XLU vs VPU

AXLU

BVPU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,970XLU · VPU $14,847

Lowest cost0.08%XLU · $8 on $10k

Most income2.81%XLU · $281 on $10k

Smallest drop−15.6%VPU · worst fall in 1Y

Held in common87.8%XLU and VPU

XLU

VPU

State Street Utilities Select Sector SPDR ETF · $23.9BVanguard Utilities ETF · $7.7B

+16.0%3 years · per year$15,627 · $15,669+16.1%

+8.4%5 years · per year$14,971 · $14,847+8.2%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.81%12-mo yield$281 · $279 on $10k2.79%

−16.1%Worst dropSmaller wins−15.6%

15.7%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLU · VPU

13.5%NEE11.4%

7.9%SO6.7%

7.5%DUK6.4%

5.8%CEG5.7%

Held in common87.8%

End-of-day Nov 6, 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%	2.81%	−0.4%	+3.1%	−0.2%	+16.0%	+8.4%	−16.1%	$23.9B
2	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.79%	−0.2%	+2.9%	−0.5%	+16.1%	+8.2%	−15.6%	$7.7B

End-of-day Nov 6, 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%	2.81%	−0.4%	+3.1%	−0.2%	+16.0%	+8.4%	−16.1%	$23.9B
2	BVPU	Vanguard Utilities ETFRead Desk		0.09%	2.79%	−0.2%	+2.9%	−0.5%	+16.1%	+8.2%	−15.6%	$7.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLU vs VPU

XLU

Utilities Select Sector SPDR

$14,971

VPU

Vanguard Utilities

$14,847

MeasureXLUVPU

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.81%2.79%

5 years, per year+8.4%+8.2%

3 years, per year+16.0%+16.1%

Worst drop · 1Y−16.1%−15.6%

Volatility · 1Y15.7%15.4%

3–2measures won
VPU first

87.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLU, VPU

Today

87.8%most shared, XLU and VPU

XLUVPU

XLU—87.8%

VPU87.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$273most kept, XLU

XLU$281 − $8 = $273

VPU$279 − $9 = $270

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee