Compare · 2 funds side by side · dividends reinvested

UTES and SPYM

UTESVirtus×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,198UTES · best of the two

02 / 04

UTES and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.67%−5.9%−10.1%+22.4%+12.7%−17.6%22.5%$1.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: UTES 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Reaves Utilities ETF · $1.2B$18,198

UTES

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

UTESMeasureSPYM

−5.9%Year to dateJan 1 → Nov 5+8.4%

−10.1%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,339 · $18,222+22.1%

+12.7%5 years · per year$10,000 became $18,198 · $17,164+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

1.67%Trailing 12-mo yield$167 · $106 a year on $10k1.06%

−17.6%Worst dropSmaller is better−8.9%

22.5%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

UTES vs SPYM: Top 5 Holdings

Today

UTES

44.4%in top 5

SPYM

in top 527.7%

UTESStockSPYM

10.9%TLNnot top 5

10.8%CEGnot top 5

8.4%VSTnot top 5

not top 5AAPL7.7%

7.6%XELnot top 5

not top 5NVDA7.3%

6.7%CNPnot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.1%

End-of-day Nov 5, 2026 · share of each fund

UTES vs SPYM Returns, Every Period

VirtusUTES

+12.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

UTESSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: UTES vs SPYM

YTD

VirtusUTES

−5.9%

SPYMSPDR

+8.4%

−5.9%Year to date+8.4%

−17.6%Worst drop · 1Y−8.9%

22.5%Volatility · 1Y13.6%

1.7%Yield1.1%

$1.2BAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

UTES0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UTES, SPYM

1.67%highest, UTES

FundTrailing yieldYield$10k

UTES1.67%$167

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, UTES

UTES$167 − $49 = $118

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UTES, SPYM

Today

1.1%most shared, UTES and SPYM

UTESSPYM

UTES—1.1%

SPYM1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

UTESWorst drop−17.6%22.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UTESSPYM

−5.9%Year to date+8.4%

1.7%Yield1.1%

−10.1%Past year+9.8%

0.49%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026