IVOV vs UTES
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed IVOV, delivering a return of +17.2% compared to +9.4%
IVOV vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOV
$1.40B
UTES
$1.40B
Expense Ratio
Winner
IVOV
0.10%
UTES
0.49%
Max Drawdown
IVOV
45.99%
Winner
UTES
35.71%
Sharpe Ratio
Winner
IVOV
1.12
UTES
0.51
5Y Beta
IVOV
0.89
Winner
UTES
0.72
P/E Ratio
Winner
IVOV
22.45
UTES
27.29
Forward P/E
Winner
IVOV
14.03
UTES
19.98
PEG Ratio
Winner
IVOV
0.06
UTES
1.05
5Y Dividends CAGR
Winner
IVOV
17.11%
UTES
1.74%
5Y EPS CAGR
Winner
IVOV
9.82%
UTES
8.87%
Debt to Equity
Winner
IVOV
44.75%
UTES
219.65%
P/S Ratio
Winner
IVOV
1.02
UTES
3.09
P/B Ratio
Winner
IVOV
2.00
UTES
3.07
IVOV vs UTES - Holdings Comparison
IVOV and UTES have 1 common holdings. Overlap is 0.22%
IVOV's top 25 holdings weight is 20.32%. UTES's top 25 holdings weight is 99.85%.
| Rank | IVOV | UTES |
|---|---|---|
| #1 | ALCOA CORP (AA) - 1.19% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30% |
| #2 | RELIANCE INC (RS) - 1.18% | CONSTELLATION ENERGY CORP (CEG) - 10.71% |
| #3 | TD SYNNEX CORP (SNX) - 1.16% | VISTRA CORP (VST) - 10.05% |
| #4 | US FOODS HOLDING CORP (USFD) - 1.07% | XCEL ENERGY INC (XEL) - 6.73% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.04% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.93% | ENTERGY CORP (ETR) - 5.01% |
| #7 | OVINTIV INC (OVV) - 0.92% | ALLIANT ENERGY CORP (LNT) - 4.94% |
| #8 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.92% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84% |
| #9 | BORGWARNER INC (BWA) - 0.88% | SEMPRA (SRE) - 4.73% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.87% | IDACORP INC (IDA) - 4.38% |
| #11 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.84% | WEC ENERGY GROUP INC (WEC) - 4.25% |
| #12 | ARAMARK (ARMK) - 0.83% | NRG ENERGY INC (NRG) - 4.08% |
| #13 | REGAL REXNORD CORP (RRX) - 0.79% | DTE ENERGY CO (DTE) - 3.91% |
| #14 | JONES LANG LASALLE INC (JLL) - 0.79% | AMEREN CORP (AEE) - 3.80% |
| #15 | TOLL BROTHERS INC (TOL) - 0.78% | NEXTERA ENERGY INC (NEE) - 3.75% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.78% | NISOURCE INC (NI) - 3.57% |
| #17 | WATSCO INC ORDINARY SHARES (WSO) - 0.76% | CMS ENERGY CORP (CMS) - 3.50% |
| #18 | ENTEGRIS INC (ENTG) - 0.75% | PINNACLE WEST CAPITAL CORP (PNW) - 2.84% |
| #19 | SAIA INC (SAIA) - 0.75% | N/A |
| #20 | UNUM GROUP (UNM) - 0.75% | N/A |
| #21 | NEXTPOWER INC CLASS A (NXT) - 0.48% | N/A |
| #22 | CARLISLE COMPANIES INC (CSL) - 0.48% | N/A |
| #23 | BURLINGTON STORES INC (BURL) - 0.47% | N/A |
| #24 | CLEVELAND-CLIFFS INC (CLF) - 0.46% | N/A |
| #25 | VOYA FINANCIAL INC (VOYA) - 0.45% | N/A |
| Total Holdings | 267 | 18 |
IVOV vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOV
+2.93%
UTES
+1.25%
3M
Winner
IVOV
+11.19%
UTES
+5.63%
6M
Winner
IVOV
+8.95%
UTES
+4.75%
1Y
Winner
IVOV
+20.61%
UTES
+11.50%
5Y(CAGR)
IVOV
+9.44%
Winner
UTES
+17.20%
10Y(CAGR)
IVOV
+11.76%
Winner
UTES
+12.80%
Max(CAGR)
IVOV
+13.11%
Winner
UTES
+14.23%
IVOV vs UTES - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | UTES |
|---|---|---|
| 2026 | +9.48% | +2.92% |
| 2025 | +8.18% | +22.66% |
| 2024 | +11.61% | +43.95% |
| 2023 | +15.41% | -1.97% |
| 2022 | -5.96% | +1.90% |
| 2021 | +35.23% | +23.82% |
| 2020 | +6.33% | +1.59% |
| 2019 | +27.89% | +27.65% |
| 2018 | -11.29% | +6.28% |
| 2017 | +12.99% | +14.80% |
| 2016 | +29.71% | +16.95% |
| 2015 | -5.18% | +5.54% |
| 2014 | +15.08% | N/A |
| 2013 | +32.39% | N/A |
| 2012 | +18.58% | N/A |
| 2011 | -2.01% | N/A |
| 2010 | +19.20% | N/A |
IVOV vs UTES Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current IVOV drawdown is -1.21%. The current UTES drawdown is -4.76%.
| Rank | IVOV | UTES |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -27.43% Apr 29, 2011 - Mar 14, 2012 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -21.40% Aug 29, 2018 - Oct 29, 2019 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -19.92% Jun 23, 2015 - Jun 2, 2016 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -19.29% Jan 4, 2022 - Jan 13, 2023 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -8.57% Nov 15, 2021 - Dec 29, 2021 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IVOV and UTES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
IVOV vs UTES dividend yield comparison.
| Year | IVOV | UTES |
|---|---|---|
| 2026 | 0.00% | 0.69% |
| 2025 | 1.82% | 1.42% |
| 2024 | 1.74% | 1.51% |
| 2023 | 1.52% | 2.44% |
| 2022 | 3.94% | 2.13% |
| 2021 | 3.56% | 1.94% |
| 2020 | 4.84% | 2.09% |
| 2019 | 3.50% | 1.84% |
| 2018 | 3.73% | 2.09% |
| 2017 | 3.10% | 3.44% |
| 2016 | 3.02% | 3.53% |
| 2015 | 3.33% | 0.61% |
| 2014 | 2.93% | 0.00% |
| 2013 | 1.70% | 0.00% |
| 2012 | 3.29% | 0.00% |
| 2011 | 2.79% | 0.00% |
| 2010 | 1.73% | 0.00% |
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