AUM $1.44BER 0.49%NAV $80.13Holdings 198Inception Sep 2015
Price Chart
Key Statistics
Previous Close
$83.02Day Range
$82.06$83.05
52-Week Range
$66.75$87.52
Avg Volume
158.0KDividend Yield
1.35%Expense Ratio
0.49%AUM
$1.44BShares 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 | 99.78% |
| Other | 0.22% |
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 $1.44B 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 71.6% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | TLN | Talen Energy Corp | 11.00% | 461,628 | $163.1M |
| 2 | VST | Vistra Corp | 10.99% | 1,000,150 | $163.0M |
| 3 | CEG | Constellation Energy Corp | 10.85% | 545,952 | $160.9M |
| 4 | XEL | Xcel Energy Inc | 7.07% | 1,333,327 | $104.9M |
| 5 | CNP | CenterPoint Energy Inc | 6.69% | 2,336,112 | $99.2M |
| 6 | ETR | Entergy Corp | 5.35% | 690,343 | $79.4M |
| 7 | NRG | NRG Energy Inc | 5.08% | 447,202 | $75.3M |
| 8 | LNT | Alliant Energy Corp | 4.99% | 1,025,382 | $74.0M |
| 9 | SRE | Sempra | 4.80% | 746,336 | $71.3M |
| 10 | NEE | NextEra Energy Inc | 4.74% | 770,756 | $70.3M |
| 11 | IDA | IDACORP Inc | 4.43% | 448,148 | $65.7M |
| 12 | PPL | PPL Corp | 4.39% | 1,655,219 | $65.1M |
| 13 | AEE | Ameren Corp | 3.76% | 503,683 | $55.8M |
| 14 | CMS | CMS Energy Corp | 3.61% | 691,233 | $53.6M |
| 15 | NI | NiSource Inc | 3.44% | 1,075,725 | $51.0M |
Page 1 of 4
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -1.06% | |
| 1W | +2.76% | |
| 1M | +2.92% | |
| 3M | +4.74% | |
| 6M | -1.64% | |
| YTD | +1.94% | |
| 1Y | +22.80% | |
| 3Y | +77.68% | |
| 5Y | +91.38% |
Moving Averages
20-Day MA
$81.90
Above 20-Day MA50-Day MA
$82.04
Above 50-Day MA200-Day MA
$81.15
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$87.52
Current Price
$82.14
52-Week Low
$66.75
$66.75$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(94 ETFs) | Income(1130 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.49% | 0.78% | 0.72% |
| AUM | $1.44B | $1.69B | $1.48B |
| Dividend Yield | 1.35% | 3.16% | 11.21% |
| Avg Volume | 158.0K | 916.3K | 214.2K |
| Holdings | 198 | 225 | 161 |
| Performance | |||
| 1-Month Return | +3.46% | +3.52% | +3.67% |
| 6-Month Return | -3.34% | +4.62% | -3.49% |
| YTD Return | +5.16% | +7.37% | -1.26% |
| 1-Year Return | +25.56% | +19.12% | +3.22% |
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