BILT vs UTES

ABILT

BUTES

Measures won3–1BILT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · UTES $18,198

Lowest cost0.35%SMH · $35 on $10k

Most income5.87%BILT · $587 on $10k

Smallest drop−12.6%BILT · worst fall in 1Y

Held in common22.7%BILT and UTES

BILT

UTES

iShares Infrastructure Active ETF · $121MVirtus Reaves Utilities ETF · $1.2B

[…]3 years · per year[…] · $18,339+22.4%

[…]5 years · per year[…] · $18,198+12.7%

0.60%Expense ratio$60 · $49 on $10k · lower wins0.49%

5.87%12-mo yield$587 · $167 on $10k1.67%

−12.6%Worst dropSmaller wins−17.6%

12.1%VolatilityLower wins22.5%

3–1BILT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBILT · UTES

4.9%AEP4.9%

3.9%ETR5.0%

3.7%XEL7.6%

3.0%NEE4.2%

Held in common22.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$121M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
3	ABILT	iShares Infrastructure Active ETFRead Desk	0.60%	5.87%	−1.4%	+8.4%	+8.9%	new	new	−12.6%	$121M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BILT vs UTES

BILT

iShares Infrastructure Active

[…]

UTES

Virtus Reaves Utilities

$18,198

MeasureBILTUTES

Fee0.60%0.49%

Cost on $10k a year$60$49

Yield5.87%1.67%

5 years, per year[…]+12.7%

3 years, per year[…]+22.4%

Worst drop · 1Y−12.6%−17.6%

Volatility · 1Y12.1%22.5%

3–1measures won
BILT first

22.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

Overlap: BILT, UTES, SMH

Today

22.7%most shared, BILT and UTES

BILTUTESSMH

BILT—22.7%0.0%

UTES22.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$527most kept, BILT

BILT$587 − $60 = $527

UTES$167 − $49 = $118

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee