Compare · 2 funds side by side · dividends reinvested

UTES and IGV

UTESVirtus×IGViShares×
$5k$10k$15k$20k$25kLow $9,498 · 2022UTES$18,668IGV$11,265Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,668UTES · best of the two
02 / 04

UTES and IGV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Virtus Reaves Utilities ETFSectors · Utilities0.49%1.63%−3.8%−8.5%+22.7%+13.3%−17.6%22.6%$1.2B1.1
iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.9
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: UTES 2015 · IGV 2001
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Head to Head

5Y
Virtus Reaves Utilities ETF · $1.2B$18,668
UTES
IGV
iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UTESMeasureIGV
−3.8%Year to dateJan 1 → Nov 6−6.4%
−8.5%1 yearTotal return−11.5%
+22.7%3 years · per year$10,000 became $18,484 · $14,533+13.3%
+13.3%5 years · per year$10,000 became $18,668 · $11,264+2.4%
0.49%Expense ratio$49 · $38 a year on $10k · lower is better0.38%
1.63%Trailing 12-mo yield$163 · $2 a year on $10k0.02%
−17.6%Worst dropSmaller is better−33.2%
22.6%VolatilityLower is calmer32.9%
UTESIGV Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1UTES wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

UTES vs IGV: Top 5 Holdings

Today
43.9%in top 5
IGV
in top 540.4%
UTESStockIGV
10.8%CEGnot top 5
10.7%TLNnot top 5
not top 5MSFT9.5%
not top 5PANW8.2%
8.0%VSTnot top 5
not top 5PLTR7.9%
not top 5CRWD7.8%
7.7%XELnot top 5
not top 5ORCL7.0%
6.7%CNPnot top 5
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

UTES vs IGV Returns, Every Period

5Y
VirtusUTES
+13.3%
5 years, per year
IGViShares
+2.4%
5 years, per year
−20%−10%0%+10%+20%+30%−3.8%−6.4%YTD−8.5%−11.5%1 year+22.7%+13.3%3 yrs · yr+13.3%+2.4%5 yrs · yr
UTESIGVFaded: behind in that period
4–0UTES wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Sector vs Thematic: UTES vs IGV

YTD
VirtusUTES
−3.8%
IGViShares
−6.4%
Jan 1Nov 6−3.8%−6.4%
−3.8%Year to date−6.4%
−17.6%Worst drop · 1Y−33.2%
22.6%Volatility · 1Y32.9%
1.6%Yield0.0%
$1.2BAssets$12.4B
4–0UTES wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: UTES, IGV

Today
0.38%lowest, IGV
FundExpense ratioFee$10k
IGV0.38%$38
UTES0.49%$49
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: UTES, IGV

1Y
1.63%highest, UTES
FundTrailing yieldYield$10k
UTES1.63%$163
IGV0.02%$2
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$114most kept, UTES
UTES$163 − $49 = $114
IGV$2 − $38 = −$36
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: UTES, IGV

Today
0.0%most shared, UTES and IGV
UTESIGV
UTES—0.0%
IGV0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
−8.5%UTES, at 22.6% volatility
−15%−10%−5%0%+5%10%20%30%40%Volatility · 1 year → bumpierUTES −8.5%IGV −11.5%
UTESWorst drop−17.6%22.6% vol
IGVWorst drop−33.2%32.9% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
UTESIGV
Jan 1Nov 6−3.8%−6.4%
−3.8%Year to date−6.4%
1.6%Yield0.0%
−8.5%Past year−11.5%
0.49%Fee0.38%
3–1UTES wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com