UTES vs FXU

AUTES

BFXU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,198UTES · FXU $17,625

Lowest cost0.49%UTES · $49 on $10k

Most income2.32%FXU · $232 on $10k

Smallest drop−14.0%FXU · worst fall in 1Y

Held in common35.9%UTES and FXU

UTES

FXU

Virtus Reaves Utilities ETF · $1.2BFirst Trust Utilities AlphaDEX Fund · $769M

+22.4%3 years · per year$18,339 · $18,195+22.1%

+12.7%5 years · per year$18,198 · $17,625+12.0%

0.49%Expense ratio$49 · $61 on $10k · lower wins0.61%

1.67%12-mo yield$167 · $232 on $10k2.32%

−17.6%Worst dropSmaller wins−14.0%

22.5%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · FXU

7.6%XEL3.4%

4.3%AEE3.4%

3.4%EVRG3.3%

3.2%PNW3.4%

Held in common35.9%

End-of-day Nov 5, 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	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$769M

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

Both

5Y2 funds

#			Trend
1	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	BFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$769M

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

Cards for this view

UTES vs FXU

UTES

Virtus Reaves Utilities

$18,198

FXU

First Trust Utilities AlphaDEX Fund

$17,625

MeasureUTESFXU

Fee0.49%0.61%

Cost on $10k a year$49$61

Yield1.67%2.32%

5 years, per year+12.7%+12.0%

3 years, per year+22.4%+22.1%

Worst drop · 1Y−17.6%−14.0%

Volatility · 1Y22.5%14.3%

3–3measures won
level

35.9%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: UTES, FXU

Today

35.9%most shared, UTES and FXU

UTESFXU

UTES—35.9%

FXU35.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

UTES$167 − $49 = $118

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee