UTES vs VOO

AUTES

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,718UTES · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.64%UTES · $164 on $10k

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

Held in common1.0%UTES and VOO

UTES

VOO

Virtus Reaves Utilities ETF · $1.2BVanguard S&P 500 ETF · $1.00T

+23.4%3 years · per year$18,797 · $19,172+24.2%

+13.4%5 years · per year$18,717 · $18,115+12.6%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

1.64%12-mo yield$164 · $105 on $10k1.05%

−17.6%Worst dropSmaller wins−8.9%

22.5%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · VOO

3.9%NEE0.2%

11.3%CEG0.1%

4.8%AEP0.1%

4.8%ETR0.1%

Held in common1.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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 VOO

UTES

Virtus Reaves Utilities

$18,718

VOO

Vanguard S&P 500

$18,115

MeasureUTESVOO

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield1.64%1.05%

5 years, per year+13.4%+12.6%

3 years, per year+23.4%+24.2%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y22.5%12.8%

4–2measures won
VOO first

1.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: UTES, VOO

Today

1.0%most shared, UTES and VOO

UTESVOO

UTES—1.0%

VOO1.0%—

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

VOO$105 − $3 = $102

KeptFee

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