PUI vs XLU

APUI

BXLU

Measures won2–4XLU wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · XLU $14,983

Lowest cost0.03%VOO · $3 on $10k

Most income2.79%XLU · $279 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common49.8%PUI and XLU

PUI

XLU

Invesco Dorsey Wright Utilities Momentum ETF · $50MState Street Utilities Select Sector SPDR ETF · $24.3B

+16.9%3 years · per year$15,990 · $16,171+17.4%

+7.6%5 years · per year$14,443 · $14,983+8.4%

0.82%Expense ratio$82 · $8 on $10k · lower wins0.08%

2.18%12-mo yield$218 · $279 on $10k2.79%

−15.1%Worst dropSmaller wins−16.1%

15.1%VolatilityLower wins15.7%

2–4XLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPUI · XLU

4.2%DUK7.2%

3.8%SRE4.1%

3.4%ETR3.8%

3.3%AEP5.2%

Held in common49.8%

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 Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk	0.08%	2.79%	−0.6%	+3.8%	+0.2%	+17.4%	+8.4%	−16.1%	$24.3B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk	0.08%	2.79%	−0.6%	+3.8%	+0.2%	+17.4%	+8.4%	−16.1%	$24.3B
3	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 XLU

PUI

Invesco Dorsey Wright Utilities Momentum

$14,443

XLU

Utilities Select Sector SPDR

$14,983

MeasurePUIXLU

Fee0.82%0.08%

Cost on $10k a year$82$8

Yield2.18%2.79%

5 years, per year+7.6%+8.4%

3 years, per year+16.9%+17.4%

Worst drop · 1Y−15.1%−16.1%

Volatility · 1Y15.1%15.7%

4–2measures won
XLU first

49.8%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV 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

Overlap: PUI, XLU, VOO

Today

49.8%most shared, PUI and XLU

PUIXLUVOO

PUI—49.8%2.2%

XLU49.8%—1.9%

VOO2.2%1.9%—

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

Income After Fees on $10,000

$271most kept, XLU

XLU$279 − $8 = $271

PUI$218 − $82 = $136

VOO$107 − $3 = $104

KeptFee

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