UTES vs SPYM

AUTES

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,198UTES · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.67%UTES · $167 on $10k

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

Held in common1.1%UTES and SPYM

UTES

SPYM

Virtus Reaves Utilities ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.4%3 years · per year$18,339 · $18,222+22.1%

+12.7%5 years · per year$18,198 · $17,164+11.4%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

1.67%12-mo yield$167 · $106 on $10k1.06%

−17.6%Worst dropSmaller wins−8.9%

22.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · SPYM

4.2%NEE0.3%

10.8%CEG0.1%

4.9%AEP0.1%

5.0%ETR0.1%

Held in common1.1%

End-of-day Nov 5, 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%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

End-of-day Nov 5, 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%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

UTES vs SPYM

UTES

Virtus Reaves Utilities

$18,198

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureUTESSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield1.67%1.06%

5 years, per year+12.7%+11.4%

3 years, per year+22.4%+22.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y22.5%13.6%

3–3measures won
level

1.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UTES, SPYM

Today

1.1%most shared, UTES and SPYM

UTESSPYM

UTES—1.1%

SPYM1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, UTES

UTES$167 − $49 = $118

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee