Compare · 2 funds side by side · dividends reinvested

IDU and UTES

IDUiShares×UTESVirtus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,089UTES · best of the two

02 / 04

IDU and UTES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Utilities ETFSectors · Utilities0.37%2.32%+4.2%+1.6%+17.6%+8.4%−15.3%14.9%$1.4B1.3

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.60%−1.5%−6.4%+25.0%+13.8%−17.6%22.4%$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 4, 2026 · returns include dividends · since: IDU 2000 · UTES 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$15,157

IDU

UTES

Virtus Reaves Utilities ETF · $1.2B$19,089

$10,000 five years ago, dividends reinvested · they hold 39.0% in common

IDUMeasureUTES

+4.2%Year to dateJan 1 → Nov 4−1.5%

+1.6%1 yearTotal return−6.4%

+17.6%3 years · per year$10,000 became $16,245 · $19,515+25.0%

+8.4%5 years · per year$10,000 became $14,997 · $19,089+13.8%

0.37%Expense ratio$37 · $49 a year on $10k · lower is better0.49%

2.32%Trailing 12-mo yield$232 · $160 a year on $10k1.60%

−15.3%Worst dropSmaller is better−17.6%

14.9%VolatilityLower is calmer22.4%

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

6–2IDU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDU vs UTES: Top 5 Holdings

Today

IDU

34.4%in top 5

UTES

in top 546.1%

IDUStockUTES

5.2%CEG11.3%

not top 5TLN11.2%

10.9%NEEnot top 5

not top 5VST9.5%

not top 5XEL7.3%

not top 5CNP6.8%

6.7%SOnot top 5

6.2%DUKnot top 5

5.4%WMnot top 5

Held in common39.0%

End-of-day Nov 4, 2026 · share of each fund

IDU vs UTES Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

UTESVirtus

+13.8%

5 years, per year

IDUUTESFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IDU vs UTES

YTD

iSharesIDU

+4.2%

UTESVirtus

−1.5%

+4.2%Year to date−1.5%

−15.3%Worst drop · 1Y−17.6%

14.9%Volatility · 1Y22.4%

2.3%Yield1.6%

$1.4BAssets$1.2B

4–0IDU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDU, UTES

Today

0.37%lowest, IDU

FundExpense ratioFee$10k

IDU0.37%$37

UTES0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IDU, UTES

2.32%highest, IDU

FundTrailing yieldYield$10k

IDU2.32%$232

UTES1.60%$160

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, IDU

IDU$232 − $37 = $195

UTES$160 − $49 = $111

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IDU, UTES

Today

39.0%most shared, IDU and UTES

IDUUTES

IDU—39.0%

UTES39.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.6%IDU, at 14.9% volatility

IDUWorst drop−15.3%14.9% vol

UTESWorst drop−17.6%22.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IDUUTES

+4.2%Year to date−1.5%

2.3%Yield1.6%

+1.6%Past year−6.4%

0.37%Fee0.49%

4–0IDU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026