UTESVirtus Reaves Utilities ETF
Issuer: Virtus Investment Partners· Type: ETF
Positioning: Growth
Underlying exposure
U.S. utility-sector equities, including electric, gas, water utilities, independent power producers, and energy traders.
Strategy brief
Actively managed utilities-sector ETF seeking total return through capital appreciation and income.
Latest close
$76.17
(+1.30%)
As of 2026-09-04
Latest distribution
$0.2500
Ex-date 2026-06-22
Estimated forward yield
1.22%
Listed date
2015-09-23
Expense ratio
0.49%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
1.61% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
18.63% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+19.1%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
Metrics historyLast 1 year · Monthly
Funds similar to UTES
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
UTES is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
QVALExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.32%+0.10ppTTM yield1.35%-0.26ppTotal return CAGR+20.18%-0.55pp
TXSExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.88%-0.34ppTTM yield0.75%-0.86ppTotal return CAGR+20.52%-0.21pp
VTIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.15%-0.07ppTTM yield1.03%-0.58ppTotal return CAGR+20.65%-0.08pp
GRNYExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.30%-0.92ppTTM yield0.07%-1.54ppTotal return CAGR+19.45%-1.28pp
USCLExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.00%-0.22ppTTM yield1.07%-0.54ppTotal return CAGR+19.03%-1.70pp
IYFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.19%-0.03ppTTM yield1.40%-0.21ppTotal return CAGR+22.95%+2.22pp
XLSRExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.32%-0.90ppTTM yield0.45%-1.16ppTotal return CAGR+15.57%-5.16pp
USRDExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.42%-0.80ppTTM yield0.37%-1.24ppTotal return CAGR+18.65%-2.08pp
GURUExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-1.05ppTTM yield0.08%-1.53ppTotal return CAGR+22.57%+1.84pp
IXGExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield2.81%+1.59ppTTM yield2.11%+0.50ppTotal return CAGR+26.11%+5.38pp
MARZExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield3.17%+1.95ppTTM yield3.02%+1.41ppTotal return CAGR+14.74%-5.99pp
MAVFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield5.03%+3.81ppTTM yield0.37%-1.24ppTotal return CAGR+25.71%+4.98pp
EWIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield3.87%+2.65ppTTM yield3.01%+1.40ppTotal return CAGR+28.93%+8.20pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.03%-0.19ppTTM yield0.98%-0.63ppTotal return CAGR+20.91%+0.18pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.16%-0.06ppTTM yield1.04%-0.57ppTotal return CAGR+20.99%+0.26pp
SCHVExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield1.82%+0.60ppTTM yield1.77%+0.16ppTotal return CAGR+17.82%-2.91pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.61%-0.61ppTTM yield0.75%-0.86ppTotal return CAGR+17.70%-3.03pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.54%+0.32ppTTM yield1.46%-0.15ppTotal return CAGR+15.40%-5.33pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.95%-0.27ppTTM yield0.90%-0.71ppTotal return CAGR+17.31%-3.42pp
DIAExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.99%-0.23ppTTM yield1.38%-0.23ppTotal return CAGR+17.06%-3.67pp
TSNFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.61ppTotal return CAGR+37.87%+17.14pp