Compare · 2 funds side by side · dividends reinvested

VOLT and UTES

VOLTTema×UTESVirtus×

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

VOLT and UTES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.64%−4.2%−9.9%+23.4%+13.4%−17.6%22.5%$1.2B1.3

Tema Electrification ETFUnsorted0.75%0.40%+14.3%+8.0%[…][…]−22.0%27.2%$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 4, 2026 · returns include dividends · since: VOLT 2024 · UTES 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tema Electrification ETF · $992M[…]

VOLT

UTES

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

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

VOLTMeasureUTES

+14.3%Year to dateJan 1 → Nov 4−4.2%

+8.0%1 yearTotal return−9.9%

[…]3 years · per year$10,000 became […] · $18,797+23.4%

[…]5 years · per year$10,000 became […] · $18,717+13.4%

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

0.40%Trailing 12-mo yield$40 · $164 a year on $10k1.64%

−22.0%Worst dropSmaller is better−17.6%

27.2%VolatilityLower is calmer22.5%

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

2–4UTES wins

End-of-day Nov 4, 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

30.7%in top 5

UTES

in top 546.4%

VOLTStockUTES

not top 5TLN11.6%

not top 5CEG11.3%

not top 5VST9.5%

not top 5XEL7.2%

6.8%APHnot top 5

not top 5CNP6.8%

6.7%BELFBnot top 5

5.9%ETNnot top 5

5.7%PWRnot top 5

5.6%NEEnot top 5

Held in common23.2%

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

VOLT vs UTES Returns, Every Period

TemaVOLT

+8.0%

past year

UTESVirtus

−9.9%

past year

VOLTUTESFaded: behind in that period

2–0VOLT wins

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

Unsorted vs Sector: VOLT vs UTES

YTD

TemaVOLT

+14.3%

UTESVirtus

−4.2%

+14.3%Year to date−4.2%

−22.0%Worst drop · 1Y−17.6%

27.2%Volatility · 1Y22.5%

0.4%Yield1.6%

$992MAssets$1.2B

3–1UTES wins

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

Cost, Income and Risk

Fees: VOLT, UTES

Today

0.49%lowest, UTES

FundExpense ratioFee$10k

UTES0.49%$49

VOLT0.75%$75

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

Yields: VOLT, UTES

1.64%highest, UTES

FundTrailing yieldYield$10k

UTES1.64%$164

VOLT0.40%$40

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

Income After Fees on $10,000

$115most kept, UTES

UTES$164 − $49 = $115

VOLT$40 − $75 = −$35

KeptFee

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

Overlap: VOLT, UTES

Today

23.2%most shared, VOLT and UTES

VOLTUTES

VOLT—23.2%

UTES23.2%—

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

Return vs Bumpiness: 2 ETFs

+8.0%VOLT, at 27.2% volatility

UTESWorst drop−17.6%22.5% vol

VOLTWorst drop−22.0%27.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UTESVOLT

−4.2%Year to date+14.3%

1.6%Yield0.4%

−9.9%Past year+8.0%

0.49%Fee0.75%

2–2level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026