Compare · 2 funds side by side · dividends reinvested

UTES and VOLT

UTESVirtus×VOLTTema×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,089UTES · best of the two

02 / 04

UTES and VOLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.60%−1.5%−6.4%+25.0%+13.8%−17.6%22.4%$1.2B1.3

Tema Electrification ETFUnsorted0.75%0.38%+20.1%+14.5%[…][…]−22.0%26.8%$992M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: UTES 2015 · VOLT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Tema Electrification ETF · $992M[…]

VOLT

UTES

Virtus Reaves Utilities ETF · $1.2B$19,089

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

VOLTMeasureUTES

+20.1%Year to dateJan 1 → Nov 3−1.5%

+14.5%1 yearTotal return−6.4%

[…]3 years · per year$10,000 became […] · $19,515+25.0%

[…]5 years · per year$10,000 became […] · $19,089+13.8%

0.75%Expense ratio$75 · $49 a year on $10k · lower is better0.49%

0.38%Trailing 12-mo yield$38 · $160 a year on $10k1.60%

−22.0%Worst dropSmaller is better−17.6%

26.8%VolatilityLower is calmer22.4%

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

2–4UTES wins

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

More Ways to See the Pairs

VOLT vs UTES: Top 5 Holdings

Today

VOLT

30.4%in top 5

UTES

in top 546.1%

VOLTStockUTES

not top 5CEG11.3%

not top 5TLN11.2%

not top 5VST9.5%

not top 5XEL7.3%

not top 5CNP6.8%

6.8%BELFBnot top 5

6.6%APHnot top 5

5.8%NEEnot top 5

5.6%ETNnot top 5

5.6%PWRnot top 5

Held in common23.6%

End-of-day Nov 3, 2026 · share of each fund

VOLT vs UTES Returns, Every Period

TemaVOLT

+14.5%

past year

UTESVirtus

−6.4%

past year

VOLTUTESFaded: behind in that period

2–0VOLT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Sector: VOLT vs UTES

YTD

TemaVOLT

+20.1%

UTESVirtus

−1.5%

+20.1%Year to date−1.5%

−22.0%Worst drop · 1Y−17.6%

26.8%Volatility · 1Y22.4%

0.4%Yield1.6%

$992MAssets$1.2B

3–1UTES wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, VOLT

Today

0.49%lowest, UTES

FundExpense ratioFee$10k

UTES0.49%$49

VOLT0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: UTES, VOLT

1.60%highest, UTES

FundTrailing yieldYield$10k

UTES1.60%$160

VOLT0.38%$38

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, UTES

UTES$160 − $49 = $111

VOLT$38 − $75 = −$37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: UTES, VOLT

Today

23.6%most shared, UTES and VOLT

UTESVOLT

UTES—23.6%

VOLT23.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.5%VOLT, at 26.8% volatility

UTESWorst drop−17.6%22.4% vol

VOLTWorst drop−22.0%26.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

UTESVOLT

−1.5%Year to date+20.1%

1.6%Yield0.4%

−6.4%Past year+14.5%

0.49%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026