PUI vs UTES

APUI

BUTES

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,668UTES · PUI $14,299

Lowest cost0.49%UTES · $49 on $10k

Most income2.22%PUI · $222 on $10k

Smallest drop−15.1%PUI · worst fall in 1Y

Held in common44.5%PUI and UTES

PUI

UTES

Invesco Dorsey Wright Utilities Momentum ETF · $49MVirtus Reaves Utilities ETF · $1.2B

+15.7%3 years · per year$15,491 · $18,339+22.4%

+7.3%5 years · per year$14,226 · $18,198+12.7%

0.82%Expense ratio$82 · $49 on $10k · lower wins0.49%

2.22%12-mo yield$222 · $167 on $10k1.67%

−15.1%Worst dropSmaller wins−17.6%

15.1%VolatilityLower wins22.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPUI · UTES

4.5%NI5.0%

4.3%WEC4.8%

3.8%DTE4.0%

3.5%ETR5.0%

Held in common44.5%

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%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.22%	−1.4%	+1.2%	−3.7%	+15.7%	+7.3%	−15.1%	$49M

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%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.22%	−1.4%	+1.2%	−3.7%	+15.7%	+7.3%	−15.1%	$49M

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

PUI vs UTES

PUI

Invesco Dorsey Wright Utilities Momentum

$14,226

UTES

Virtus Reaves Utilities

$18,198

MeasurePUIUTES

Fee0.82%0.49%

Cost on $10k a year$82$49

Yield2.22%1.67%

5 years, per year+7.3%+12.7%

3 years, per year+15.7%+22.4%

Worst drop · 1Y−15.1%−17.6%

Volatility · 1Y15.1%22.5%

3–3measures won
level

44.5%

holdings shared

Nov 6, 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PUI, UTES

Today

44.5%most shared, PUI and UTES

PUIUTES

PUI—44.5%

UTES44.5%—

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

Income After Fees on $10,000

$140most kept, PUI

PUI$222 − $82 = $140

UTES$167 − $49 = $118

KeptFee

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