U.S. Utilities

$14,966

SPY

SPDR S&P 500

$17,099

MeasureIDUSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.33%1.03%

5 years, per year+8.4%+11.3%

3 years, per year+16.9%+22.0%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y14.9%13.6%

5–1measures won
SPY first

2.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IDU, SPY

Today

2.3%most shared, IDU and SPY

IDUSPY

IDU—2.3%

SPY2.3%—

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

SPY$103 − $9 = $94

KeptFee

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