Compare · 2 funds side by side · dividends reinvested

FUTY and UTES

FUTYFidelity×UTESVirtus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,668UTES · best of the two

02 / 04

FUTY and UTES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Utilities Index ETFSectors · Utilities0.08%2.75%+2.9%−0.5%+16.2%+8.2%−15.6%15.4%$2.1B1.3

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.63%−3.8%−8.5%+22.7%+13.3%−17.6%22.6%$1.2B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: FUTY 2013 · UTES 2015

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Utilities Index ETF · $2.1B$14,862

FUTY

UTES

Virtus Reaves Utilities ETF · $1.2B$18,668

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

FUTYMeasureUTES

+2.9%Year to dateJan 1 → Nov 6−3.8%

−0.5%1 yearTotal return−8.5%

+16.2%3 years · per year$10,000 became $15,688 · $18,484+22.7%

+8.2%5 years · per year$10,000 became $14,862 · $18,668+13.3%

0.08%Expense ratio$8 · $49 a year on $10k · lower is better0.49%

2.75%Trailing 12-mo yield$275 · $163 a year on $10k1.63%

−15.6%Worst dropSmaller is better−17.6%

15.4%VolatilityLower is calmer22.6%

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

6–2FUTY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FUTY vs UTES: Top 5 Holdings

Today

FUTY

35.5%in top 5

UTES

in top 543.9%

FUTYStockUTES

12.2%NEEnot top 5

5.0%CEG10.8%

not top 5TLN10.7%

not top 5VST8.0%

not top 5XEL7.7%

7.0%SOnot top 5

6.7%DUKnot top 5

not top 5CNP6.7%

4.6%AEPnot top 5

Held in common40.2%

End-of-day Nov 6, 2026 · share of each fund

FUTY vs UTES Returns, Every Period

FidelityFUTY

+8.2%

5 years, per year

UTESVirtus

+13.3%

5 years, per year

FUTYUTESFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FUTY vs UTES

YTD

FidelityFUTY

+2.9%

UTESVirtus

−3.8%

+2.9%Year to date−3.8%

−15.6%Worst drop · 1Y−17.6%

15.4%Volatility · 1Y22.6%

2.7%Yield1.6%

$2.1BAssets$1.2B

4–0FUTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FUTY, UTES

Today

0.08%lowest, FUTY

FundExpense ratioFee$10k

FUTY0.08%$8

UTES0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FUTY, UTES

2.75%highest, FUTY

FundTrailing yieldYield$10k

FUTY2.75%$275

UTES1.63%$163

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$267most kept, FUTY

FUTY$275 − $8 = $267

UTES$163 − $49 = $114

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FUTY, UTES

Today

40.2%most shared, FUTY and UTES

FUTYUTES

FUTY—40.2%

UTES40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.5%FUTY, at 15.4% volatility

FUTYWorst drop−15.6%15.4% vol

UTESWorst drop−17.6%22.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FUTYUTES

+2.9%Year to date−3.8%

2.7%Yield1.6%

−0.5%Past year−8.5%

0.08%Fee0.49%

4–0FUTY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026