IVV vs UTES

AIVV

BUTES

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,668UTES · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.63%UTES · $163 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.1%IVV and UTES

IVV

UTES

iShares Core S&P 500 ETF · $853BVirtus Reaves Utilities ETF · $1.1B

+21.8%3 years · per year$18,084 · $18,484+22.7%

+11.4%5 years · per year$17,177 · $18,668+13.3%

0.03%Expense ratio$3 · $49 on $10k · lower wins0.49%

1.14%12-mo yield$114 · $163 on $10k1.63%

−8.9%Worst dropSmaller wins−17.6%

13.6%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · UTES

0.3%NEE4.3%

0.1%CEG10.8%

0.1%AEP4.9%

0.1%ETR5.1%

Held in common1.1%

End-of-day Nov 6, 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%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 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%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs UTES

IVV

iShares Core S&P 500

$17,177

UTES

Virtus Reaves Utilities

$18,668

MeasureIVVUTES

Fee0.03%0.49%

Cost on $10k a year$3$49

Yield1.14%1.63%

5 years, per year+11.4%+13.3%

3 years, per year+21.8%+22.7%

Worst drop · 1Y−8.9%−17.6%

Volatility · 1Y13.6%22.6%

3–3measures won
level

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, UTES

Today

1.1%most shared, IVV and UTES

IVVUTES

IVV—1.1%

UTES1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, UTES

UTES$163 − $49 = $114

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee