UTES vs SOXX

AUTES

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · UTES $18,668

Lowest cost0.33%SOXX · $33 on $10k

Most income1.63%UTES · $163 on $10k

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

Held in common0.0%UTES and SOXX

UTES

SOXX

Virtus Reaves Utilities ETF · $1.1BiShares Semiconductor ETF · $39.1B

+22.7%3 years · per year$18,484 · $27,604+40.3%

+13.3%5 years · per year$18,668 · $26,892+21.9%

0.49%Expense ratio$49 · $33 on $10k · lower wins0.33%

1.63%12-mo yield$163 · $76 on $10k0.76%

−17.6%Worst dropSmaller wins−39.5%

22.6%VolatilityLower wins49.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · SOXX

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	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 SOXX

UTES

Virtus Reaves Utilities

$18,668

SOXX

iShares Semiconductor

$26,892

MeasureUTESSOXX

Fee0.49%0.33%

Cost on $10k a year$49$33

Yield1.63%0.76%

5 years, per year+13.3%+21.9%

3 years, per year+22.7%+40.3%

Worst drop · 1Y−17.6%−39.5%

Volatility · 1Y22.6%49.4%

3–3measures won
level

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, SOXX

Today

0.0%most shared, UTES and SOXX

UTESSOXX

UTES—0.0%

SOXX0.0%—

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

SOXX$76 − $33 = $43

KeptFee

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