TRUU vs FXU

ATRUU

BFXU

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545FXU

Lowest cost0.10%TRUU · $10 on $10k

Most income2.32%FXU · $232 on $10k

Smallest drop−14.0%FXU · worst fall in 1Y

Held in common55.5%TRUU and FXU

TRUU

FXU

VanEck Utilities TruSector ETF · $0MFirst Trust Utilities AlphaDEX Fund · $775M

[…]3 years · per year[…] · $18,450+22.6%

[…]5 years · per year[…] · $17,545+11.9%

0.10%Expense ratio$10 · $61 on $10k · lower wins0.61%

0.68%12-mo yield$68 · $232 on $10k2.32%

[…]Worst dropSmaller wins−14.0%

[…]VolatilityLower wins14.2%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsTRUU · FXU

7.3%DUK4.2%

3.5%EXC4.3%

3.6%XEL3.4%

3.2%ED4.3%

Held in common55.5%

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	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.1%	+8.0%	+22.6%	+11.9%	−14.0%	$775M
2	ATRUU	VanEck Utilities TruSector ETFRead Desk		0.10%	0.68%	−0.7%	new	new	new	new	[…]	$238K

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	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.1%	+8.0%	+22.6%	+11.9%	−14.0%	$775M
2	ATRUU	VanEck Utilities TruSector ETFRead Desk		0.10%	0.68%	−0.7%	new	new	new	new	[…]	$238K

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

TRUU vs FXU

TRUU

VanEck Utilities TruSector

[…]

FXU

First Trust Utilities AlphaDEX Fund

$17,545

MeasureTRUUFXU

Fee0.10%0.61%

Cost on $10k a year$10$61

Yield0.68%2.32%

5 years, per year[…]+11.9%

3 years, per year[…]+22.6%

Worst drop · 1Y[…]−14.0%

Volatility · 1Y[…]14.2%

1–1measures won
level

55.5%

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: TRUU, FXU

Today

55.5%most shared, TRUU and FXU

TRUUFXU

TRUU—55.5%

FXU55.5%—

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

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

TRUU$68 − $10 = $58

KeptFee

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