VPU vs PSCU

AVPU

BPSCU

Measures won4–2VPU wins · of 6 · 5Y

$10,000 · 5Y$14,865VPU · PSCU $9,743

Lowest cost0.09%VPU · $9 on $10k

Most income2.77%VPU · $277 on $10k

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

Held in common2.3%VPU and PSCU

VPU

PSCU

Vanguard Utilities ETF · $7.7BInvesco S&P SmallCap Utilities & Communication Services ETF · $17M

+17.4%3 years · per year$16,199 · $13,357+10.1%

+8.3%5 years · per year$14,865 · $9,743−0.5%

0.09%Expense ratio$9 · $29 on $10k · lower wins0.29%

2.77%12-mo yield$277 · $84 on $10k0.84%

−15.6%Worst dropSmaller wins−11.0%

15.3%VolatilityLower wins15.2%

4–2VPU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVPU · PSCU

0.3%MDU4.2%

0.2%CWEN4.2%

0.2%OTTR3.9%

0.2%AWR3.5%

Held in common2.3%

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	AVPU	Vanguard Utilities ETFRead Desk		0.09%	2.77%	−0.5%	+3.5%	−0.1%	+17.4%	+8.3%	−15.6%	$7.7B
2	BPSCU	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

Both

5Y2 funds

#			Trend
1	AVPU	Vanguard Utilities ETFRead Desk		0.09%	2.77%	−0.5%	+3.5%	−0.1%	+17.4%	+8.3%	−15.6%	$7.7B
2	BPSCU	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

VPU vs PSCU

VPU

Vanguard Utilities

$14,865

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$9,743

MeasureVPUPSCU

Fee0.09%0.29%

Cost on $10k a year$9$29

Yield2.77%0.84%

5 years, per year+8.3%−0.5%

3 years, per year+17.4%+10.1%

Worst drop · 1Y−15.6%−11.0%

Volatility · 1Y15.3%15.2%

4–2measures won
VPU first

2.3%

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: VPU, PSCU

Today

2.3%most shared, VPU and PSCU

VPUPSCU

VPU—2.3%

PSCU2.3%—

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

PSCU$84 − $29 = $55

KeptFee

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