PSCU vs UTES

APSCU

BUTES

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,887XLE · UTES $19,089

Lowest cost0.08%XLF · $8 on $10k

Most income2.28%XLE · $228 on $10k

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

Held in common0.0%PSCU and UTES

PSCU

UTES

Invesco S&P SmallCap Utilities & Communication Services ETF · $17MVirtus Reaves Utilities ETF · $1.2B

+10.1%3 years · per year$13,357 · $19,515+25.0%

−0.5%5 years · per year$9,743 · $19,089+13.8%

0.29%Expense ratio$29 · $49 on $10k · lower wins0.49%

0.84%12-mo yield$84 · $160 on $10k1.60%

−11.0%Worst dropSmaller wins−17.6%

15.2%VolatilityLower wins22.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPSCU · UTES

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
4	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk	0.29%	0.84%	−1.0%	+6.0%	+2.7%	+10.1%	−0.5%	−11.0%	$17M

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

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
4	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk	0.29%	0.84%	−1.0%	+6.0%	+2.7%	+10.1%	−0.5%	−11.0%	$17M

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

PSCU vs UTES

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$9,743

UTES

Virtus Reaves Utilities

$19,089

MeasurePSCUUTES

Fee0.29%0.49%

Cost on $10k a year$29$49

Yield0.84%1.60%

5 years, per year−0.5%+13.8%

3 years, per year+10.1%+25.0%

Worst drop · 1Y−11.0%−17.6%

Volatility · 1Y15.2%22.4%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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

Overlap: PSCU, UTES, XLF, XLE

Today

0.0%most shared, PSCU and UTES

PSCUUTESXLFXLE

PSCU—0.0%0.0%0.0%

UTES0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

XLF$144 − $8 = $136

UTES$160 − $49 = $111

PSCU$84 − $29 = $55

KeptFee

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