XLU vs PSCU

AXLU

BPSCU

Measures won4–2XLU wins · of 6 · 5Y

$10,000 · 5Y$14,983XLU · PSCU $9,743

Lowest cost0.08%XLU · $8 on $10k

Most income2.79%XLU · $279 on $10k

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

Held in common0.0%XLU and PSCU

XLU

PSCU

State Street Utilities Select Sector SPDR ETF · $24.3BInvesco S&P SmallCap Utilities & Communication Services ETF · $17M

+17.4%3 years · per year$16,171 · $13,357+10.1%

+8.4%5 years · per year$14,983 · $9,743−0.5%

0.08%Expense ratio$8 · $29 on $10k · lower wins0.29%

2.79%12-mo yield$279 · $84 on $10k0.84%

−16.1%Worst dropSmaller wins−11.0%

15.7%VolatilityLower wins15.2%

4–2XLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLU · PSCU

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AXLU	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
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	AXLU	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
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

XLU vs PSCU

XLU

Utilities Select Sector SPDR

$14,983

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$9,743

MeasureXLUPSCU

Fee0.08%0.29%

Cost on $10k a year$8$29

Yield2.79%0.84%

5 years, per year+8.4%−0.5%

3 years, per year+17.4%+10.1%

Worst drop · 1Y−16.1%−11.0%

Volatility · 1Y15.7%15.2%

4–2measures won
XLU first

0.0%

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: XLU, PSCU

Today

0.0%most shared, XLU and PSCU

XLUPSCU

XLU—0.0%

PSCU0.0%—

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

PSCU$84 − $29 = $55

KeptFee

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