UTES vs VOO

AUTES

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,198UTES · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.67%UTES · $167 on $10k

Smallest drop−8.9%IVV · 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

+22.4%3 years · per year$18,339 · $18,224+22.1%

+12.7%5 years · per year$18,198 · $17,156+11.4%

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

1.67%12-mo yield$167 · $110 on $10k1.10%

−17.6%Worst dropSmaller wins−8.9%

22.5%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · VOO

4.2%NEE0.2%

10.8%CEG0.1%

4.9%AEP0.1%

5.0%ETR0.1%

Held in common1.0%

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

All Three

5Y3 funds

#
1	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

End-of-day Nov 5, 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%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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 VOO

UTES

Virtus Reaves Utilities

$18,198

VOO

Vanguard S&P 500

$17,156

MeasureUTESVOO

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield1.67%1.10%

5 years, per year+12.7%+11.4%

3 years, per year+22.4%+22.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y22.5%13.5%

3–3measures won
level

1.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UTES, VOO, IVV

Today

93.5%most shared, VOO and IVV

UTESVOOIVV

UTES—1.0%1.1%

VOO1.0%—93.5%

IVV1.1%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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