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FUTY and IDU share 89.3% of their holdings.
| Side by side | FUTY | IDU |
|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.08% | 0.37% |
| Cost per year on $10k | $8 | $37 |
| Trailing 12-mo yield | 2.72% | 2.31% |
| Income per year on $10k | $272 | $231 |
| YTD | +4.0% | +4.8% |
| 1 year | −0.2% | +1.5% |
| 3 years · per year | +17.0% | +17.1% |
| 5 years · per year | +8.5% | +8.6% |
| Worst drop · 1Y | −15.6% | −15.3% |
| Volatility · 1Y | 15.4% | 14.9% |
| Holdings | 67 | 46 |
| Assets | $2.0B | $1.4B |
| Leverage | None | None |
| Since | 2013 | 2000 |
Highlighted = best in the row. Returns include dividends.