Compare · 2 funds side by side · dividends reinvested

UTES and VOO

UTESVirtus×VOOVanguard×

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 VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.60%−1.5%−6.4%+25.0%+13.8%−17.6%22.4%$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 3, 2026 · returns include dividends · since: UTES 2015 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

UTES

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

UTESMeasureVOO

−1.5%Year to dateJan 1 → Nov 3+11.5%

−6.4%1 yearTotal return+11.9%

+25.0%3 years · per year$10,000 became $19,515 · $19,094+24.1%

+13.8%5 years · per year$10,000 became $19,089 · $17,749+12.2%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

1.60%Trailing 12-mo yield$160 · $107 a year on $10k1.07%

−17.6%Worst dropSmaller is better−8.9%

22.4%VolatilityLower is calmer12.7%

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

3–5VOO wins

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

More Ways to See the Pairs

UTES vs VOO: Top 5 Holdings

Today

UTES

46.1%in top 5

VOO

in top 528.3%

UTESStockVOO

11.3%CEGnot top 5

11.2%TLNnot top 5

9.5%VSTnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

7.3%XELnot top 5

6.8%CNPnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.0%

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

UTES vs VOO Returns, Every Period

VirtusUTES

+13.8%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

UTESVOOFaded: behind in that period

2–2Level

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

Sector vs Core: UTES vs VOO

YTD

VirtusUTES

−1.5%

VOOVanguard

+11.5%

−1.5%Year to date+11.5%

−17.6%Worst drop · 1Y−8.9%

22.4%Volatility · 1Y12.7%

1.6%Yield1.1%

$1.2BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: UTES, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

UTES0.49%$49

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

Yields: UTES, VOO

1.60%highest, UTES

FundTrailing yieldYield$10k

UTES1.60%$160

VOO1.07%$107

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

Income After Fees on $10,000

$111most kept, UTES

UTES$160 − $49 = $111

VOO$107 − $3 = $104

KeptFee

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

Overlap: UTES, VOO

Today

1.0%most shared, UTES and VOO

UTESVOO

UTES—1.0%

VOO1.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

UTESWorst drop−17.6%22.4% vol

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

Paid More vs Made More

YTD

UTESVOO

−1.5%Year to date+11.5%

1.6%Yield1.1%

−6.4%Past year+11.9%

0.49%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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