Compare UTES and SPY | ETF Tracker

UTES and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.64%−4.2%−9.9%+23.4%+13.4%−17.6%22.5%$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 4, 2026 · returns include dividends · since: UTES 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus Reaves Utilities ETF · $1.2B$18,718

UTES

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

UTESMeasureSPY

−4.2%Year to dateJan 1 → Nov 4+13.3%

−9.9%1 yearTotal return+13.4%

+23.4%3 years · per year$10,000 became $18,797 · $19,132+24.1%

+13.4%5 years · per year$10,000 became $18,717 · $18,060+12.6%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

1.64%Trailing 12-mo yield$164 · $99 a year on $10k0.99%

−17.6%Worst dropSmaller is better−8.9%

22.5%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTES vs SPY: Top 5 Holdings

Today

UTES

46.4%in top 5

SPY

in top 527.3%

UTESStockSPY

11.6%TLNnot top 5

11.3%CEGnot top 5

9.5%VSTnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.2%XELnot top 5

6.8%CNPnot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.1%

End-of-day Nov 4, 2026 · share of each fund

UTES vs SPY Returns, Every Period

5Y

VirtusUTES

+13.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

UTESSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: UTES vs SPY

YTD

VirtusUTES

−4.2%

SPYSPDR

+13.3%

−4.2%Year to date+13.3%

−17.6%Worst drop · 1Y−8.9%

22.5%Volatility · 1Y12.9%

1.6%Yield1.0%

$1.2BAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

UTES0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: UTES, SPY

1Y

1.64%highest, UTES

FundTrailing yieldYield$10k

UTES1.64%$164

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, UTES

UTES$164 − $49 = $115

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: UTES, SPY

Today

1.1%most shared, UTES and SPY

UTESSPY

UTES—1.1%

SPY1.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

UTESWorst drop−17.6%22.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UTESSPY

−4.2%Year to date+13.3%

1.6%Yield1.0%

−9.9%Past year+13.4%

0.49%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026