NGIF vs UTES

ANGIF

BUTES

Measures won0–2UTES wins · of 6 · 5Y

$10,000 · 5Y$19,089UTES · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income1.60%UTES · $160 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common28.5%NGIF and UTES

NGIF

UTES

Nuveen Global Infrastructure Fund: ETF Class Shares · $530MVirtus Reaves Utilities ETF · $1.2B

[…]3 years · per year[…] · $19,515+25.0%

[…]5 years · per year[…] · $19,089+13.8%

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

0.00%12-mo yield$0 · $160 on $10k1.60%

[…]Worst dropSmaller wins−17.6%

[…]VolatilityLower wins22.4%

0–2UTES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNGIF · UTES

5.7%AEP4.8%

4.8%ETR4.9%

3.6%XEL7.3%

3.2%NEE3.9%

Held in common28.5%

End-of-day Nov 3, 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%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	−0.5%	new	new	new	new	[…]	$530M

End-of-day Nov 3, 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%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	ANGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	−0.5%	new	new	new	new	[…]	$530M

End-of-day Nov 3, 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

$19,089

MeasureNGIFUTES

Fee0.88%0.49%

Cost on $10k a year$88$49

Yield0.00%1.60%

5 years, per year[…]+13.8%

3 years, per year[…]+25.0%

Worst drop · 1Y[…]−17.6%

Volatility · 1Y[…]22.4%

2–0measures won
UTES first

28.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NGIF, UTES, XLF

Today

28.5%most shared, NGIF and UTES

NGIFUTESXLF

NGIF—28.5%0.0%

UTES28.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

UTES$160 − $49 = $111

NGIF$0 − $88 = −$88

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee