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PUI and IVSI share 2.2% of their holdings.
| Side by side | PUI | IVSI |
|---|---|---|
| Strategy | Sectors · Utilities | International · Ex-US broad |
| Expense ratio | 0.82% | 0.65% |
| Cost per year on $10k | $82 | $65 |
| Trailing 12-mo yield | 2.18% | 0.04% |
| Income per year on $10k | $218 | $4 |
| YTD | +3.3% | +13.4% |
| 1 year | −3.3% | — |
| 3 years · per year | +16.3% | — |
| 5 years · per year | +7.7% | — |
| Worst drop · 1Y | −15.1% | — |
| Volatility · 1Y | 15.1% | — |
| Holdings | 38 | 0 |
| Assets | $50M | $9M |
| Leverage | None | None |
| Since | 2005 | 2025 |
Highlighted = best in the row. Returns include dividends.