Compare · 2 funds side by side · dividends reinvested

BILT and UTES

BILTiShares×UTESVirtus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,198UTES · best of the two

02 / 04

BILT and UTES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Infrastructure Active ETFThematic · Infrastructure0.60%5.79%+9.9%+10.2%[…][…]−12.6%12.0%$121M1.2

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.64%−4.2%−9.9%+23.4%+13.4%−17.6%22.5%$1.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BILT 2025 · UTES 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Infrastructure Active ETF · $121M[…]

BILT

UTES

Virtus Reaves Utilities ETF · $1.2B$18,198

$10,000 five years ago, dividends reinvested · they hold 22.7% in common

BILTMeasureUTES

+9.9%Year to dateJan 1 → Nov 5−4.2%

+10.2%1 yearTotal return−9.9%

[…]3 years · per year$10,000 became […] · $18,797+23.4%

[…]5 years · per year$10,000 became […] · $18,717+13.4%

0.60%Expense ratio$60 · $49 a year on $10k · lower is better0.49%

5.79%Trailing 12-mo yield$579 · $164 a year on $10k1.64%

−12.6%Worst dropSmaller is better−17.6%

12.0%VolatilityLower is calmer22.5%

BILTUTES Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1BILT wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BILT vs UTES: Top 5 Holdings

Today

BILT

24.9%in top 5

UTES

in top 544.4%

BILTStockUTES

not top 5TLN10.9%

not top 5CEG10.8%

not top 5VST8.4%

not top 5XEL7.6%

not top 5CNP6.7%

5.8%UNPnot top 5

5.7%AENA.MCnot top 5

4.9%AEPnot top 5

4.6%TRP.TOnot top 5

3.9%ETRnot top 5

Held in common22.7%

End-of-day Nov 5, 2026 · share of each fund

BILT vs UTES Returns, Every Period

iSharesBILT

+10.2%

past year

UTESVirtus

−9.9%

past year

BILTUTESFaded: behind in that period

2–0BILT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: BILT vs UTES

YTD

iSharesBILT

+9.9%

UTESVirtus

−4.2%

+9.9%Year to date−4.2%

−12.6%Worst drop · 1Y−17.6%

12.0%Volatility · 1Y22.5%

5.8%Yield1.6%

$121MAssets$1.2B

4–0BILT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BILT, UTES

Today

0.49%lowest, UTES

FundExpense ratioFee$10k

UTES0.49%$49

BILT0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BILT, UTES

5.79%highest, BILT

FundTrailing yieldYield$10k

BILT5.79%$579

UTES1.64%$164

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$519most kept, BILT

BILT$579 − $60 = $519

UTES$164 − $49 = $115

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BILT, UTES

Today

22.7%most shared, BILT and UTES

BILTUTES

BILT—22.7%

UTES22.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%BILT, at 12.0% volatility

BILTWorst drop−12.6%12.0% vol

UTESWorst drop−17.6%22.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BILTUTES

+9.9%Year to date−4.2%

5.8%Yield1.6%

+10.2%Past year−9.9%

0.60%Fee0.49%

3–1BILT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026