UTES vs NLR

AUTES

BNLR

Measures won5–1UTES wins · of 6 · 5Y

$10,000 · 5Y$18,198UTES · NLR $16,976

Lowest cost0.49%UTES · $49 on $10k

Most income3.74%NLR · $374 on $10k

Smallest drop−17.6%UTES · worst fall in 1Y

Held in common9.2%UTES and NLR

UTES

NLR

Virtus Reaves Utilities ETF · $1.2BVanEck Uranium and Nuclear ETF · $2.8B

+22.4%3 years · per year$18,339 · $13,083+9.4%

+12.7%5 years · per year$18,198 · $16,976+11.2%

0.49%Expense ratio$49 · $52 on $10k · lower wins0.52%

1.67%12-mo yield$167 · $374 on $10k3.74%

−17.6%Worst dropSmaller wins−48.5%

22.5%VolatilityLower wins43.7%

5–1UTES wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · NLR

10.8%CEG9.2%

Held in common9.2%

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	BNLR	VanEck Uranium and Nuclear ETFRead Desk		0.52%	3.74%	−4.0%	−31.8%	−38.9%	+9.4%	+11.2%	−48.5%	$2.8B

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	BNLR	VanEck Uranium and Nuclear ETFRead Desk		0.52%	3.74%	−4.0%	−31.8%	−38.9%	+9.4%	+11.2%	−48.5%	$2.8B

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 NLR

UTES

Virtus Reaves Utilities

$18,198

NLR

VanEck Uranium and Nuclear

$16,976

MeasureUTESNLR

Fee0.49%0.52%

Cost on $10k a year$49$52

Yield1.67%3.74%

5 years, per year+12.7%+11.2%

3 years, per year+22.4%+9.4%

Worst drop · 1Y−17.6%−48.5%

Volatility · 1Y22.5%43.7%

5–1measures won
UTES first

9.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: UTES, NLR

Today

9.2%most shared, UTES and NLR

UTESNLR

UTES—9.2%

NLR9.2%—

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

Income After Fees on $10,000

$322most kept, NLR

NLR$374 − $52 = $322

UTES$167 − $49 = $118

KeptFee

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