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PUI and RSPU share 60.3% of their holdings.
| Side by side | PUI | RSPU |
|---|---|---|
| Strategy | Sectors · Utilities | US Stock Styles · Equal weight |
| Expense ratio | 0.82% | 0.40% |
| Cost per year on $10k | $82 | $40 |
| Trailing 12-mo yield | 2.18% | 2.63% |
| Income per year on $10k | $218 | $263 |
| YTD | +3.3% | +6.0% |
| 1 year | −3.3% | +2.5% |
| 3 years · per year | +16.3% | +18.0% |
| 5 years · per year | +7.7% | +10.6% |
| Worst drop · 1Y | −15.1% | −15.9% |
| Volatility · 1Y | 15.1% | 15.1% |
| Holdings | 38 | 32 |
| Assets | $50M | $530M |
| Leverage | None | None |
| Since | 2005 | 2006 |
Highlighted = best in the row. Returns include dividends.