CSIO vs UTES · Compare Desk

AUTES

BVGT

Measures won2–4VGT wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · UTES $18,718

Lowest cost0.09%VGT · $9 on $10k

Most income1.64%UTES · $164 on $10k

Smallest drop−15.8%VGT · worst fall in 1Y

Held in common0.0%UTES and VGT

UTES vs VGT

UTES

VGT

Virtus Reaves Utilities ETF · $1.2BVanguard Information Technology ETF · $155B

+23.4%3 years · per year$18,797 · $23,217+32.4%

+13.4%5 years · per year$18,717 · $22,311+17.4%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

1.64%12-mo yield$164 · $41 on $10k0.41%

−17.6%Worst dropSmaller wins−15.8%

22.5%VolatilityLower wins25.5%

2–4VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · VGT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTES vs VGT

UTES

Virtus Reaves Utilities

$18,718

VGT

Vanguard Information Technology

$22,311

MeasureUTESVGT

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield1.64%0.41%

5 years, per year+13.4%+17.4%

3 years, per year+23.4%+32.4%

Worst drop · 1Y−17.6%−15.8%

Volatility · 1Y22.5%25.5%

4–2measures won
VGT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UTES, VGT

Today

0.0%most shared, UTES and VGT

UTESVGT

UTES—0.0%

VGT0.0%—

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

Income After Fees on $10,000

$115most kept, UTES

UTES$164 − $49 = $115

VGT$41 − $9 = $32

KeptFee

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