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VPU and IDU share 89.2% of their holdings.
| Side by side | XLU | VPU | IDU |
|---|---|---|---|
| Strategy | Sectors · Utilities | Sectors · Utilities | Sectors · Utilities |
| Expense ratio | 0.08% | 0.09% | 0.37% |
| Cost per year on $10k | $8 | $9 | $37 |
| Trailing 12-mo yield | 2.81% | 2.79% | 2.34% |
| Income per year on $10k | $281 | $279 | $234 |
| YTD | +3.2% | +2.8% | +3.5% |
| 1 year | −1.6% | −2.0% | −0.5% |
| 3 years · per year | +16.9% | +17.0% | +17.1% |
| 5 years · per year | +8.4% | +8.2% | +8.4% |
| Worst drop · 1Y | −16.1% | −15.6% | −15.3% |
| Volatility · 1Y | 15.7% | 15.3% | 14.8% |
| Holdings | 31 | 69 | 46 |
| Assets | $24.2B | $9.5B | $1.4B |
| Leverage | None | None | None |
| Since | 1998 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.