AUM $1.63BER 0.49%NAV $84.20Holdings 198Inception Sep 2015
Price Chart
Key Statistics
Previous Close
$81.65Day Range
$80.33$81.19
52-Week Range
$70.42$87.52
Avg Volume
145.7KDividend Yield
1.35%Expense Ratio
0.49%AUM
$1.63BShares Outstanding
13.5METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Utilities | 100.00% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 99.98% |
| Other | 0.02% |
Fund Information
Similar ETFs
The Virtus Reaves Utilities ETF (UTES) is an exchange-traded fund issued by Virtus that launched on Sep 23, 2015. It currently manages $1.63B in assets under management. The fund charges an expense ratio of 0.49%. The fund holds 198 securities in its portfolio. It falls under the Utilities category.
Top 10 holdings represent 70.2% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | TLN | Talen Energy Corp | 12.07% | 467,417 | $191.6M |
| 2 | CEG | Constellation Energy Corp | 11.24% | 552,943 | $178.5M |
| 3 | VST | Vistra Corp | 10.08% | 1,011,054 | $160.0M |
| 4 | XEL | Xcel Energy Inc | 6.68% | 1,317,157 | $106.1M |
| 5 | CNP | CenterPoint Energy Inc | 6.14% | 2,301,906 | $97.4M |
| 6 | ETR | Entergy Corp | 5.05% | 709,405 | $80.1M |
| 7 | LNT | Alliant Energy Corp | 4.82% | 1,058,774 | $76.6M |
| 8 | AEP | American Electric Power Co Inc | 4.81% | 576,012 | $76.4M |
| 9 | SRE | Sempra | 4.70% | 796,276 | $74.6M |
| 10 | NEE | NextEra Energy Inc | 4.58% | 761,642 | $72.7M |
| 11 | NRG | NRG Energy Inc | 4.53% | 477,132 | $71.9M |
| 12 | IDA | IDACORP Inc | 4.29% | 473,108 | $68.2M |
| 13 | WEC | WEC Energy Group Inc | 4.11% | 572,601 | $65.2M |
| 14 | AEE | Ameren Corp | 3.67% | 531,743 | $58.3M |
| 15 | DTE | DTE Energy Co | 3.64% | 405,971 | $57.8M |
Page 1 of 4
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.58% | |
| 1W | -3.91% | |
| 1M | -1.17% | |
| 3M | +0.31% | |
| 6M | -0.28% | |
| YTD | +0.47% | |
| 1Y | +14.90% | |
| 3Y | +74.45% | |
| 5Y | +91.53% |
Moving Averages
20-Day MA
$82.55
Below 20-Day MA50-Day MA
$81.75
Below 50-Day MA200-Day MA
$81.43
Below 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$87.52
Current Price
$81.12
52-Week Low
$70.42
$70.42$87.52
Current Yield
1.35%
Annual Dividend
$1.1779
Frequency
4x/year
Last Ex-Date
Mar 20, 2026
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Mar 20, 2026 | $0.3200 | Mar 27, 2026 |
| Dec 22, 2025 | $0.3979 | Dec 29, 2025 |
| Sep 22, 2025 | $0.2200 | Sep 29, 2025 |
| Jun 20, 2025 | $0.2400 | Jun 27, 2025 |
| Mar 20, 2025 | $0.2600 | Mar 25, 2025 |
| Dec 20, 2024 | $0.2700 | Dec 27, 2024 |
| Sep 20, 2024 | $0.1700 | Sep 27, 2024 |
| Jun 20, 2024 | $0.2600 | Jun 27, 2024 |
| Mar 20, 2024 | $0.2600 | Mar 26, 2024 |
| Dec 20, 2023 | $0.3300 | Dec 29, 2023 |
| Sep 20, 2023 | $0.2700 | Sep 28, 2023 |
| Jun 20, 2023 | $0.2600 | Jun 28, 2023 |
| Mar 20, 2023 | $0.2300 | Mar 28, 2023 |
| Dec 20, 2022 | $0.3090 | Dec 29, 2022 |
| Sep 20, 2022 | $0.2600 | Sep 28, 2022 |
| Jun 21, 2022 | $0.2300 | Jun 29, 2022 |
| Mar 21, 2022 | $0.2000 | Mar 29, 2022 |
| Dec 20, 2021 | $0.2700 | Dec 29, 2021 |
| Sep 20, 2021 | $0.2400 | Sep 28, 2021 |
| Jun 21, 2021 | $0.2300 | Jun 29, 2021 |
Dividend Payments Over Time
Category Comparison
| Metric | UTES | Utilities(92 ETFs) | Income(1130 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.49% | 0.74% | 0.71% |
| AUM | $1.63B | $1.72B | $1.48B |
| Dividend Yield | 1.35% | 3.18% | 11.21% |
| Avg Volume | 145.7K | 938.4K | 211.9K |
| Holdings | 198 | 230 | 162 |
| Performance | |||
| 1-Month Return | -1.17% | +0.47% | +1.57% |
| 6-Month Return | -3.16% | +5.37% | -1.66% |
| YTD Return | +2.55% | +7.27% | -0.41% |
| 1-Year Return | +17.93% | +17.22% | +3.40% |
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