UTES vs VIG

AUTES

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,718UTES · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.64%UTES · $164 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common1.9%UTES and VIG

UTES

VIG

Virtus Reaves Utilities ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+23.4%3 years · per year$18,797 · $17,533+20.6%

+13.4%5 years · per year$18,717 · $17,005+11.2%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

1.64%12-mo yield$164 · $144 on $10k1.44%

−17.6%Worst dropSmaller wins−7.9%

22.5%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · VIG

3.9%NEE0.7%

4.8%AEP0.3%

4.8%ETR0.2%

7.2%XEL0.2%

Held in common1.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

UTES

Virtus Reaves Utilities

$18,718

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUTESVIG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield1.64%1.44%

5 years, per year+13.4%+11.2%

3 years, per year+23.4%+20.6%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y22.5%10.2%

3–3measures won
level

1.9%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

1.9%most shared, UTES and VIG

UTESVIG

UTES—1.9%

VIG1.9%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UTES$164 − $49 = $115

KeptFee

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