Compare · 2 funds side by side · dividends reinvested

UTES and IDU

UTESVirtus×IDUiShares×

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 IDU, 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 3, 2026 · returns include dividends · since: UTES 2015 · IDU 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

UTES

IDU

iShares U.S. Utilities ETF · $1.4B$14,997

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

UTESMeasureIDU

−1.5%Year to dateJan 1 → Nov 3+4.2%

−6.4%1 yearTotal return+1.6%

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

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

0.49%Expense ratio$49 · $37 a year on $10k · lower is better0.37%

1.60%Trailing 12-mo yield$160 · $232 a year on $10k2.32%

−17.6%Worst dropSmaller is better−15.3%

22.4%VolatilityLower is calmer14.9%

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

2–6IDU 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 IDU: Top 5 Holdings

Today

UTES

46.1%in top 5

IDU

in top 534.4%

UTESStockIDU

11.3%CEG5.2%

11.2%TLNnot top 5

not top 5NEE10.9%

9.5%VSTnot top 5

7.3%XELnot top 5

6.8%CNPnot top 5

not top 5SO6.7%

not top 5DUK6.2%

not top 5WM5.4%

Held in common39.0%

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

UTES vs IDU Returns, Every Period

VirtusUTES

+13.8%

5 years, per year

IDUiShares

+8.4%

5 years, per year

UTESIDUFaded: behind in that period

2–2Level

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

UTES vs IDU

YTD

VirtusUTES

−1.5%

IDUiShares

+4.2%

−1.5%Year to date+4.2%

−17.6%Worst drop · 1Y−15.3%

22.4%Volatility · 1Y14.9%

1.6%Yield2.3%

$1.2BAssets$1.4B

4–0IDU wins

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

Cost, Income and Risk

Fees: UTES, IDU

Today

0.37%lowest, IDU

FundExpense ratioFee$10k

IDU0.37%$37

UTES0.49%$49

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

Yields: UTES, IDU

2.32%highest, IDU

FundTrailing yieldYield$10k

IDU2.32%$232

UTES1.60%$160

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

Overlap: UTES, IDU

Today

39.0%most shared, UTES and IDU

UTESIDU

UTES—39.0%

IDU39.0%—

End-of-day Nov 3, 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 3, 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 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