UTES vs SPY

AUTES

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,718UTES · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income1.64%UTES · $164 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.1%UTES and SPY

UTES

SPY

Virtus Reaves Utilities ETF · $1.2BState Street SPDR S&P 500 ETF · $805B

+23.4%3 years · per year$18,797 · $19,132+24.1%

+13.4%5 years · per year$18,717 · $18,060+12.6%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

1.64%12-mo yield$164 · $99 on $10k0.99%

−17.6%Worst dropSmaller wins−8.9%

22.5%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · SPY

3.9%NEE0.3%

11.3%CEG0.1%

4.8%AEP0.1%

4.8%ETR0.1%

Held in common1.1%

End-of-day Nov 4, 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%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 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%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTES vs SPY

UTES

Virtus Reaves Utilities

$18,718

SPY

SPDR S&P 500

$18,060

MeasureUTESSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield1.64%0.99%

5 years, per year+13.4%+12.6%

3 years, per year+23.4%+24.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y22.5%12.9%

4–2measures won
SPY first

1.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UTES, SPY

Today

1.1%most shared, UTES and SPY

UTESSPY

UTES—1.1%

SPY1.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, UTES

UTES$164 − $49 = $115

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee