Compare · 3 funds side by side · dividends reinvested

UTES, SPYM and IVV

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

02 / 04

UTES, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.0

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.58%−0.7%−4.4%+23.4%+13.9%−17.6%22.8%$1.1B2.3

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

UTES

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

UTESMeasureSPYM

−0.7%Year to dateJan 1 → Nov 9+11.3%

−4.4%1 yearTotal return+13.6%

+23.4%3 years · per year$10,000 became $18,782 · $18,161+22.0%

+13.9%5 years · per year$10,000 became $19,205 · $17,553+11.9%

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

1.58%Trailing 12-mo yield$158 · $103 a year on $10k1.03%

−17.6%Worst dropSmaller is better−8.9%

22.8%VolatilityLower is calmer13.7%

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

3–5SPYM 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 SPYM: Top 5 Holdings

Today

UTES

45.1%in top 5

SPYM

in top 527.8%

UTESStockSPYM

11.3%TLNnot top 5

11.0%CEGnot top 5

8.7%VSTnot top 5

not top 5AAPL7.9%

7.5%XELnot top 5

not top 5NVDA7.1%

6.7%CNPnot top 5

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.1%

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

UTES vs SPYM Returns, Every Period

VirtusUTES

+13.9%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

UTESSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: UTES vs IVV

YTD

VirtusUTES

−0.7%

IVViShares

+11.3%

−0.7%Year to date+11.3%

−17.6%Worst drop · 1Y−8.9%

22.8%Volatility · 1Y13.8%

1.6%Yield1.1%

$1.1BAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: UTES, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

UTES0.49%$49

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

Yields: UTES, SPYM, IVV

1.58%highest, UTES

FundTrailing yieldYield$10k

UTES1.58%$158

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$109most kept, UTES

UTES$158 − $49 = $109

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: UTES, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

UTESSPYMIVV

UTES—1.1%1.1%

SPYM1.1%—99.9%

IVV1.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

UTESSPYM

−0.7%Year to date+11.3%

1.6%Yield1.0%

−4.4%Past year+13.6%

0.49%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026