IDU vs XLF5YIDUIDUAvsBXLFXLFiShares U.S. Utilities ETF · $1.4BState Street Financial Select Sector SPDR ETF · $54.1BReturns · dividends in+16.0%3 years · per year$15,604 · $18,242+22.2%+8.7%5 years · per year$15,205 · $15,765+9.5%Cost and income0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%2.30%12-mo yield$230 · $141 on $10k1.41%Risk · 1 yearEnd-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.41%+0.6%+8.4%+12.4%+22.2%+9.5%−14.8%$54.1B2AIDUiShares U.S. Utilities ETFReadDesk0.37%2.30%+0.3%+5.3%+2.1%+16.0%+8.7%−15.3%$1.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.41%+0.6%+8.4%+12.4%+22.2%+9.5%−14.8%$54.1B2AIDUiShares U.S. Utilities ETFReadDesk0.37%2.30%+0.3%+5.3%+2.1%+16.0%+8.7%−15.3%$1.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: IDU, XLFToday0.0%most shared, IDU and XLFIDUXLFIDU—0.0%XLF0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IDU vs XLF5YAIDUiShares U.S. Utilities$15,205vsXLFBFinancial Select Sector SPDR$15,765$10k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: IDU, XLFToday0.0%most shared, IDU and XLFIDUXLFIDU—0.0%XLF0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$193most kept, IDUIDU$230 − $37 = $193XLF$141 − $8 = $133KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee