StockComparison Logo
vs

UTES vs SPY

Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceUTES has outperformed SPY, delivering a return of +13.8% compared to +13.2%

UTES vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTES
$1.40B
Winner
SPY
$781B
Expense Ratio
UTES
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
UTES
35.71%
SPY
56.47%
Sharpe Ratio
UTES
-0.40
Winner
SPY
1.43
5Y Beta
Winner
UTES
0.69
SPY
1.00
P/E Ratio
Winner
UTES
25.65
SPY
26.48
Forward P/E
Winner
UTES
18.73
SPY
20.89
PEG Ratio
UTES
0.99
Winner
SPY
0.30
5Y Dividends CAGR
UTES
1.74%
Winner
SPY
6.00%
5Y EPS CAGR
UTES
8.27%
Winner
SPY
26.40%
Debt to Equity
UTES
214.20%
Winner
SPY
48.17%
P/S Ratio
Winner
UTES
2.81
SPY
3.72
P/B Ratio
Winner
UTES
2.96
SPY
5.55

UTES vs SPY - Holdings Comparison

UTES and SPY have 16 common holdings. Overlap is 1.20%

UTES's top 25 holdings weight is 99.85%. SPY's top 25 holdings weight is 51.49%.

RankUTESSPY
#1
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.34%
NVIDIA CORP (NVDA) - 7.76%
#2
CONSTELLATION ENERGY CORP (CEG) - 10.91%
APPLE INC (AAPL) - 7.44%
#3
VISTRA CORP (VST) - 10.49%
MICROSOFT CORP (MSFT) - 4.56%
#4
XCEL ENERGY INC (XEL) - 6.79%
AMAZON.COM INC (AMZN) - 3.74%
#5
CENTERPOINT ENERGY INC (CNP) - 6.46%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ENTERGY CORP (ETR) - 5.09%
BROADCOM INC (AVGO) - 2.83%
#7
AMERICAN ELECTRIC POWER CO INC (AEP) - 4.93%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
ALLIANT ENERGY CORP (LNT) - 4.91%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
SEMPRA (SRE) - 4.54%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
IDACORP INC (IDA) - 4.52%
TESLA INC (TSLA) - 1.65%
#11
NRG ENERGY INC (NRG) - 4.29%
ELI LILLY AND CO (LLY) - 1.44%
#12
WEC ENERGY GROUP INC (WEC) - 4.18%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
DTE ENERGY CO (DTE) - 3.88%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
NEXTERA ENERGY INC (NEE) - 3.87%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
AMEREN CORP (AEE) - 3.83%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CMS ENERGY CORP (CMS) - 3.47%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
NISOURCE INC (NI) - 3.46%
VISA INC CLASS A (V) - 0.91%
#18
PINNACLE WEST CAPITAL CORP (PNW) - 2.89%
INTEL CORP (INTC) - 0.77%
#19N/A
WALMART INC (WMT) - 0.75%
#20N/A
ABBVIE INC (ABBV) - 0.70%
#21N/A
APPLIED MATERIALS INC (AMAT) - 0.69%
#22N/A
CISCO SYSTEMS INC (CSCO) - 0.68%
#23N/A
MASTERCARD INC CLASS A (MA) - 0.67%
#24N/A
COSTCO WHOLESALE CORP (COST) - 0.64%
#25N/A
CATERPILLAR INC (CAT) - 0.63%
Total Holdings18505

UTES vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UTES
-6.50%
Winner
SPY
+2.30%
3M
UTES
-9.11%
Winner
SPY
+5.00%
6M
UTES
-0.55%
Winner
SPY
+11.88%
1Y
UTES
-5.12%
Winner
SPY
+22.80%
5Y(CAGR)
Winner
UTES
+13.83%
SPY
+13.20%
10Y(CAGR)
UTES
+11.73%
Winner
SPY
+15.26%
Max(CAGR)
Winner
UTES
+13.21%
SPY
+8.59%

UTES vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUTESSPY
2026-5.13%+13.10%
2025+22.66%+18.00%
2024+43.95%+25.59%
2023-1.97%+26.72%
2022+1.90%-18.64%
2021+23.82%+30.52%
2020+1.59%+17.28%
2019+27.65%+31.09%
2018+6.28%-5.24%
2017+14.80%+20.78%
2016+16.95%+13.59%
2015+5.54%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UTES vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UTES drawdown is -12.21%. The current SPY drawdown is -0.36%.

RankUTESSPY
#1-35.37%
Feb 18, 2020 - Apr 20, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.39%
Sep 12, 2022 - Apr 25, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.62%
Jan 24, 2025 - May 19, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.99%
Apr 8, 2022 - Aug 12, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.88%
Oct 15, 2025 - Feb 4, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.20%
Nov 27, 2017 - Jul 6, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.43%
Jul 6, 2016 - Mar 24, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.42%
Nov 26, 2024 - Jan 16, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.80%
Dec 31, 2021 - Mar 24, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.97%
Dec 13, 2018 - Feb 21, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.59%
Sep 2, 2021 - Dec 6, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.78%
Oct 4, 2024 - Nov 18, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.74%
Aug 4, 2025 - Oct 1, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.63%
Sep 30, 2019 - Jan 15, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.45%
May 31, 2024 - Aug 15, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UTES and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

UTES vs SPY dividend yield comparison.

YearUTESSPY
20260.75%0.48%
20251.42%1.07%
20241.51%1.21%
20232.44%1.40%
20222.13%1.65%
20211.94%1.20%
20202.09%1.52%
20191.84%1.75%
20182.09%2.04%
20173.44%1.80%
20163.53%2.03%
20150.61%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: UTES vs SPY

More Comparisons

Compare with similar stocks

Compare UTES with:

GLOV
ETF
Net Assets
$1.50B
GOLDMAN SACHS ACTIVEBETA(R) WORLD LOW VOL PLUS EQUITY ETF
EVLN
ETF
Net Assets
$1.40B
Eaton Vance Floating-Rate ETF
EXI
ETF
Net Assets
$1.40B
ISHARES GLOBAL INDUSTRIALS ETF

Compare SPY with:

IVV
ETF
Net Assets
$888B
ISHARES CORE S&P 500 ETF
VXUS
ETF
Net Assets
$650B
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES
QQQ
ETF
Net Assets
$490B
Invesco QQQ Trust Series 1