VOLT vs UTES

AVOLT

BUTES

Measures won0–4UTES wins · of 6 · 5Y

$10,000 · 5Y$19,089UTES

Lowest cost0.49%UTES · $49 on $10k

Most income1.60%UTES · $160 on $10k

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

Held in common23.6%VOLT and UTES

VOLT

UTES

Tema Electrification ETF · $992MVirtus Reaves Utilities ETF · $1.2B

[…]3 years · per year[…] · $19,515+25.0%

[…]5 years · per year[…] · $19,089+13.8%

0.75%Expense ratio$75 · $49 on $10k · lower wins0.49%

0.38%12-mo yield$38 · $160 on $10k1.60%

−22.0%Worst dropSmaller wins−17.6%

26.8%VolatilityLower wins22.4%

0–4UTES wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOLT · UTES

5.6%AEP4.8%

5.1%IDA4.8%

4.2%ETR4.9%

5.8%NEE3.9%

Held in common23.6%

End-of-day Nov 3, 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	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	AVOLT	Tema Electrification ETFRead Desk		0.75%	0.38%	+2.6%	+20.1%	+14.5%	new	new	−22.0%	$992M

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

Both

5Y2 funds

#			Trend
1	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.60%	+0.8%	−1.5%	−6.4%	+25.0%	+13.8%	−17.6%	$1.2B
2	AVOLT	Tema Electrification ETFRead Desk		0.75%	0.38%	+2.6%	+20.1%	+14.5%	new	new	−22.0%	$992M

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

Cards for this view

VOLT vs UTES

VOLT

Tema Electrification

[…]

UTES

Virtus Reaves Utilities

$19,089

MeasureVOLTUTES

Fee0.75%0.49%

Cost on $10k a year$75$49

Yield0.38%1.60%

5 years, per year[…]+13.8%

3 years, per year[…]+25.0%

Worst drop · 1Y−22.0%−17.6%

Volatility · 1Y26.8%22.4%

4–0measures won
UTES first

23.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VOLT, UTES

Today

23.6%most shared, VOLT and UTES

VOLTUTES

VOLT—23.6%

UTES23.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, UTES

UTES$160 − $49 = $111

VOLT$38 − $75 = −$37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee