Compare · 3 funds side by side · dividends reinvested

UTES, VGT and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

UTES, VGT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.63%−3.8%−8.5%+22.7%+13.3%−17.6%22.6%$1.1B2.4

Rank among the three1st → 3rdFee, 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 · VGT 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Reaves Utilities ETF · $1.1B$18,668

UTES

VGT

Vanguard Information Technology ETF · $155B$20,649

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

UTESMeasureVGT

−3.8%Year to dateJan 1 → Nov 6+15.6%

−8.5%1 yearTotal return+12.1%

+22.7%3 years · per year$10,000 became $18,484 · $21,289+28.6%

+13.3%5 years · per year$10,000 became $18,668 · $20,649+15.6%

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

1.63%Trailing 12-mo yield$163 · $44 a year on $10k0.44%

−17.6%Worst dropSmaller is better−17.5%

22.6%VolatilityLower is calmer26.5%

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

2–6VGT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTES vs VGT: Top 5 Holdings

Today

UTES

43.9%in top 5

VGT

in top 553.2%

UTESStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

10.8%CEGnot top 5

10.7%TLNnot top 5

8.0%VSTnot top 5

7.7%XELnot top 5

6.7%CNPnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

UTES vs VGT Returns, Every Period

VirtusUTES

+13.3%

5 years, per year

VGTVanguard

+15.6%

5 years, per year

UTESVGTFaded: behind in that period

0–4VGT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

UTES vs VGT

YTD

VirtusUTES

−3.8%

VGTVanguard

+15.6%

−3.8%Year to date+15.6%

−17.6%Worst drop · 1Y−17.5%

22.6%Volatility · 1Y26.5%

1.6%Yield0.4%

$1.1BAssets$155B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, VGT, SMH

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

UTES0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UTES, VGT, SMH

1.63%highest, UTES

FundTrailing yieldYield$10k

UTES1.63%$163

VGT0.44%$44

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, UTES

UTES$163 − $49 = $114

VGT$44 − $9 = $35

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UTES, VGT, SMH

Today

41.0%most shared, VGT and SMH

UTESVGTSMH

UTES—0.0%0.0%

VGT0.0%—41.0%

SMH0.0%41.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

UTESWorst drop−17.6%22.6% vol

VGTWorst drop−17.5%26.5% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

UTESSMH

−3.8%Year to date+28.8%

1.6%Yield0.2%

−8.5%Past year+29.5%

0.49%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026