PUI vs VPU

APUI

BVPU

Measures won2–4VPU wins · of 6 · 5Y

$10,000 · 5Y$14,865VPU · PUI $14,443

Lowest cost0.09%VPU · $9 on $10k

Most income2.77%VPU · $277 on $10k

Smallest drop−15.1%PUI · worst fall in 1Y

Held in common50.3%PUI and VPU

PUI

VPU

Invesco Dorsey Wright Utilities Momentum ETF · $50MVanguard Utilities ETF · $7.7B

+16.9%3 years · per year$15,990 · $16,199+17.4%

+7.6%5 years · per year$14,443 · $14,865+8.3%

0.82%Expense ratio$82 · $9 on $10k · lower wins0.09%

2.18%12-mo yield$218 · $277 on $10k2.77%

−15.1%Worst dropSmaller wins−15.6%

15.1%VolatilityLower wins15.3%

2–4VPU wins

$10,000 · 5 yearsOne scale

Shared top holdingsPUI · VPU

4.2%DUK6.4%

3.8%SRE3.7%

3.4%ETR3.3%

3.3%AEP4.7%

Held in common50.3%

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	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.77%	−0.5%	+3.5%	−0.1%	+17.4%	+8.3%	−15.6%	$7.7B
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.18%	−0.3%	+3.0%	−3.2%	+16.9%	+7.6%	−15.1%	$50M

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	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.77%	−0.5%	+3.5%	−0.1%	+17.4%	+8.3%	−15.6%	$7.7B
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.18%	−0.3%	+3.0%	−3.2%	+16.9%	+7.6%	−15.1%	$50M

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

PUI vs VPU

PUI

Invesco Dorsey Wright Utilities Momentum

$14,443

VPU

Vanguard Utilities

$14,865

MeasurePUIVPU

Fee0.82%0.09%

Cost on $10k a year$82$9

Yield2.18%2.77%

5 years, per year+7.6%+8.3%

3 years, per year+16.9%+17.4%

Worst drop · 1Y−15.1%−15.6%

Volatility · 1Y15.1%15.3%

4–2measures won
VPU first

50.3%

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: PUI, VPU

Today

50.3%most shared, PUI and VPU

PUIVPU

PUI—50.3%

VPU50.3%—

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

PUI$218 − $82 = $136

KeptFee

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