NGIF vs UTES

ANGIF

BUTES

Measures won0–2UTES wins · of 6 · 5Y

$10,000 · 5Y$19,205UTES · CIBR $17,956

Lowest cost0.49%UTES · $49 on $10k

Most income1.58%UTES · $158 on $10k

Smallest drop−17.6%UTES · worst fall in 1Y

Held in common28.4%NGIF and UTES

NGIF

UTES

Nuveen Global Infrastructure Fund: ETF Class Shares · $530MVirtus Reaves Utilities ETF · $1.1B

[…]3 years · per year[…] · $18,782+23.4%

[…]5 years · per year[…] · $19,205+13.9%

0.88%Expense ratio$88 · $49 on $10k · lower wins0.49%

0.00%12-mo yield$0 · $158 on $10k1.58%

[…]Worst dropSmaller wins−17.6%

[…]VolatilityLower wins22.8%

0–2UTES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNGIF · UTES

4.8%ETR5.0%

5.7%AEP4.8%

3.6%XEL7.5%

3.2%NEE4.2%

Held in common28.4%

End-of-day Nov 9, 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	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	+1.8%	new	new	new	new	[…]	$530M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	+1.8%	new	new	new	new	[…]	$530M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NGIF vs UTES

NGIF

Nuveen Global Infrastructure Fund: ETF Class Shares

[…]

UTES

Virtus Reaves Utilities

$19,205

MeasureNGIFUTES

Fee0.88%0.49%

Cost on $10k a year$88$49

Yield0.00%1.58%

5 years, per year[…]+13.9%

3 years, per year[…]+23.4%

Worst drop · 1Y[…]−17.6%

Volatility · 1Y[…]22.8%

2–0measures won
UTES first

28.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NGIF, UTES, CIBR

Today

28.4%most shared, NGIF and UTES

NGIFUTESCIBR

NGIF—28.4%0.0%

UTES28.4%—0.0%

CIBR0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, UTES

UTES$158 − $49 = $109

CIBR$42 − $58 = −$16

NGIF$0 − $88 = −$88

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee