PSCU vs VPU

APSCU

BVPU

Measures won1–5VPU wins · of 6 · 5Y

$10,000 · 5Y$15,013VPU · PSCU $10,246

Lowest cost0.09%VPU · $9 on $10k

Most income2.76%VPU · $276 on $10k

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

Held in common2.3%PSCU and VPU

PSCU

VPU

Invesco S&P SmallCap Utilities & Communication Services ETF · $17MVanguard Utilities ETF · $7.7B

+10.7%3 years · per year$13,562 · $16,162+17.4%

+0.5%5 years · per year$10,246 · $15,013+8.5%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

0.82%12-mo yield$82 · $276 on $10k2.76%

−11.0%Worst dropSmaller wins−15.6%

15.4%VolatilityLower wins15.3%

1–5VPU wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSCU · VPU

4.3%MDU0.3%

4.3%CWEN0.2%

3.6%OTTR0.2%

3.5%AWR0.2%

Held in common2.3%

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	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.76%	+0.4%	+3.9%	+0.2%	+17.4%	+8.5%	−15.6%	$7.7B
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	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.76%	+0.4%	+3.9%	+0.2%	+17.4%	+8.5%	−15.6%	$7.7B
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 VPU

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$10,246

VPU

Vanguard Utilities

$15,013

MeasurePSCUVPU

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield0.82%2.76%

5 years, per year+0.5%+8.5%

3 years, per year+10.7%+17.4%

Worst drop · 1Y−11.0%−15.6%

Volatility · 1Y15.4%15.3%

5–1measures won
VPU first

2.3%

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, VPU

Today

2.3%most shared, PSCU and VPU

PSCUVPU

PSCU—2.3%

VPU2.3%—

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

Income After Fees on $10,000

$267most kept, VPU

VPU$276 − $9 = $267

PSCU$82 − $29 = $53

KeptFee

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