Compare · 2 funds side by side · dividends reinvested

UTES and VIG

UTESVirtus×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,718UTES · best of the two

02 / 04

UTES and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.64%−4.2%−9.9%+23.4%+13.4%−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 4, 2026 · returns include dividends · since: UTES 2015 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

UTES

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

UTESMeasureVIG

−4.2%Year to dateJan 1 → Nov 4+16.4%

−9.9%1 yearTotal return+18.9%

+23.4%3 years · per year$10,000 became $18,797 · $17,533+20.6%

+13.4%5 years · per year$10,000 became $18,717 · $17,005+11.2%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

1.64%Trailing 12-mo yield$164 · $144 a year on $10k1.44%

−17.6%Worst dropSmaller is better−7.9%

22.5%VolatilityLower is calmer10.2%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

UTES

46.4%in top 5

VIG

in top 522.1%

UTESStockVIG

11.6%TLNnot top 5

11.3%CEGnot top 5

9.5%VSTnot top 5

7.2%XELnot top 5

6.8%CNPnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.9%

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

UTES vs VIG Returns, Every Period

VirtusUTES

+13.4%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UTESVIGFaded: behind in that period

2–2Level

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

Sector vs Income: UTES vs VIG

YTD

VirtusUTES

−4.2%

VIGVanguard

+16.4%

−4.2%Year to date+16.4%

−17.6%Worst drop · 1Y−7.9%

22.5%Volatility · 1Y10.2%

1.6%Yield1.4%

$1.2BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: UTES, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UTES0.49%$49

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

Yields: UTES, VIG

1.64%highest, UTES

FundTrailing yieldYield$10k

UTES1.64%$164

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UTES$164 − $49 = $115

KeptFee

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

Overlap: UTES, VIG

Today

1.9%most shared, UTES and VIG

UTESVIG

UTES—1.9%

VIG1.9%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% 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

UTESVIG

−4.2%Year to date+16.4%

1.6%Yield1.4%

−9.9%Past year+18.9%

0.49%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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