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XLU and FXU share 55.4% of their holdings.
| Side by side | XLU | FXU |
|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.08% | 0.61% |
| Cost per year on $10k | $8 | $61 |
| Trailing 12-mo yield | 2.78% | 2.30% |
| Income per year on $10k | $278 | $230 |
| YTD | +4.4% | +10.1% |
| 1 year | +0.1% | +8.3% |
| 3 years · per year | +16.9% | +22.1% |
| 5 years · per year | +8.7% | +12.1% |
| Worst drop · 1Y | −16.1% | −14.0% |
| Volatility · 1Y | 15.7% | 14.2% |
| Holdings | 31 | 40 |
| Assets | $24.2B | $768M |
| Leverage | None | None |
| Since | 1998 | 2007 |
Highlighted = best in the row. Returns include dividends.