UTES vs IDU

AUTES

BIDU

Measures won2–4IDU wins · of 6 · 5Y

$10,000 · 5Y$19,089UTES · IDU $14,997

Lowest cost0.37%IDU · $37 on $10k

Most income2.32%IDU · $232 on $10k

Smallest drop−15.3%IDU · worst fall in 1Y

Held in common39.0%UTES and IDU

UTES

IDU

Virtus Reaves Utilities ETF · $1.2BiShares U.S. Utilities ETF · $1.4B

+25.0%3 years · per year$19,515 · $16,245+17.6%

+13.8%5 years · per year$19,089 · $14,997+8.4%

0.49%Expense ratio$49 · $37 on $10k · lower wins0.37%

1.60%12-mo yield$160 · $232 on $10k2.32%

−17.6%Worst dropSmaller wins−15.3%

22.4%VolatilityLower wins14.9%

2–4IDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · IDU

11.3%CEG5.2%

4.8%AEP4.4%

3.9%NEE10.9%

4.9%ETR3.2%

Held in common39.0%

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

Both

5Y2 funds

#			Trend
1	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.32%	−0.6%	+4.2%	+1.6%	+17.6%	+8.4%	−15.3%	$1.4B

End-of-day Nov 3, 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%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	BIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.32%	−0.6%	+4.2%	+1.6%	+17.6%	+8.4%	−15.3%	$1.4B

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

UTES vs IDU

UTES

Virtus Reaves Utilities

$19,089

IDU

iShares U.S. Utilities

$14,997

MeasureUTESIDU

Fee0.49%0.37%

Cost on $10k a year$49$37

Yield1.60%2.32%

5 years, per year+13.8%+8.4%

3 years, per year+25.0%+17.6%

Worst drop · 1Y−17.6%−15.3%

Volatility · 1Y22.4%14.9%

4–2measures won
IDU first

39.0%

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: UTES, IDU

Today

39.0%most shared, UTES and IDU

UTESIDU

UTES—39.0%

IDU39.0%—

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

Income After Fees on $10,000

$195most kept, IDU

IDU$232 − $37 = $195

UTES$160 − $49 = $111

KeptFee

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