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FUTY and VPU share 97.6% of their holdings.
| Side by side | UTES | FUTY | VPU |
|---|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.49% | 0.08% | 0.09% |
| Cost per year on $10k | $49 | $8 | $9 |
| Trailing 12-mo yield | 1.61% | 2.72% | 2.76% |
| Income per year on $10k | $161 | $272 | $276 |
| YTD | −2.3% | +4.0% | +4.0% |
| 1 year | −7.6% | −0.2% | −0.2% |
| 3 years · per year | +23.8% | +17.0% | +16.9% |
| 5 years · per year | +13.8% | +8.5% | +8.5% |
| Worst drop · 1Y | −17.6% | −15.6% | −15.6% |
| Volatility · 1Y | 22.4% | 15.4% | 15.3% |
| Holdings | 198 | 67 | 69 |
| Assets | $1.2B | $2.0B | $9.5B |
| Leverage | None | None | None |
| Since | 2015 | 2013 | 2004 |
Highlighted = best in the row. Returns include dividends.