RLY vs UTES

Comparison between STATE STREET(R) MULTI-ASSET REAL RETURN ETF (RLY, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceUTES has outperformed RLY, delivering a return of +14.0% compared to +10.8%

RLY vs UTES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RLY(ETF)	UTES(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.50%	0.49%
Max Drawdown	46.18%	35.71%
Sharpe Ratio	1.99	-0.28
5Y Beta	0.39	0.69
P/E Ratio	N/A	25.28
Forward P/E	N/A	18.93
PEG Ratio	N/A	1.04
5Y Dividends CAGR	19.70%	1.74%
5Y EPS CAGR	N/A	7.26%
Debt to Equity	N/A	209.82%
P/S Ratio	N/A	2.81
P/B Ratio	N/A	2.93

Net Assets

RLY

$1.30B

UTES

$1.30B

Expense Ratio

RLY

0.50%

Winner

UTES

0.49%

Max Drawdown

RLY

46.18%

Winner

UTES

35.71%

Sharpe Ratio

Winner

RLY

1.99

UTES

-0.28

5Y Beta

Winner

RLY

0.39

UTES

0.69

P/E Ratio

RLY

N/A

UTES

25.28

Forward P/E

RLY

N/A

UTES

18.93

PEG Ratio

RLY

N/A

UTES

1.04

5Y Dividends CAGR

Winner

RLY

19.70%

UTES

1.74%

5Y EPS CAGR

RLY

N/A

UTES

7.26%

Debt to Equity

RLY

N/A

UTES

209.82%

P/S Ratio

RLY

N/A

UTES

2.81

P/B Ratio

RLY

N/A

UTES

2.93

RLY vs UTES - Holdings Comparison

RLY and UTES have 0 common holdings. Overlap is 0.00%

RLY's top 25 holdings weight is 99.93%. UTES's top 25 holdings weight is 99.93%.

Rank	RLY	UTES
#1	SPDR® S&P® GLOBAL INFRASTRUCTURE ETF (GII) - 24.20%	CONSTELLATION ENERGY CORP (CEG) - 11.53%
#2	SPDR® S&P GLOBAL NATURAL RESOURCES ETF (GNR) - 22.47%	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86%
#3	SPDR BLMBRG ENH ROLL Y CMD STGY NOK-1ETF (CERY) - 22.12%	VISTRA CORP (VST) - 9.69%
#4	SPDR® BLMBG 1-10 YEAR TIPS ETF (TIPX) - 9.97%	XCEL ENERGY INC (XEL) - 7.16%
#5	THE ENERGY SELECT SECTOR SPDR® ETF (XLE) - 6.46%	CENTERPOINT ENERGY INC (CNP) - 6.59%
#6	SPDR® FTSE INTL GOVT INFL-PROTD BD ETF (WIP) - 4.85%	NISOURCE INC (NI) - 5.26%
#7	SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 4.55%	ALLIANT ENERGY CORP (LNT) - 4.84%
#8	SPDR® S&P METALS AND MINING ETF (XME) - 4.29%	AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82%
#9	SPDR® DOW JONES® REIT ETF (RWR) - 0.51%	ENTERGY CORP (ETR) - 4.78%
#10	SPDR® DOW JONES® INTERNATIONAL RELESTETF (RWX) - 0.27%	IDACORP INC (IDA) - 4.77%
#11	VANECK AGRIBUSINESS ETF (MOO) - 0.24%	WEC ENERGY GROUP INC (WEC) - 4.37%
#12	N/A	AMEREN CORP (AEE) - 4.08%
#13	N/A	NEXTERA ENERGY INC (NEE) - 4.07%
#14	N/A	NRG ENERGY INC (NRG) - 4.06%
#15	N/A	DTE ENERGY CO (DTE) - 3.99%
#16	N/A	CMS ENERGY CORP (CMS) - 3.68%
#17	N/A	PINNACLE WEST CAPITAL CORP (PNW) - 3.02%
#18	N/A	SEMPRA (SRE) - 1.94%
#19	N/A	EVERGY INC (EVRG) - 0.42%
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	11	19

RLY vs UTES - Historical Returns

Returns include dividend reinvestment.

Period	RLY	UTES
1 month	+4.04%	-5.72%
3 months	+0.03%	-6.38%
6 months	+6.75%	+0.29%
1 year	+26.79%	-5.01%
5 years(CAGR)	+10.79%	+14.01%
10 years(CAGR)	+8.23%	+11.82%
Max(CAGR)	+4.78%	+13.30%

Winner

RLY

+4.04%

UTES

-5.72%

Winner

RLY

+0.03%

UTES

-6.38%

Winner

RLY

+6.75%

UTES

+0.29%

Winner

RLY

+26.79%

UTES

-5.01%

5Y(CAGR)

RLY

+10.79%

Winner

UTES

+14.01%

10Y(CAGR)

RLY

+8.23%

Winner

UTES

+11.82%

Max(CAGR)

RLY

+4.78%

Winner

UTES

+13.30%

RLY vs UTES - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	RLY	UTES
2026	+15.42%	-4.33%
2025	+19.44%	+22.66%
2024	+2.65%	+43.95%
2023	+4.03%	-1.97%
2022	+7.15%	+1.90%
2021	+22.87%	+23.82%
2020	-0.85%	+1.59%
2019	+15.37%	+27.65%
2018	-12.47%	+6.28%
2017	+10.30%	+14.80%
2016	+12.88%	+16.95%
2015	-15.09%	+5.54%
2014	-5.89%	N/A
2013	-4.17%	N/A
2012	+3.50%	N/A

RLY vs UTES Drawdown Comparison

The maximum drawdown for RLY was -37.74%, occurring on Mar 18, 2020. Recovery took 1673 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current RLY drawdown is -2.05%. The current UTES drawdown is -11.47%.

Rank	RLY	UTES
#1	-37.74% Jul 2, 2014 - Feb 24, 2021	-35.37% Feb 18, 2020 - Apr 20, 2021
#2	-18.95% Jun 7, 2022 - Oct 1, 2024	-20.39% Sep 12, 2022 - Apr 25, 2024
#3	-12.53% Sep 14, 2012 - May 14, 2014	-17.62% Jan 24, 2025 - May 19, 2025
#4	-10.07% Oct 7, 2024 - May 20, 2025	-15.99% Apr 8, 2022 - Aug 12, 2022
#5	-9.23% May 1, 2012 - Sep 7, 2012	-13.88% Oct 15, 2025 - Feb 4, 2026
#6	-8.50% Apr 18, 2022 - Jun 7, 2022	-13.20% Nov 27, 2017 - Jul 6, 2018
#7	-7.55% May 12, 2026 - Jul 1, 2026	-12.43% Jul 6, 2016 - Mar 24, 2017
#8	-7.10% Oct 20, 2021 - Jan 7, 2022	-10.42% Nov 26, 2024 - Jan 16, 2025
#9	-6.47% Jun 11, 2021 - Oct 5, 2021	-9.80% Dec 31, 2021 - Mar 24, 2022
#10	-4.38% Mar 11, 2021 - Apr 15, 2021	-8.97% Dec 13, 2018 - Feb 21, 2019
#11	-4.08% Mar 8, 2022 - Mar 21, 2022	-8.59% Sep 2, 2021 - Dec 6, 2021
#12	-3.71% Jan 29, 2026 - Feb 9, 2026	-7.78% Oct 4, 2024 - Nov 18, 2024
#13	-3.23% Feb 24, 2021 - Mar 10, 2021	-6.74% Aug 4, 2025 - Oct 1, 2025
#14	-3.22% Mar 2, 2026 - Apr 2, 2026	-6.63% Sep 30, 2019 - Jan 15, 2020
#15	-2.87% Nov 12, 2025 - Nov 28, 2025	-6.45% May 31, 2024 - Aug 15, 2024

Correlation

Correlation between RLY and UTES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

RLY vs UTES dividend yield comparison.

Year	RLY	UTES
2026	0.92%	0.74%
2025	3.24%	1.42%
2024	3.31%	1.51%
2023	3.71%	2.44%
2022	5.66%	2.13%
2021	12.15%	1.94%
2020	2.16%	2.09%
2019	3.45%	1.84%
2018	2.76%	2.09%
2017	1.85%	3.44%
2016	2.07%	3.53%
2015	1.80%	0.61%
2014	1.89%	0.00%
2013	2.15%	0.00%
2012	1.83%	0.00%

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RLY vs UTES

RLY vs UTES - Performance Comparison

Key Characteristics

RLY vs UTES - Holdings Comparison

RLY vs UTES - Historical Returns

RLY vs UTES - Annual Returns (2012 - 2026)

RLY vs UTES Drawdown Comparison

Correlation

Dividend Comparison (2012 - 2026)

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