UTES vs IVV

AUTES

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,668UTES · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.63%UTES · $163 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.1%UTES and IVV

UTES

IVV

Virtus Reaves Utilities ETF · $1.1BiShares Core S&P 500 ETF · $853B

+22.7%3 years · per year$18,484 · $18,084+21.8%

+13.3%5 years · per year$18,668 · $17,177+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

1.63%12-mo yield$163 · $114 on $10k1.14%

−17.6%Worst dropSmaller wins−8.9%

22.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · IVV

4.3%NEE0.3%

10.8%CEG0.1%

4.9%AEP0.1%

5.1%ETR0.1%

Held in common1.1%

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

All Three

5Y3 funds

#
1	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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

UTES vs IVV

UTES

Virtus Reaves Utilities

$18,668

IVV

iShares Core S&P 500

$17,177

MeasureUTESIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield1.63%1.14%

5 years, per year+13.3%+11.4%

3 years, per year+22.7%+21.8%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y22.6%13.6%

3–3measures won
level

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: UTES, IVV, VOO

Today

92.2%most shared, IVV and VOO

UTESIVVVOO

UTES—1.1%1.0%

IVV1.1%—92.2%

VOO1.0%92.2%—

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

Income After Fees on $10,000

$114most kept, UTES

UTES$163 − $49 = $114

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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