UTES vs XLU

AUTES

BXLU

Measures won2–4XLU wins · of 6 · 5Y

$10,000 · 5Y$19,205UTES · XLU $15,147

Lowest cost0.08%XLU · $8 on $10k

Most income2.77%XLU · $277 on $10k

Smallest drop−16.1%XLU · worst fall in 1Y

Held in common42.9%UTES and XLU

UTES

XLU

Virtus Reaves Utilities ETF · $1.1BState Street Utilities Select Sector SPDR ETF · $23.4B

+23.4%3 years · per year$18,782 · $15,573+15.9%

+13.9%5 years · per year$19,205 · $15,147+8.7%

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

1.58%12-mo yield$158 · $277 on $10k2.77%

−17.6%Worst dropSmaller wins−16.1%

22.8%VolatilityLower wins15.8%

2–4XLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTES · XLU

11.0%CEG6.1%

4.8%AEP5.1%

4.2%NEE13.4%

5.0%ETR3.8%

Held in common42.9%

End-of-day Nov 9, 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%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.77%	+1.5%	+4.7%	+1.8%	+15.9%	+8.7%	−16.1%	$23.4B

End-of-day Nov 9, 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%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
2	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.77%	+1.5%	+4.7%	+1.8%	+15.9%	+8.7%	−16.1%	$23.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTES vs XLU

UTES

Virtus Reaves Utilities

$19,205

XLU

Utilities Select Sector SPDR

$15,147

MeasureUTESXLU

Fee0.49%0.08%

Cost on $10k a year$49$8

Yield1.58%2.77%

5 years, per year+13.9%+8.7%

3 years, per year+23.4%+15.9%

Worst drop · 1Y−17.6%−16.1%

Volatility · 1Y22.8%15.8%

4–2measures won
XLU first

42.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: UTES, XLU

Today

42.9%most shared, UTES and XLU

UTESXLU

UTES—42.9%

XLU42.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$269most kept, XLU

XLU$277 − $8 = $269

UTES$158 − $49 = $109

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee