UTES vs NLR

AUTES

BNLR

Measures won5–1UTES wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · UTES $18,668

Lowest cost0.35%SMH · $35 on $10k

Most income3.58%NLR · $358 on $10k

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

Held in common9.4%UTES and NLR

UTES

NLR

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

+22.7%3 years · per year$18,484 · $13,457+10.4%

+13.3%5 years · per year$18,668 · $17,939+12.4%

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

1.63%12-mo yield$163 · $358 on $10k3.58%

−17.6%Worst dropSmaller wins−48.5%

22.6%VolatilityLower wins43.9%

5–1UTES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · NLR

10.8%CEG9.4%

Held in common9.4%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.2B
3	BNLR	VanEck Uranium and Nuclear ETFRead Desk	0.52%	3.58%	+4.4%	−28.8%	−36.2%	+10.4%	+12.4%	−48.5%	$2.8B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.2B
3	BNLR	VanEck Uranium and Nuclear ETFRead Desk	0.52%	3.58%	+4.4%	−28.8%	−36.2%	+10.4%	+12.4%	−48.5%	$2.8B

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 NLR

UTES

Virtus Reaves Utilities

$18,668

NLR

VanEck Uranium and Nuclear

$17,939

MeasureUTESNLR

Fee0.49%0.52%

Cost on $10k a year$49$52

Yield1.63%3.58%

5 years, per year+13.3%+12.4%

3 years, per year+22.7%+10.4%

Worst drop · 1Y−17.6%−48.5%

Volatility · 1Y22.6%43.9%

5–1measures won
UTES first

9.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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, NLR, SMH

Today

9.4%most shared, UTES and NLR

UTESNLRSMH

UTES—9.4%0.0%

NLR9.4%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$306most kept, NLR

NLR$358 − $52 = $306

UTES$163 − $49 = $114

SMH$24 − $35 = −$11

KeptFee

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