Compare · 2 funds side by side · dividends reinvested

UTES and FUTY

UTESVirtus×FUTYFidelity×

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

UTES and FUTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Utilities Index ETFSectors · Utilities0.08%2.73%+3.5%−0.1%+17.5%+8.3%−15.6%15.4%$2.0B1.3

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 3, 2026 · returns include dividends · since: UTES 2015 · FUTY 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

UTES

FUTY

Fidelity MSCI Utilities Index ETF · $2.0B$14,876

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

UTESMeasureFUTY

−1.5%Year to dateJan 1 → Nov 3+3.5%

−6.4%1 yearTotal return−0.1%

+25.0%3 years · per year$10,000 became $19,515 · $16,216+17.5%

+13.8%5 years · per year$10,000 became $19,089 · $14,876+8.3%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

1.60%Trailing 12-mo yield$160 · $273 a year on $10k2.73%

−17.6%Worst dropSmaller is better−15.6%

22.4%VolatilityLower is calmer15.4%

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

2–6FUTY wins

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

More Ways to See the Pairs

UTES vs FUTY: Top 5 Holdings

Today

UTES

46.1%in top 5

FUTY

in top 535.3%

UTESStockFUTY

not top 5NEE11.7%

11.3%CEG5.3%

11.2%TLNnot top 5

9.5%VSTnot top 5

7.3%XELnot top 5

not top 5SO7.0%

6.8%CNPnot top 5

not top 5DUK6.6%

not top 5AEP4.7%

Held in common40.7%

End-of-day Nov 3, 2026 · share of each fund

UTES vs FUTY Returns, Every Period

VirtusUTES

+13.8%

5 years, per year

FUTYFidelity

+8.3%

5 years, per year

UTESFUTYFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

UTES vs FUTY

YTD

VirtusUTES

−1.5%

FUTYFidelity

+3.5%

−1.5%Year to date+3.5%

−17.6%Worst drop · 1Y−15.6%

22.4%Volatility · 1Y15.4%

1.6%Yield2.7%

$1.2BAssets$2.0B

4–0FUTY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, FUTY

Today

0.08%lowest, FUTY

FundExpense ratioFee$10k

FUTY0.08%$8

UTES0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: UTES, FUTY

2.73%highest, FUTY

FundTrailing yieldYield$10k

FUTY2.73%$273

UTES1.60%$160

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$265most kept, FUTY

FUTY$273 − $8 = $265

UTES$160 − $49 = $111

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: UTES, FUTY

Today

40.7%most shared, UTES and FUTY

UTESFUTY

UTES—40.7%

FUTY40.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.1%FUTY, at 15.4% volatility

FUTYWorst drop−15.6%15.4% vol

UTESWorst drop−17.6%22.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FUTYUTES

+3.5%Year to date−1.5%

2.7%Yield1.6%

−0.1%Past year−6.4%

0.08%Fee0.49%

4–0FUTY wins

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026