Compare · 2 funds side by side · dividends reinvested

UTES and SCHD

UTESVirtus×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,205UTES · best of the two

02 / 04

UTES and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.58%−0.7%−4.4%+23.4%+13.9%−17.6%22.8%$1.1B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: UTES 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Reaves Utilities ETF · $1.1B$19,205

UTES

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

UTESMeasureSCHD

−0.7%Year to dateJan 1 → Nov 9+33.2%

−4.4%1 yearTotal return+39.1%

+23.4%3 years · per year$10,000 became $18,782 · $17,123+19.6%

+13.9%5 years · per year$10,000 became $19,205 · $16,459+10.5%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

1.58%Trailing 12-mo yield$158 · $296 a year on $10k2.96%

−17.6%Worst dropSmaller is better−6.9%

22.8%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTES vs SCHD: Top 5 Holdings

Today

UTES

45.1%in top 5

SCHD

in top 521.4%

UTESStockSCHD

11.3%TLNnot top 5

11.0%CEGnot top 5

8.7%VSTnot top 5

7.5%XELnot top 5

6.7%CNPnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

UTES vs SCHD Returns, Every Period

VirtusUTES

+13.9%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

UTESSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: UTES vs SCHD

YTD

VirtusUTES

−0.7%

SCHDSchwab

+33.2%

−0.7%Year to date+33.2%

−17.6%Worst drop · 1Y−6.9%

22.8%Volatility · 1Y11.8%

1.6%Yield3.0%

$1.1BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UTES0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: UTES, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

UTES1.58%$158

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

UTES$158 − $49 = $109

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: UTES, SCHD

Today

0.0%most shared, UTES and SCHD

UTESSCHD

UTES—0.0%

SCHD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

UTESWorst drop−17.6%22.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDUTES

+33.2%Year to date−0.7%

3.0%Yield1.6%

+39.1%Past year−4.4%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026