UTES vs PSCU

AUTES

BPSCU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,089UTES · PSCU $9,743

Lowest cost0.29%PSCU · $29 on $10k

Most income1.60%UTES · $160 on $10k

Smallest drop−11.0%PSCU · worst fall in 1Y

Held in common0.0%UTES and PSCU

UTES

PSCU

Virtus Reaves Utilities ETF · $1.2BInvesco S&P SmallCap Utilities & Communication Services ETF · $17M

+25.0%3 years · per year$19,515 · $13,357+10.1%

+13.8%5 years · per year$19,089 · $9,743−0.5%

0.49%Expense ratio$49 · $29 on $10k · lower wins0.29%

1.60%12-mo yield$160 · $84 on $10k0.84%

−17.6%Worst dropSmaller wins−11.0%

22.4%VolatilityLower wins15.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · PSCU

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

Held in common0.0%

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	BPSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.84%	−1.0%	+6.0%	+2.7%	+10.1%	−0.5%	−11.0%	$17M

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	BPSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.84%	−1.0%	+6.0%	+2.7%	+10.1%	−0.5%	−11.0%	$17M

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 PSCU

UTES

Virtus Reaves Utilities

$19,089

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$9,743

MeasureUTESPSCU

Fee0.49%0.29%

Cost on $10k a year$49$29

Yield1.60%0.84%

5 years, per year+13.8%−0.5%

3 years, per year+25.0%+10.1%

Worst drop · 1Y−17.6%−11.0%

Volatility · 1Y22.4%15.2%

3–3measures won
level

0.0%

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, PSCU

Today

0.0%most shared, UTES and PSCU

UTESPSCU

UTES—0.0%

PSCU0.0%—

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

Income After Fees on $10,000

$111most kept, UTES

UTES$160 − $49 = $111

PSCU$84 − $29 = $55

KeptFee

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