Compare · 2 funds side by side · dividends reinvested

IVV and UTES

IVViShares×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

IVV and UTES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.63%−3.8%−8.5%+22.7%+13.3%−17.6%22.6%$1.1B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · UTES 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

UTES

Virtus Reaves Utilities ETF · $1.1B$18,668

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

IVVMeasureUTES

+8.7%Year to dateJan 1 → Nov 6−3.8%

+9.8%1 yearTotal return−8.5%

+21.8%3 years · per year$10,000 became $18,084 · $18,484+22.7%

+11.4%5 years · per year$10,000 became $17,177 · $18,668+13.3%

0.03%Expense ratio$3 · $49 a year on $10k · lower is better0.49%

1.14%Trailing 12-mo yield$114 · $163 a year on $10k1.63%

−8.9%Worst dropSmaller is better−17.6%

13.6%VolatilityLower is calmer22.6%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs UTES: Top 5 Holdings

Today

IVV

27.8%in top 5

UTES

in top 543.9%

IVVStockUTES

not top 5CEG10.8%

not top 5TLN10.7%

not top 5VST8.0%

7.9%AAPLnot top 5

not top 5XEL7.7%

6.9%NVDAnot top 5

not top 5CNP6.7%

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common1.1%

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

IVV vs UTES Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

UTESVirtus

+13.3%

5 years, per year

IVVUTESFaded: behind in that period

2–2Level

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

Core vs Sector: IVV vs UTES

YTD

iSharesIVV

+8.7%

UTESVirtus

−3.8%

+8.7%Year to date−3.8%

−8.9%Worst drop · 1Y−17.6%

13.6%Volatility · 1Y22.6%

1.1%Yield1.6%

$853BAssets$1.1B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, UTES

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

UTES0.49%$49

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

Yields: IVV, UTES

1.63%highest, UTES

FundTrailing yieldYield$10k

UTES1.63%$163

IVV1.14%$114

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

Income After Fees on $10,000

$114most kept, UTES

UTES$163 − $49 = $114

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, UTES

Today

1.1%most shared, IVV and UTES

IVVUTES

IVV—1.1%

UTES1.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% 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

UTESIVV

−3.8%Year to date+8.7%

1.6%Yield1.1%

−8.5%Past year+9.8%

0.49%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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