JXI vs UTES

AJXI

BUTES

Measures won4–2JXI wins · of 6 · 5Y

$10,000 · 5Y$18,668UTES · JXI $15,578

Lowest cost0.37%JXI · $37 on $10k

Most income2.47%JXI · $247 on $10k

Smallest drop−12.9%JXI · worst fall in 1Y

Held in common27.6%JXI and UTES

JXI

UTES

iShares Global Utilities ETF · $348MVirtus Reaves Utilities ETF · $1.1B

+18.0%3 years · per year$16,434 · $18,484+22.7%

+9.3%5 years · per year$15,578 · $18,668+13.3%

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

2.47%12-mo yield$247 · $163 on $10k1.63%

−12.9%Worst dropSmaller wins−17.6%

13.8%VolatilityLower wins22.6%

4–2JXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJXI · UTES

8.2%NEE4.3%

3.5%CEG10.8%

3.1%AEP4.9%

2.3%ETR5.1%

Held in common27.6%

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	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.47%	−0.7%	+6.7%	+6.1%	+18.0%	+9.3%	−12.9%	$348M

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	AJXI	iShares Global Utilities ETFRead Desk		0.37%	2.47%	−0.7%	+6.7%	+6.1%	+18.0%	+9.3%	−12.9%	$348M

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

JXI vs UTES

JXI

iShares Global Utilities

$15,578

UTES

Virtus Reaves Utilities

$18,668

MeasureJXIUTES

Fee0.37%0.49%

Cost on $10k a year$37$49

Yield2.47%1.63%

5 years, per year+9.3%+13.3%

3 years, per year+18.0%+22.7%

Worst drop · 1Y−12.9%−17.6%

Volatility · 1Y13.8%22.6%

4–2measures won
JXI first

27.6%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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

Overlap: JXI, UTES

Today

27.6%most shared, JXI and UTES

JXIUTES

JXI—27.6%

UTES27.6%—

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

Income After Fees on $10,000

$210most kept, JXI

JXI$247 − $37 = $210

UTES$163 − $49 = $114

KeptFee

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