UTES vs SPYM

AUTES

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,205UTES · SPYM $17,555

Lowest cost0.02%SPYM · $2 on $10k

Most income1.58%UTES · $158 on $10k

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

Held in common1.1%UTES and SPYM

UTES

SPYM

Virtus Reaves Utilities ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $179B

+23.4%3 years · per year$18,782 · $18,163+22.0%

+13.9%5 years · per year$19,205 · $17,555+11.9%

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

1.58%12-mo yield$158 · $103 on $10k1.03%

−17.6%Worst dropSmaller wins−8.9%

22.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · SPYM

4.3%NEE0.3%

10.8%CEG0.1%

4.9%AEP0.1%

5.1%ETR0.1%

Held in common1.1%

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	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 SPYM

UTES

Virtus Reaves Utilities

$19,205

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureUTESSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield1.58%1.03%

5 years, per year+13.9%+11.9%

3 years, per year+23.4%+22.0%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y22.8%13.7%

3–3measures won
level

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: UTES, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

UTESSPYMIVV

UTES—1.1%1.1%

SPYM1.1%—99.9%

IVV1.1%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

UTES$158 − $49 = $109

SPYM$103 − $2 = $101

KeptFee

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