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IDU and VPU share 89.1% of their holdings.
| Side by side | IDU | XLU | VPU |
|---|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.37% | 0.08% | 0.09% |
| Cost per year on $10k | $37 | $8 | $9 |
| Trailing 12-mo yield | 2.31% | 2.78% | 2.76% |
| Income per year on $10k | $231 | $278 | $276 |
| YTD | +4.8% | +4.4% | +4.0% |
| 1 year | +1.5% | +0.1% | −0.2% |
| 3 years · per year | +17.1% | +16.9% | +16.9% |
| 5 years · per year | +8.6% | +8.7% | +8.5% |
| Worst drop · 1Y | −15.3% | −16.1% | −15.6% |
| Volatility · 1Y | 14.9% | 15.7% | 15.3% |
| Holdings | 46 | 31 | 69 |
| Assets | $1.4B | $24.2B | $9.5B |
| Leverage | None | None | None |
| Since | 2000 | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.