UTES vs ARKW

Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).

5-Year PerformanceUTES has outperformed ARKW, delivering a return of +16.0% compared to +1.7%

UTES vs ARKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTES(ETF)	ARKW(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.49%	0.76%
Max Drawdown	35.71%	80.55%
Sharpe Ratio	0.75	1.18
5Y Beta	0.72	1.75
P/E Ratio	31.79	-59.25
Forward P/E	20.34	46.70
PEG Ratio	1.48	N/A
5Y Dividends CAGR	11.35%	N/A
5Y EPS CAGR	9.43%	N/A
Debt to Equity	224.11%	N/A
P/S Ratio	3.29	3.95
P/B Ratio	3.43	6.71

Net Assets

UTES

$1.40B

Winner

ARKW

$1.50B

Expense Ratio

Winner

UTES

0.49%

ARKW

0.76%

Max Drawdown

Winner

UTES

35.71%

ARKW

80.55%

Sharpe Ratio

UTES

0.75

Winner

ARKW

1.18

5Y Beta

Winner

UTES

0.72

ARKW

1.75

P/E Ratio

UTES

31.79

Winner

ARKW

-59.25

Forward P/E

Winner

UTES

20.34

ARKW

46.70

PEG Ratio

UTES

1.48

ARKW

N/A

5Y Dividends CAGR

UTES

11.35%

ARKW

N/A

5Y EPS CAGR

UTES

9.43%

ARKW

N/A

Debt to Equity

UTES

224.11%

ARKW

N/A

P/S Ratio

Winner

UTES

3.29

ARKW

3.95

P/B Ratio

Winner

UTES

3.43

ARKW

6.71

UTES vs ARKW - Holdings Comparison

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

UTES's top 25 holdings weight is 99.90%. ARKW's top 25 holdings weight is 86.74%.

Rank	UTES	ARKW
#1	CONSTELLATION ENERGY CORP (CEG) - 11.20%	ADVANCED MICRO DEVICES INC (AMD) - 8.69%
#2	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.19%	TESLA INC (TSLA) - 8.46%
#3	VISTRA CORP (VST) - 10.81%	ARK BITCOIN ETF HOLDCO (ARKW) (n/a) - 5.96%
#4	XCEL ENERGY INC (XEL) - 7.11%	ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.01%
#5	CENTERPOINT ENERGY INC (CNP) - 6.76%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.58%
#6	ENTERGY CORP (ETR) - 4.89%	ROKU INC CLASS A (ROKU) - 4.23%
#7	ALLIANT ENERGY CORP (LNT) - 4.88%	AMAZON.COM INC (AMZN) - 4.09%
#8	NRG ENERGY INC (NRG) - 4.70%	CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 4.08%
#9	SEMPRA (SRE) - 4.70%	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.88%
#10	NEXTERA ENERGY INC (NEE) - 4.67%	COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.87%
#11	PPL CORP (PPL) - 4.38%	ALPHABET INC CLASS C (GOOG) - 3.55%
#12	IDACORP INC (IDA) - 4.38%	ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.13%
#13	AMEREN CORP (AEE) - 3.79%	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.87%
#14	CMS ENERGY CORP (CMS) - 3.52%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.84%
#15	AMERICAN ELECTRIC POWER CO INC (AEP) - 3.51%	BLOCK INC CLASS A (XYZ) - 2.83%
#16	NISOURCE INC (NI) - 3.50%	OPENAI GROUP PBC SERIES C (n/a) - 2.55%
#17	PINNACLE WEST CAPITAL CORP (PNW) - 2.77%	BROADCOM INC (AVGO) - 2.32%
#18	WEC ENERGY GROUP INC (WEC) - 2.13%	BULLISH (BLSH) - 2.09%
#19	DTE ENERGY CO (DTE) - 1.01%	BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.00%
#20	N/A	CLOUDFLARE INC (NET) - 1.85%
#21	N/A	META PLATFORMS INC CLASS A (META) - 1.82%
#22	N/A	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.81%
#23	N/A	EVERPURE INC CLASS A (P) - 1.49%
#24	N/A	DATADOG INC CLASS A (DDOG) - 1.46%
#25	N/A	NETFLIX INC (NFLX) - 1.28%
Total Holdings	19	43

UTES vs ARKW - Historical Returns

Returns include dividend reinvestment.

Period	UTES	ARKW
1 month	-1.23%	+17.62%
3 months	+4.59%	+14.83%
6 months	-2.23%	-8.19%
1 year	+19.21%	+40.74%
5 years(CAGR)	+16.04%	+1.71%
10 years(CAGR)	+13.04%	+23.96%
Max(CAGR)	+14.20%	+20.78%

UTES

-1.23%

Winner

ARKW

+17.62%

UTES

+4.59%

Winner

ARKW

+14.83%

Winner

UTES

-2.23%

ARKW

-8.19%

UTES

+19.21%

Winner

ARKW

+40.74%

5Y(CAGR)

Winner

UTES

+16.04%

ARKW

+1.71%

10Y(CAGR)

UTES

+13.04%

Winner

ARKW

+23.96%

Max(CAGR)

UTES

+14.20%

Winner

ARKW

+20.78%

UTES vs ARKW - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	UTES	ARKW
2026	+0.93%	-1.50%
2025	+22.66%	+37.47%
2024	+43.95%	+48.08%
2023	-1.97%	+101.17%
2022	+1.90%	-68.05%
2021	+23.82%	-18.52%
2020	+1.59%	+151.90%
2019	+27.65%	+35.63%
2018	+6.28%	+1.03%
2017	+14.80%	+84.89%
2016	+16.95%	+11.88%
2015	+5.54%	+16.62%
2014	N/A	+2.70%

UTES vs ARKW Drawdown Comparison

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

The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current UTES drawdown is -6.61%. The current ARKW drawdown is -20.30%.

Rank	UTES	ARKW
#1	-35.37% Feb 18, 2020 - Apr 20, 2021	-80.52% Feb 12, 2021 - Dec 28, 2022
#2	-20.39% Sep 12, 2022 - Apr 25, 2024	-40.66% Feb 19, 2020 - May 19, 2020
#3	-17.62% Jan 24, 2025 - May 19, 2025	-31.62% Dec 2, 2015 - Jul 18, 2016
#4	-15.99% Apr 8, 2022 - Aug 12, 2022	-25.49% Aug 29, 2018 - Mar 21, 2019
#5	-13.88% Oct 15, 2025 - Feb 4, 2026	-14.72% May 3, 2019 - Jul 15, 2019
#6	-13.20% Nov 27, 2017 - Jul 6, 2018	-14.03% Sep 1, 2020 - Oct 8, 2020
#7	-12.43% Jul 6, 2016 - Mar 24, 2017	-13.41% Jul 24, 2019 - Nov 22, 2019
#8	-10.42% Nov 26, 2024 - Jan 16, 2025	-13.23% Jun 22, 2015 - Dec 1, 2015
#9	-9.80% Dec 31, 2021 - Mar 24, 2022	-12.00% Mar 12, 2018 - Jun 4, 2018
#10	-8.97% Dec 13, 2018 - Feb 21, 2019	-9.72% Nov 6, 2020 - Nov 20, 2020
#11	-8.59% Sep 2, 2021 - Dec 6, 2021	-9.07% Jan 26, 2018 - Feb 15, 2018
#12	-7.78% Oct 4, 2024 - Nov 18, 2024	-8.59% Oct 13, 2020 - Nov 5, 2020
#13	-6.74% Aug 4, 2025 - Oct 1, 2025	-8.44% Oct 3, 2014 - Oct 31, 2014
#14	-6.63% Sep 30, 2019 - Jan 15, 2020	-7.51% Jun 18, 2018 - Aug 27, 2018
#15	-6.45% May 31, 2024 - Aug 15, 2024	-7.49% Oct 3, 2016 - Nov 17, 2016

Correlation

Correlation between UTES and ARKW is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2015 - 2026)

UTES vs ARKW dividend yield comparison.

Year	UTES	ARKW
2026	0.40%	0.00%
2025	1.42%	1.59%
2024	1.51%	0.00%
2023	2.44%	0.00%
2022	2.13%	0.00%
2021	1.94%	0.17%
2020	2.09%	1.29%
2019	1.84%	0.00%
2018	2.09%	13.05%
2017	3.44%	2.05%
2016	3.53%	0.00%
2015	0.61%	2.29%