RYLD vs UTES

Comparison between GLOBAL X RUSSELL 2000 COVERED CALL ETF (RYLD, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceUTES has outperformed RYLD, delivering a return of +16.9% compared to +2.9%

RYLD vs UTES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RYLD(ETF)	UTES(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.60%	0.49%
Max Drawdown	48.37%	35.71%
Sharpe Ratio	1.42	0.42
5Y Beta	0.73	0.71
P/E Ratio	N/A	27.33
Forward P/E	N/A	19.85
PEG Ratio	N/A	1.08
5Y Dividends CAGR	-7.38%	1.74%
5Y EPS CAGR	N/A	8.71%
Debt to Equity	N/A	218.41%
P/S Ratio	N/A	3.05
P/B Ratio	N/A	3.11

Net Assets

RYLD

$1.40B

UTES

$1.40B

Expense Ratio

RYLD

0.60%

Winner

UTES

0.49%

Max Drawdown

RYLD

48.37%

Winner

UTES

35.71%

Sharpe Ratio

Winner

RYLD

1.42

UTES

0.42

5Y Beta

RYLD

0.73

Winner

UTES

0.71

P/E Ratio

RYLD

N/A

UTES

27.33

Forward P/E

RYLD

N/A

UTES

19.85

PEG Ratio

RYLD

N/A

UTES

1.08

5Y Dividends CAGR

RYLD

-7.38%

Winner

UTES

1.74%

5Y EPS CAGR

RYLD

N/A

UTES

8.71%

Debt to Equity

RYLD

N/A

UTES

218.41%

P/S Ratio

RYLD

N/A

UTES

3.05

P/B Ratio

RYLD

N/A

UTES

3.11

RYLD vs UTES - Holdings Comparison

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

RYLD's top 25 holdings weight is 101.55%. UTES's top 25 holdings weight is 99.94%.

Rank	RYLD	UTES
#1	GLOBAL X RUSSELL 2000 ETF (RSSL) - 101.55%	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.71%
#2	N/A	CONSTELLATION ENERGY CORP (CEG) - 10.09%
#3	N/A	VISTRA CORP (VST) - 10.07%
#4	N/A	XCEL ENERGY INC (XEL) - 6.78%
#5	N/A	CENTERPOINT ENERGY INC (CNP) - 6.50%
#6	N/A	ENTERGY CORP (ETR) - 5.11%
#7	N/A	ALLIANT ENERGY CORP (LNT) - 5.09%
#8	N/A	AMERICAN ELECTRIC POWER CO INC (AEP) - 5.02%
#9	N/A	SEMPRA (SRE) - 4.68%
#10	N/A	IDACORP INC (IDA) - 4.56%
#11	N/A	NRG ENERGY INC (NRG) - 4.37%
#12	N/A	WEC ENERGY GROUP INC (WEC) - 4.29%
#13	N/A	DTE ENERGY CO (DTE) - 3.95%
#14	N/A	AMEREN CORP (AEE) - 3.87%
#15	N/A	NEXTERA ENERGY INC (NEE) - 3.82%
#16	N/A	CMS ENERGY CORP (CMS) - 3.57%
#17	N/A	NISOURCE INC (NI) - 3.52%
#18	N/A	PINNACLE WEST CAPITAL CORP (PNW) - 2.94%
#19	N/A	N/A
#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	1	18

RYLD vs UTES - Historical Returns

Returns include dividend reinvestment.

Period	RYLD	UTES
1 month	+2.04%	+4.50%
3 months	+8.09%	+0.58%
6 months	+8.28%	+4.04%
1 year	+20.02%	+9.90%
5 years(CAGR)	+2.87%	+16.88%
10 years(CAGR)	N/A	+12.38%
Max(CAGR)	+5.69%	+14.13%

RYLD

+2.04%

Winner

UTES

+4.50%

Winner

RYLD

+8.09%

UTES

+0.58%

Winner

RYLD

+8.28%

UTES

+4.04%

Winner

RYLD

+20.02%

UTES

+9.90%

5Y(CAGR)

RYLD

+2.87%

Winner

UTES

+16.88%

10Y(CAGR)

RYLD

N/A

UTES

+12.38%

Max(CAGR)

RYLD

+5.69%

Winner

UTES

+14.13%

RYLD vs UTES - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	RYLD	UTES
2026	+10.10%	+2.68%
2025	+5.55%	+22.66%
2024	+10.31%	+43.95%
2023	+0.38%	-1.97%
2022	-13.44%	+1.90%
2021	+23.31%	+23.82%
2020	-0.35%	+1.59%
2019	+8.91%	+27.65%
2018	N/A	+6.28%
2017	N/A	+14.80%
2016	N/A	+16.95%
2015	N/A	+5.54%

RYLD vs UTES Drawdown Comparison

The maximum drawdown for RYLD was -41.52%, occurring on Mar 18, 2020. Recovery took 223 trading sessions.

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

The current RYLD drawdown is -0.37%. The current UTES drawdown is -4.98%.

Rank	RYLD	UTES
#1	-41.52% Feb 20, 2020 - Jan 7, 2021	-35.37% Feb 18, 2020 - Apr 20, 2021
#2	-21.36% Nov 19, 2021 - Jan 5, 2026	-20.39% Sep 12, 2022 - Apr 25, 2024
#3	-6.30% Feb 26, 2026 - May 1, 2026	-17.62% Jan 24, 2025 - May 19, 2025
#4	-5.29% Jul 30, 2019 - Oct 28, 2019	-15.99% Apr 8, 2022 - Aug 12, 2022
#5	-4.66% Jan 16, 2020 - Feb 13, 2020	-13.88% Oct 15, 2025 - Feb 4, 2026
#6	-4.46% Apr 28, 2021 - May 24, 2021	-13.20% Nov 27, 2017 - Jul 6, 2018
#7	-4.23% Jul 1, 2021 - Aug 11, 2021	-12.43% Jul 6, 2016 - Mar 24, 2017
#8	-4.21% Mar 22, 2021 - Apr 1, 2021	-10.42% Nov 26, 2024 - Jan 16, 2025
#9	-4.08% May 3, 2019 - Jun 13, 2019	-9.80% Dec 31, 2021 - Mar 24, 2022
#10	-3.68% Mar 1, 2021 - Mar 10, 2021	-8.97% Dec 13, 2018 - Feb 21, 2019
#11	-2.73% Aug 12, 2021 - Aug 27, 2021	-8.59% Sep 2, 2021 - Dec 6, 2021
#12	-2.61% Jan 22, 2026 - Feb 9, 2026	-7.78% Oct 4, 2024 - Nov 18, 2024
#13	-2.60% Jan 22, 2021 - Feb 3, 2021	-6.74% Aug 4, 2025 - Oct 1, 2025
#14	-2.05% Feb 24, 2021 - Mar 1, 2021	-6.63% Sep 30, 2019 - Jan 15, 2020
#15	-2.04% Apr 16, 2021 - Apr 23, 2021	-6.45% May 31, 2024 - Aug 15, 2024

Correlation

Correlation between RYLD and UTES is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2015 - 2026)

RYLD vs UTES dividend yield comparison.

Year	RYLD	UTES
2026	5.86%	0.69%
2025	12.00%	1.42%
2024	12.03%	1.51%
2023	12.64%	2.44%
2022	13.49%	2.13%
2021	12.35%	1.94%
2020	10.76%	2.09%
2019	6.43%	1.84%
2018	0.00%	2.09%
2017	0.00%	3.44%
2016	0.00%	3.53%
2015	0.00%	0.61%

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RYLD vs UTES

RYLD vs UTES - Performance Comparison

Key Characteristics

RYLD vs UTES - Holdings Comparison

RYLD vs UTES - Historical Returns

RYLD vs UTES - Annual Returns (2015 - 2026)

RYLD vs UTES Drawdown Comparison

Correlation

Dividend Comparison (2015 - 2026)

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