UTES vs VGT

AUTES

BVGT

Measures won2–4VGT wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · UTES $18,198

Lowest cost0.09%VGT · $9 on $10k

Most income1.67%UTES · $167 on $10k

Smallest drop−17.5%VGT · worst fall in 1Y

Held in common0.0%UTES and VGT

UTES

VGT

Virtus Reaves Utilities ETF · $1.2BVanguard Information Technology ETF · $155B

+22.4%3 years · per year$18,339 · $21,348+28.8%

+12.7%5 years · per year$18,198 · $20,466+15.4%

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

1.67%12-mo yield$167 · $44 on $10k0.44%

−17.6%Worst dropSmaller wins−17.5%

22.5%VolatilityLower wins26.5%

2–4VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · VGT

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

Held in common0.0%

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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B

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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B

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 VGT

UTES

Virtus Reaves Utilities

$18,198

VGT

Vanguard Information Technology

$20,467

MeasureUTESVGT

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield1.67%0.44%

5 years, per year+12.7%+15.4%

3 years, per year+22.4%+28.8%

Worst drop · 1Y−17.6%−17.5%

Volatility · 1Y22.5%26.5%

4–2measures won
VGT first

0.0%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

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, VGT

Today

0.0%most shared, UTES and VGT

UTESVGT

UTES—0.0%

VGT0.0%—

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

VGT$44 − $9 = $35

KeptFee

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