IDU vs UTES

AIDU

BUTES

Measures won4–2IDU wins · of 6 · 5Y

$10,000 · 5Y$18,198UTES · IDU $14,966

Lowest cost0.37%IDU · $37 on $10k

Most income2.33%IDU · $233 on $10k

Smallest drop−15.3%IDU · worst fall in 1Y

Held in common38.5%IDU and UTES

IDU

UTES

iShares U.S. Utilities ETF · $1.4BVirtus Reaves Utilities ETF · $1.2B

+16.9%3 years · per year$15,955 · $18,339+22.4%

+8.4%5 years · per year$14,966 · $18,198+12.7%

0.37%Expense ratio$37 · $49 on $10k · lower wins0.49%

2.33%12-mo yield$233 · $167 on $10k1.67%

−15.3%Worst dropSmaller wins−17.6%

14.9%VolatilityLower wins22.5%

4–2IDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · UTES

4.9%CEG10.8%

4.4%AEP4.9%

11.4%NEE4.2%

3.2%ETR5.0%

Held in common38.5%

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

Both

5Y2 funds

#			Trend
1	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.33%	−0.6%	+4.0%	+1.7%	+16.9%	+8.4%	−15.3%	$1.4B

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

Both

5Y2 funds

#			Trend
1	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.33%	−0.6%	+4.0%	+1.7%	+16.9%	+8.4%	−15.3%	$1.4B

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

IDU vs UTES

IDU

iShares U.S. Utilities

$14,966

UTES

Virtus Reaves Utilities

$18,198

MeasureIDUUTES

Fee0.37%0.49%

Cost on $10k a year$37$49

Yield2.33%1.67%

5 years, per year+8.4%+12.7%

3 years, per year+16.9%+22.4%

Worst drop · 1Y−15.3%−17.6%

Volatility · 1Y14.9%22.5%

4–2measures won
IDU first

38.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDU, UTES

Today

38.5%most shared, IDU and UTES

IDUUTES

IDU—38.5%

UTES38.5%—

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

Income After Fees on $10,000

$196most kept, IDU

IDU$233 − $37 = $196

UTES$167 − $49 = $118

KeptFee

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