UTES vs VIG

AUTES

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,668UTES · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.9%UTES and VIG

UTES

VIG

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

+22.7%3 years · per year$18,484 · $16,669+18.6%

+13.3%5 years · per year$18,668 · $16,243+10.2%

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

1.63%12-mo yield$163 · $150 on $10k1.50%

−17.6%Worst dropSmaller wins−7.9%

22.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · VIG

4.3%NEE0.7%

4.9%AEP0.3%

5.1%ETR0.2%

7.7%XEL0.2%

Held in common1.9%

End-of-day Nov 6, 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%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$18,668

VIG

Vanguard Dividend Appreciation

$16,243

MeasureUTESVIG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield1.63%1.50%

5 years, per year+13.3%+10.2%

3 years, per year+22.7%+18.6%

Worst drop · 1Y−17.6%−7.9%

Volatility · 1Y22.6%10.8%

3–3measures won
level

1.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: UTES, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

UTESVIGSCHD

UTES—1.9%0.0%

VIG1.9%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

UTES$163 − $49 = $114

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee