PSCU vs IDU

APSCU

BIDU

Measures won2–4IDU wins · of 6 · 5Y

$10,000 · 5Y$15,157IDU · PSCU $10,246

Lowest cost0.29%PSCU · $29 on $10k

Most income2.31%IDU · $231 on $10k

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

Held in common0.5%PSCU and IDU

PSCU

IDU

Invesco S&P SmallCap Utilities & Communication Services ETF · $17MiShares U.S. Utilities ETF · $1.4B

+10.7%3 years · per year$13,562 · $16,185+17.4%

+0.5%5 years · per year$10,246 · $15,157+8.7%

0.29%Expense ratio$29 · $37 on $10k · lower wins0.37%

0.82%12-mo yield$82 · $231 on $10k2.31%

−11.0%Worst dropSmaller wins−15.3%

15.4%VolatilityLower wins14.9%

2–4IDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSCU · IDU

4.3%CWEN0.3%

4.3%MDU0.3%

Held in common0.5%

End-of-day Nov 4, 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	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.31%	+0.4%	+4.6%	+2.0%	+17.4%	+8.7%	−15.3%	$1.4B
2	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.82%	+2.8%	+9.0%	+3.5%	+10.7%	+0.5%	−11.0%	$17M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.31%	+0.4%	+4.6%	+2.0%	+17.4%	+8.7%	−15.3%	$1.4B
2	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.82%	+2.8%	+9.0%	+3.5%	+10.7%	+0.5%	−11.0%	$17M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSCU vs IDU

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$10,246

IDU

iShares U.S. Utilities

$15,157

MeasurePSCUIDU

Fee0.29%0.37%

Cost on $10k a year$29$37

Yield0.82%2.31%

5 years, per year+0.5%+8.7%

3 years, per year+10.7%+17.4%

Worst drop · 1Y−11.0%−15.3%

Volatility · 1Y15.4%14.9%

4–2measures won
IDU first

0.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PSCU, IDU

Today

0.5%most shared, PSCU and IDU

PSCUIDU

PSCU—0.5%

IDU0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$194most kept, IDU

IDU$231 − $37 = $194

PSCU$82 − $29 = $53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee