IDU vs VPU

AIDU

BVPU

Measures won4–2IDU wins · of 6 · 5Y

$10,000 · 5Y$14,997IDU · VPU $14,865

Lowest cost0.09%VPU · $9 on $10k

Most income2.77%VPU · $277 on $10k

Smallest drop−15.3%IDU · worst fall in 1Y

Held in common89.1%IDU and VPU

IDU

VPU

iShares U.S. Utilities ETF · $1.4BVanguard Utilities ETF · $7.7B

+17.6%3 years · per year$16,245 · $16,199+17.4%

+8.4%5 years · per year$14,997 · $14,865+8.3%

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

2.32%12-mo yield$232 · $277 on $10k2.77%

−15.3%Worst dropSmaller wins−15.6%

14.9%VolatilityLower wins15.3%

4–2IDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · VPU

10.9%NEE11.4%

6.7%SO6.7%

6.2%DUK6.4%

5.2%CEG5.7%

Held in common89.1%

End-of-day Nov 3, 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%	2.32%	−0.6%	+4.2%	+1.6%	+17.6%	+8.4%	−15.3%	$1.4B
2	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.77%	−0.5%	+3.5%	−0.1%	+17.4%	+8.3%	−15.6%	$7.7B

End-of-day Nov 3, 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%	2.32%	−0.6%	+4.2%	+1.6%	+17.6%	+8.4%	−15.3%	$1.4B
2	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.77%	−0.5%	+3.5%	−0.1%	+17.4%	+8.3%	−15.6%	$7.7B

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

IDU vs VPU

IDU

iShares U.S. Utilities

$14,997

VPU

Vanguard Utilities

$14,865

MeasureIDUVPU

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.32%2.77%

5 years, per year+8.4%+8.3%

3 years, per year+17.6%+17.4%

Worst drop · 1Y−15.3%−15.6%

Volatility · 1Y14.9%15.3%

4–2measures won
IDU first

89.1%

holdings shared

Nov 3, 2026 · $10,000 five years 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: IDU, VPU

Today

89.1%most shared, IDU and VPU

IDUVPU

IDU—89.1%

VPU89.1%—

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

Income After Fees on $10,000

$268most kept, VPU

VPU$277 − $9 = $268

IDU$232 − $37 = $195

KeptFee

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