UTES vs SMH

AUTES

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XLK $21,984

Lowest cost0.08%XLK · $8 on $10k

Most income1.58%UTES · $158 on $10k

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

Held in common0.0%UTES and SMH

UTES

SMH

Virtus Reaves Utilities ETF · $1.1BVanEck Semiconductor ETF · $60.7B

+23.4%3 years · per year$18,782 · $33,815+50.1%

+13.9%5 years · per year$19,205 · $36,298+29.4%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

1.58%12-mo yield$158 · $23 on $10k0.23%

−17.6%Worst dropSmaller wins−33.1%

22.8%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · SMH

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

Held in common0.0%

End-of-day Nov 9, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTES vs SMH

UTES

Virtus Reaves Utilities

$19,205

SMH

VanEck Semiconductor

$36,298

MeasureUTESSMH

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield1.58%0.23%

5 years, per year+13.9%+29.4%

3 years, per year+23.4%+50.1%

Worst drop · 1Y−17.6%−33.1%

Volatility · 1Y22.8%43.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: UTES, SMH, XLK

Today

41.4%most shared, SMH and XLK

UTESSMHXLK

UTES—0.0%0.0%

SMH0.0%—41.4%

XLK0.0%41.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, UTES

UTES$158 − $49 = $109

XLK$49 − $8 = $41

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee