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FXU and VPU share 55.2% of their holdings.
| Side by side | FXU | VPU |
|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.61% | 0.09% |
| Cost per year on $10k | $61 | $9 |
| Trailing 12-mo yield | 2.30% | 2.76% |
| Income per year on $10k | $230 | $276 |
| YTD | +10.1% | +4.0% |
| 1 year | +8.3% | −0.2% |
| 3 years · per year | +22.1% | +16.9% |
| 5 years · per year | +12.1% | +8.5% |
| Worst drop · 1Y | −14.0% | −15.6% |
| Volatility · 1Y | 14.2% | 15.3% |
| Holdings | 40 | 69 |
| Assets | $768M | $9.5B |
| Leverage | None | None |
| Since | 2007 | 2004 |
Highlighted = best in the row. Returns include dividends.