UTES vs XLE

AUTES

BXLE

Measures won2–4XLE wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XLE $25,404

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.0%UTES and XLE

UTES

XLE

Virtus Reaves Utilities ETF · $1.2BState Street Energy Select Sector SPDR ETF · $44.1B

+22.4%3 years · per year$18,339 · $15,905+16.7%

+12.7%5 years · per year$18,198 · $25,404+20.5%

0.49%Expense ratio$49 · $8 on $10k · lower wins0.08%

1.67%12-mo yield$167 · $247 on $10k2.47%

−17.6%Worst dropSmaller wins−15.0%

22.5%VolatilityLower wins23.3%

2–4XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
3	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B

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 XLE

UTES

Virtus Reaves Utilities

$18,198

XLE

Energy Select Sector SPDR

$25,404

MeasureUTESXLE

Fee0.49%0.08%

Cost on $10k a year$49$8

Yield1.67%2.47%

5 years, per year+12.7%+20.5%

3 years, per year+22.4%+16.7%

Worst drop · 1Y−17.6%−15.0%

Volatility · 1Y22.5%23.3%

4–2measures won
XLE first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: UTES, XLE, SMH

Today

0.0%most shared, UTES and XLE

UTESXLESMH

UTES—0.0%0.0%

XLE0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

UTES$167 − $49 = $118

SMH$25 − $35 = −$10

KeptFee

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