Compare · 2 funds side by side · dividends reinvested

UTES and XLE

UTESVirtus×XLESPDR×
$5k$10k$15k$20k$25k$30kLow $9,823 · 2021XLE$25,404UTES$18,198Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,404XLE · best of the two
02 / 04

UTES and XLE, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.3
Virtus Reaves Utilities ETFSectors · Utilities0.49%1.67%−5.9%−10.1%+22.4%+12.7%−17.6%22.5%$1.2B1.8
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: UTES 2015 · XLE 1998
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Head to Head

5Y
Virtus Reaves Utilities ETF · $1.2B$18,198
UTES
XLE
State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

UTESMeasureXLE
−5.9%Year to dateJan 1 → Nov 5+40.6%
−10.1%1 yearTotal return+45.4%
+22.4%3 years · per year$10,000 became $18,339 · $15,905+16.7%
+12.7%5 years · per year$10,000 became $18,198 · $25,404+20.5%
0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%
1.67%Trailing 12-mo yield$167 · $247 a year on $10k2.47%
−17.6%Worst dropSmaller is better−15.0%
22.5%VolatilityLower is calmer23.3%
UTESXLE Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6XLE wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

UTES vs XLE: Top 5 Holdings

Today
44.4%in top 5
XLE
in top 559.2%
UTESStockXLE
not top 5XOM24.3%
not top 5CVX18.6%
10.9%TLNnot top 5
10.8%CEGnot top 5
8.4%VSTnot top 5
7.6%XELnot top 5
not top 5COP7.1%
6.7%CNPnot top 5
not top 5PSX4.6%
not top 5MPC4.5%
Held in common0.0%
End-of-day Nov 5, 2026 · share of each fund
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UTES vs XLE Returns, Every Period

5Y
VirtusUTES
+12.7%
5 years, per year
XLESPDR
+20.5%
5 years, per year
−20%0%+20%+40%+60%−5.9%+40.6%YTD−10.1%+45.4%1 year+22.4%+16.7%3 yrs · yr+12.7%+20.5%5 yrs · yr
UTESXLEFaded: behind in that period
1–3XLE wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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UTES vs XLE

YTD
VirtusUTES
−5.9%
XLESPDR
+40.6%
Jan 1Nov 5−5.9%+40.6%
−5.9%Year to date+40.6%
−17.6%Worst drop · 1Y−15.0%
22.5%Volatility · 1Y23.3%
1.7%Yield2.5%
$1.2BAssets$44.1B
3–1XLE wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: UTES, XLE

Today
0.08%lowest, XLE
FundExpense ratioFee$10k
XLE0.08%$8
UTES0.49%$49
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: UTES, XLE

1Y
2.47%highest, XLE
FundTrailing yieldYield$10k
XLE2.47%$247
UTES1.67%$167
End-of-day Nov 5, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$239most kept, XLE
XLE$247 − $8 = $239
UTES$167 − $49 = $118
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: UTES, XLE

Today
0.0%most shared, UTES and XLE
UTESXLE
UTES—0.0%
XLE0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+45.4%XLE, at 23.3% volatility
−20%0%+20%+40%+60%15%20%25%30%Volatility · 1 year → bumpierXLE +45.4%UTES −10.1%
UTESWorst drop−17.6%22.5% vol
XLEWorst drop−15.0%23.3% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+40.6%−5.9%
+40.6%Year to date−5.9%
2.5%Yield1.7%
+45.4%Past year−10.1%
0.08%Fee0.49%
4–0XLE wins
End-of-day Nov 5, 2026
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Popular Pairs Near These Two

XLE vs VDE

YTD
SPDRXLE
+40.6%
VDEVanguard
+38.4%
Jan 1Nov 5+40.6%+38.4%
+40.6%Year to date+38.4%
2.5%Yield2.4%
$44.1BAssets$10.4B
2–0XLE wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com