XLU vs FXU

AXLU

BFXU

Measures won2–4FXU wins · of 6 · 5Y

$10,000 · 5Y$17,893FXU · XLU $15,281

Lowest cost0.08%XLU · $8 on $10k

Most income2.77%XLU · $277 on $10k

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

Held in common55.4%XLU and FXU

State Street Utilities Select Sector SPDR ETF · $24.3BFirst Trust Utilities AlphaDEX Fund · $760M

+16.1%3 years · per year$15,641 · $17,730+21.0%

+8.9%5 years · per year$15,281 · $17,893+12.3%

0.08%Expense ratio$8 · $61 on $10k · lower wins0.61%

2.77%12-mo yield$277 · $231 on $10k2.31%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.31%	0.0%	+9.9%	+6.5%	+21.0%	+12.3%	−14.0%	$760M
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.77%	0.0%	+4.8%	+0.4%	+16.1%	+8.9%	−16.1%	$24.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.31%	0.0%	+9.9%	+6.5%	+21.0%	+12.3%	−14.0%	$760M
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.77%	0.0%	+4.8%	+0.4%	+16.1%	+8.9%	−16.1%	$24.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLU

Utilities Select Sector SPDR

$15,281

FXU

First Trust Utilities AlphaDEX Fund

$17,893

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