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FUTY and VPU share 97.8% of their holdings.
| Side by side | XLU | UTES | FUTY | VPU |
|---|---|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.08% | 0.49% | 0.08% | 0.09% |
| Cost per year on $10k | $8 | $49 | $8 | $9 |
| Trailing 12-mo yield | 2.81% | 1.60% | 2.75% | 2.79% |
| Income per year on $10k | $281 | $160 | $275 | $279 |
| YTD | +3.2% | −1.9% | +2.8% | +2.8% |
| 1 year | −1.6% | −7.7% | −2.0% | −2.0% |
| 3 years · per year | +16.9% | +24.5% | +17.0% | +17.0% |
| 5 years · per year | +8.4% | +14.0% | +8.3% | +8.2% |
| Worst drop · 1Y | −16.1% | −17.6% | −15.6% | −15.6% |
| Volatility · 1Y | 15.7% | 22.4% | 15.4% | 15.3% |
| Holdings | 31 | 198 | 67 | 69 |
| Assets | $24.2B | $1.1B | $2.0B | $9.5B |
| Leverage | None | None | None | None |
| Since | 1998 | 2015 | 2013 | 2004 |
Highlighted = best in the row. Returns include dividends.