UTES vs QDPL
Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF (QDPL, ETF).
5-Year PerformanceUTES has outperformed QDPL, delivering a return of +16.0% compared to +12.0%
UTES vs QDPL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTES
$1.40B
QDPL
$1.40B
Expense Ratio
Winner
UTES
0.49%
QDPL
0.60%
Max Drawdown
UTES
35.71%
Winner
QDPL
27.34%
Sharpe Ratio
UTES
0.75
Winner
QDPL
2.00
5Y Beta
Winner
UTES
0.72
QDPL
0.90
P/E Ratio
UTES
31.79
Winner
QDPL
27.75
Forward P/E
Winner
UTES
20.34
QDPL
21.39
PEG Ratio
UTES
1.48
QDPL
N/A
5Y Dividends CAGR
UTES
11.35%
QDPL
N/A
5Y EPS CAGR
UTES
9.43%
Winner
QDPL
28.34%
Debt to Equity
UTES
224.11%
Winner
QDPL
29.59%
P/S Ratio
Winner
UTES
3.29
QDPL
3.48
P/B Ratio
Winner
UTES
3.43
QDPL
5.14
UTES vs QDPL - Holdings Comparison
UTES and QDPL have 17 common holdings. Overlap is 1.27%
UTES's top 25 holdings weight is 99.90%. QDPL's top 25 holdings weight is 55.02%.
| Rank | UTES | QDPL |
|---|---|---|
| #1 | CONSTELLATION ENERGY CORP (CEG) - 11.20% | NVIDIA CORP (NVDA) - 7.62% |
| #2 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.19% | FUTURE ON S&P 500 (n/a) - 7.59% |
| #3 | VISTRA CORP (VST) - 10.81% | APPLE INC (AAPL) - 5.85% |
| #4 | XCEL ENERGY INC (XEL) - 7.11% | MICROSOFT CORP (MSFT) - 4.69% |
| #5 | CENTERPOINT ENERGY INC (CNP) - 6.76% | S&P 500 FUTURE DEC 26 (n/a) - 3.89% |
| #6 | ENTERGY CORP (ETR) - 4.89% | AMAZON.COM INC (AMZN) - 3.73% |
| #7 | ALLIANT ENERGY CORP (LNT) - 4.88% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #8 | NRG ENERGY INC (NRG) - 4.70% | BROADCOM INC (AVGO) - 2.79% |
| #9 | SEMPRA (SRE) - 4.70% | ALPHABET INC CLASS C (GOOG) - 2.39% |
| #10 | NEXTERA ENERGY INC (NEE) - 4.67% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #11 | PPL CORP (PPL) - 4.38% | TESLA INC (TSLA) - 1.56% |
| #12 | IDACORP INC (IDA) - 4.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #13 | AMEREN CORP (AEE) - 3.79% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #14 | CMS ENERGY CORP (CMS) - 3.52% | ELI LILLY AND CO (LLY) - 1.02% |
| #15 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.51% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | NISOURCE INC (NI) - 3.50% | UNITED STATES TREASURY NOTES 4.88% (n/a) - 0.84% |
| #17 | PINNACLE WEST CAPITAL CORP (PNW) - 2.77% | MICRON TECHNOLOGY INC (MU) - 0.83% |
| #18 | WEC ENERGY GROUP INC (WEC) - 2.13% | WALMART INC (WMT) - 0.82% |
| #19 | DTE ENERGY CO (DTE) - 1.01% | JOHNSON & JOHNSON (JNJ) - 0.81% |
| #20 | N/A | KLA CORP (KLAC) - 0.35% |
| #21 | N/A | MORGAN STANLEY (MS) - 0.34% |
| #22 | N/A | CITIGROUP INC (C) - 0.33% |
| #23 | N/A | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 0.32% |
| #24 | N/A | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.32% |
| #25 | N/A | MCDONALD'S CORP (MCD) - 0.31% |
| Total Holdings | 19 | 482 |
UTES vs QDPL - Historical Returns
Returns include dividend reinvestment.
1M
UTES
-1.23%
Winner
QDPL
+8.30%
3M
UTES
+4.59%
Winner
QDPL
+5.84%
6M
UTES
-2.23%
Winner
QDPL
+9.98%
1Y
UTES
+19.21%
Winner
QDPL
+30.14%
5Y(CAGR)
Winner
UTES
+16.04%
QDPL
+12.02%
10Y(CAGR)
UTES
+13.04%
QDPL
N/A
Max(CAGR)
Winner
UTES
+14.20%
QDPL
+12.02%
UTES vs QDPL - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | UTES | QDPL |
|---|---|---|
| 2026 | +0.93% | +6.95% |
| 2025 | +22.66% | +16.62% |
| 2024 | +43.95% | +23.26% |
| 2023 | -1.97% | +24.58% |
| 2022 | +1.90% | -16.69% |
| 2021 | +23.82% | +8.32% |
| 2020 | +1.59% | N/A |
| 2019 | +27.65% | N/A |
| 2018 | +6.28% | N/A |
| 2017 | +14.80% | N/A |
| 2016 | +16.95% | N/A |
| 2015 | +5.54% | N/A |
UTES vs QDPL Drawdown Comparison
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The maximum drawdown for QDPL was -22.55%, occurring on Oct 14, 2022. Recovery took 487 trading sessions.
The current UTES drawdown is -6.61%.
| Rank | UTES | QDPL |
|---|---|---|
| #1 | -35.37% Feb 18, 2020 - Apr 20, 2021 | -22.55% Jan 4, 2022 - Dec 12, 2023 |
| #2 | -20.39% Sep 12, 2022 - Apr 25, 2024 | -17.76% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -17.62% Jan 24, 2025 - May 19, 2025 | -8.64% Jan 27, 2026 - Apr 15, 2026 |
| #4 | -15.99% Apr 8, 2022 - Aug 12, 2022 | -7.88% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -13.88% Oct 15, 2025 - Feb 4, 2026 | -5.11% Mar 28, 2024 - May 14, 2024 |
| #6 | -13.20% Nov 27, 2017 - Jul 6, 2018 | -4.60% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -12.43% Jul 6, 2016 - Mar 24, 2017 | -4.52% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -10.42% Nov 26, 2024 - Jan 16, 2025 | -3.78% Dec 11, 2024 - Jan 22, 2025 |
| #9 | -9.80% Dec 31, 2021 - Mar 24, 2022 | -3.62% Nov 17, 2021 - Dec 23, 2021 |
| #10 | -8.97% Dec 13, 2018 - Feb 21, 2019 | -2.65% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -8.59% Sep 2, 2021 - Dec 6, 2021 | -2.54% Dec 11, 2025 - Dec 23, 2025 |
| #12 | -7.78% Oct 4, 2024 - Nov 18, 2024 | -2.47% Jul 14, 2021 - Jul 23, 2021 |
| #13 | -6.74% Aug 4, 2025 - Oct 1, 2025 | -2.32% Nov 8, 2024 - Nov 26, 2024 |
| #14 | -6.63% Sep 30, 2019 - Jan 15, 2020 | -2.30% Oct 22, 2024 - Nov 6, 2024 |
| #15 | -6.45% May 31, 2024 - Aug 15, 2024 | -2.29% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between UTES and QDPL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
UTES vs QDPL dividend yield comparison.
| Year | UTES | QDPL |
|---|---|---|
| 2026 | 0.40% | 1.44% |
| 2025 | 1.42% | 4.84% |
| 2024 | 1.51% | 5.43% |
| 2023 | 2.44% | 6.30% |
| 2022 | 2.13% | 7.27% |
| 2021 | 1.94% | 2.44% |
| 2020 | 2.09% | 0.00% |
| 2019 | 1.84% | 0.00% |
| 2018 | 2.09% | 0.00% |
| 2017 | 3.44% | 0.00% |
| 2016 | 3.53% | 0.00% |
| 2015 | 0.61% | 0.00% |
Select Stocks to Compare
Popular: UTES vs SPYQDPL vs SPY
More Comparisons
Compare with similar stocks