UTES vs VOLT

AUTES

BVOLT

Measures won4–0UTES wins · of 6 · 5Y

$10,000 · 5Y$18,718UTES

Lowest cost0.49%UTES · $49 on $10k

Most income1.64%UTES · $164 on $10k

Smallest drop−17.6%UTES · worst fall in 1Y

Held in common23.2%UTES and VOLT

UTES

VOLT

Virtus Reaves Utilities ETF · $1.2BTema Electrification ETF · $1.0B

+23.4%3 years · per year$18,797 · […][…]

+13.4%5 years · per year$18,717 · […][…]

0.49%Expense ratio$49 · $75 on $10k · lower wins0.75%

1.64%12-mo yield$164 · $40 on $10k0.40%

−17.6%Worst dropSmaller wins−22.0%

22.5%VolatilityLower wins27.2%

4–0UTES wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · VOLT

4.8%AEP5.4%

4.7%IDA4.9%

4.8%ETR4.0%

3.9%NEE5.6%

Held in common23.2%

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	BVOLT	Tema Electrification ETFRead Desk		0.75%	0.40%	−4.8%	+14.3%	+8.0%	new	new	−22.0%	$1.0B

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	BVOLT	Tema Electrification ETFRead Desk		0.75%	0.40%	−4.8%	+14.3%	+8.0%	new	new	−22.0%	$1.0B

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 VOLT

UTES

Virtus Reaves Utilities

$18,717

VOLT

Tema Electrification

[…]

MeasureUTESVOLT

Fee0.49%0.75%

Cost on $10k a year$49$75

Yield1.64%0.40%

5 years, per year+13.4%[…]

3 years, per year+23.4%[…]

Worst drop · 1Y−17.6%−22.0%

Volatility · 1Y22.5%27.2%

4–0measures won
UTES first

23.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UTES, VOLT

Today

23.2%most shared, UTES and VOLT

UTESVOLT

UTES—23.2%

VOLT23.2%—

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

Income After Fees on $10,000

$115most kept, UTES

UTES$164 − $49 = $115

VOLT$40 − $75 = −$35

KeptFee

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