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Virtus Reaves Utilities ETF (UTES)
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Upturn Advisory Summary
11/26/2025: UTES (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 33.7% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/26/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 50.48 - 76.24 | Updated Date 06/29/2025 |
52 Weeks Range 50.48 - 76.24 | Updated Date 06/29/2025 |
Upturn AI SWOT
Virtus Reaves Utilities ETF
ETF Overview
Overview
The Virtus Reaves Utilities ETF (UTES) seeks to provide investment results that closely correspond, before fees and expenses, to the Reaves Utilities Index. It focuses on the utilities sector, investing in companies involved in providing electricity, gas, and water.
Reputation and Reliability
Virtus Investment Partners has a solid reputation in the financial services industry, offering a range of investment products.
Management Expertise
Reaves Asset Management, a Virtus affiliate, has extensive experience in managing utility sector investments.
Investment Objective
Goal
The investment seeks investment results that closely correspond, before fees and expenses, to the Reaves Utilities Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the Reaves Utilities Index.
Composition The ETF primarily holds stocks of companies in the utilities sector.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 338482157.64
Competitors
Key Competitors
- XLU
- VPU
- IDU
- FXU
Competitive Landscape
The utilities ETF market is dominated by larger, more established funds like XLU and VPU. UTES offers a more concentrated approach within the utilities sector, focusing on higher-growth utilities, which can lead to higher potential returns but also greater volatility. Larger competitors have the advantage of higher AUMs that typically result in lower expense ratios and more liquidity. UTES differentiates itself with its slightly different underlying index which can appeal to investors who prefer a more focused utility sector portfolio.
Financial Performance
Historical Performance: Historical performance data is essential for evaluating long-term success.
Benchmark Comparison: Comparing the ETFu2019s performance to its benchmark helps to gauge its effectiveness.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate changes, regulatory policies, and energy prices can significantly affect the utilities sector and, consequently, UTES.
Growth Trajectory
The ETF's growth depends on investor interest in the utilities sector and its ability to outperform its benchmark.
Moat and Competitive Advantages
Competitive Edge
Virtus Reaves Utilities ETF has a specialized focus on the utilities sector. Reaves Asset Management's expertise allows for skilled security selection within the utilities space. UTES's emphasis on a specific index differentiates it from broader utility ETFs. This can provide opportunities for potentially higher returns compared to more diversified competitors, although it also brings greater risk.
Risk Analysis
Volatility
The ETFu2019s volatility is comparable to other utilities sector ETFs.
Market Risk
The ETF is exposed to market risk, sector-specific risks (e.g., regulatory changes), and interest rate risk.
Investor Profile
Ideal Investor Profile
Investors seeking income and growth from the utilities sector with a moderate risk tolerance.
Market Risk
Suitable for long-term investors seeking dividend income and potential capital appreciation from the utilities sector.
Summary
Virtus Reaves Utilities ETF (UTES) is a utility sector ETF seeking to track the Reaves Utilities Index. It primarily invests in companies involved in providing utilities, such as electricity, gas, and water. UTES may be suitable for long-term investors looking for income and capital appreciation from the utilities sector. It differs from more broad-based competitors by focusing on utilities believed to have higher growth potential. Potential investors should consider the concentration risk and expense ratio when comparing it to its peers.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus Reaves Utilities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies in the Utility Sector (Utility Sector Companies). The manager considers a company to be a Utility Sector Company if at least 50% of the company's assets or customers are committed to, or at least 50% of the company's revenues, gross income or profits derive from, the provision of products, services or equipment for the generation or distribution of electricity, gas or water. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.