The 9 top performers
| # | Fund | 30 days | Net assets | Cost | Yield | 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FXU First Trust Utilities AlphaDEX Fund | $831.0M | 0.61% | 2.34% | +8.9% | +8.1% | +4.1% | +22.3% | +11.9% | |
| 2 | JXI iShares Global Utilities ETF | $322.8M | 0.37% | 2.5% | +5.9% | +5.5% | +3.4% | +18.7% | +9.0% | |
| 3 | XLU Utilities Select Sector SPDR Fund | $23.11B | 0.08% | 2.79% | +10.1% | +3.8% | -0.4% | -7.8% | -6.5% | |
| 4 | RSPU Invesco S&P 500 Equal Weight Utilities ETF | $538.5M | 0.4% | 2.68% | +8.5% | +3.9% | -1.5% | +18.0% | — | |
| 5 | IDU iShares U.S. Utilities ETF | $1.46B | 0.37% | 2.35% | +8.6% | +3.1% | -2.5% | +17.2% | +8.4% | |
| 6 | FUTY Fidelity MSCI Utilities Index ETF | $2.32B | 0.08% | 2.77% | +8.1% | +2.3% | -4.0% | +17.0% | +8.2% | |
| 7 | VPU Vanguard Utilities ETF | $10.08B† | 0.09% | 2.81% | +8.1% | +2.2% | -4.1% | +17.0% | +8.1% | |
| 8 | PUI Invesco Dorsey Wright Utilities Momentum ETF | $54.6M | 0.6% | 2.21% | +6.5% | +2.4% | -5.9% | +16.7% | +7.7% | |
| 9 | UTES Virtus Reaves Utilities ETF | $1.31B | 0.49% | 1.61% | +8.4% | -2.5% | -10.1% | +24.6% | +13.8% |
Funds with less than $25 million in net assets and the 3 leveraged or inverse funds are left out of the ranking. Returns are total returns with distributions reinvested (3 and 5 years annualized), as of Oct 27, 2026.
How the top 5 compare
Growth of each fund’s value from the start of the range, distributions reinvested. The dashed gray line is the S&P 500 (SPY).
All 13 Broad Utilities ETFs
Largest first. Click a heading to sort.
| Fund | Issuer | Net assets | Cost | Yield | YTD | 1 yr | 5 yr |
|---|---|---|---|---|---|---|---|
| XLU Utilities Select Sector SPDR Fund | SPDR (State Street) | $23.11B | 0.08% | 2.79% | +3.8% | -0.4% | -6.5% |
| VPU Vanguard Utilities ETF | Vanguard | $10.08B† | 0.09% | 2.81% | +2.2% | -4.1% | +8.1% |
| FUTY Fidelity MSCI Utilities Index ETF | Fidelity | $2.32B | 0.08% | 2.77% | +2.3% | -4.0% | +8.2% |
| IDU iShares U.S. Utilities ETF | iShares | $1.46B | 0.37% | 2.35% | +3.1% | -2.5% | +8.4% |
| UTES Virtus Reaves Utilities ETF | Virtus Investment Partners | $1.31B | 0.49% | 1.61% | -2.5% | -10.1% | +13.8% |
| FXU First Trust Utilities AlphaDEX Fund | First Trust | $831.0M | 0.61% | 2.34% | +8.1% | +4.1% | +11.9% |
| RSPU Invesco S&P 500 Equal Weight Utilities ETF | Invesco | $538.5M | 0.4% | 2.68% | +3.9% | -1.5% | — |
| JXI iShares Global Utilities ETF | iShares | $322.8M | 0.37% | 2.5% | +5.5% | +3.4% | +9.0% |
| PUI Invesco Dorsey Wright Utilities Momentum ETF | Invesco | $54.6M | 0.6% | 2.21% | +2.4% | -5.9% | +7.7% |
| UTSL Direxion Daily Utilities Bull 3X Shares Leveraged | Direxion | $37.9M | 0.97% | 2.53% | -7.4% | -25.5% | +4.8% |
| PSCU Invesco S&P SmallCap Utilities & Communication Se… | Invesco | $16.0M | 0.29% | 0.86% | +6.2% | +0.6% | 0.0% |
| UPW ProShares Ultra Utilities Leveraged | ProShares | $14.5M | 0.95% | 1.86% | -2.2% | -14.7% | +7.9% |
| SDP ProShares UltraShort Utilities Inverse | ProShares | $4.6M | 0.95% | 2.61% | -3.3% | +9.8% | -14.8% |
Picking funds is the easy part
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