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VPU and FUTY share 98.0% of their holdings.
| Side by side | UTES | SQS | VPU | FUTY |
|---|---|---|---|---|
| Strategy | Sectors · Utilities | US Stock Styles · Factor | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.49% | 0.80% | 0.09% | 0.08% |
| Cost per year on $10k | $49 | $80 | $9 | $8 |
| Trailing 12-mo yield | 1.60% | 0.00% | 2.79% | 2.75% |
| Income per year on $10k | $160 | $0 | $279 | $275 |
| YTD | −1.9% | — | +2.8% | +2.8% |
| 1 year | −7.7% | — | −2.0% | −2.0% |
| 3 years · per year | +24.5% | — | +17.0% | +17.0% |
| 5 years · per year | +14.0% | — | +8.2% | +8.3% |
| Worst drop · 1Y | −17.6% | — | −15.6% | −15.6% |
| Volatility · 1Y | 22.4% | — | 15.3% | 15.4% |
| Holdings | 198 | 0 | 69 | 67 |
| Assets | $1.1B | $1.4B | $9.5B | $2.0B |
| Leverage | None | None | None | None |
| Since | 2015 | 2026 | 2004 | 2013 |
Highlighted = best in the row. Returns include dividends.