XLU vs UTES

AXLU

BUTES

Measures won4–2XLU wins · of 6 · 5Y

$10,000 · 5Y$18,718UTES · XLU $15,148

Lowest cost0.08%XLU · $8 on $10k

Most income2.78%XLU · $278 on $10k

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

Held in common43.2%XLU and UTES

XLU

UTES

State Street Utilities Select Sector SPDR ETF · $24.0BVirtus Reaves Utilities ETF · $1.2B

+17.2%3 years · per year$16,116 · $18,797+23.4%

+8.7%5 years · per year$15,148 · $18,717+13.4%

0.08%Expense ratio$8 · $49 on $10k · lower wins0.49%

2.78%12-mo yield$278 · $164 on $10k1.64%

−16.1%Worst dropSmaller wins−17.6%

15.7%VolatilityLower wins22.5%

4–2XLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLU · UTES

6.4%CEG11.3%

5.2%AEP4.8%

12.9%NEE3.9%

3.7%ETR4.8%

Held in common43.2%

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	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.78%	+0.4%	+4.3%	+0.6%	+17.2%	+8.7%	−16.1%	$24.0B

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	BUTES	Virtus Reaves Utilities ETFRead Desk		0.49%	1.64%	−2.7%	−4.2%	−9.9%	+23.4%	+13.4%	−17.6%	$1.2B
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.78%	+0.4%	+4.3%	+0.6%	+17.2%	+8.7%	−16.1%	$24.0B

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

XLU vs UTES

XLU

Utilities Select Sector SPDR

$15,148

UTES

Virtus Reaves Utilities

$18,718

MeasureXLUUTES

Fee0.08%0.49%

Cost on $10k a year$8$49

Yield2.78%1.64%

5 years, per year+8.7%+13.4%

3 years, per year+17.2%+23.4%

Worst drop · 1Y−16.1%−17.6%

Volatility · 1Y15.7%22.5%

4–2measures won
XLU first

43.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLU, UTES

Today

43.2%most shared, XLU and UTES

XLUUTES

XLU—43.2%

UTES43.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$270most kept, XLU

XLU$278 − $8 = $270

UTES$164 − $49 = $115

KeptFee

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