UTES vs PAVE

AUTES

BPAVE

Measures won2–4PAVE wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.35%SMH · $35 on $10k

Most income1.63%UTES · $163 on $10k

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

Held in common0.0%UTES and PAVE

UTES

PAVE

Virtus Reaves Utilities ETF · $1.1BGlobal X - U.S. Infrastructure Development ETF · $14.0B

+22.7%3 years · per year$18,484 · $17,906+21.4%

+13.3%5 years · per year$18,668 · $19,175+13.9%

0.49%Expense ratio$49 · $47 on $10k · lower wins0.47%

1.63%12-mo yield$163 · $84 on $10k0.84%

−17.6%Worst dropSmaller wins−15.3%

22.6%VolatilityLower wins21.5%

2–4PAVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · PAVE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$60.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B

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%	$60.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B

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 PAVE

UTES

Virtus Reaves Utilities

$18,668

PAVE

Global X - U.S. Infrastructure Development

$19,175

MeasureUTESPAVE

Fee0.49%0.47%

Cost on $10k a year$49$47

Yield1.63%0.84%

5 years, per year+13.3%+13.9%

3 years, per year+22.7%+21.4%

Worst drop · 1Y−17.6%−15.3%

Volatility · 1Y22.6%21.5%

4–2measures won
PAVE first

0.0%

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

$39.1BAssets$60.7B

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, PAVE, SMH

Today

0.0%most shared, UTES and PAVE

UTESPAVESMH

UTES—0.0%0.0%

PAVE0.0%—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

$114most kept, UTES

UTES$163 − $49 = $114

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

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