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Upturn AI SWOT - About
Virtus Reaves Utilities ETF (UTES)
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Upturn Advisory Summary
08/11/2025: UTES (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 28.25% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/11/2025 |
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 price and yield performance of the Reaves Utilities Index. The fund invests in companies engaged in the utilities sector, including electric, gas, and water utilities.
Reputation and Reliability
Virtus Investment Partners has a solid reputation in the market, offering a range of investment products and strategies.
Management Expertise
The management team at Virtus has extensive experience in managing sector-specific funds, including those focused on the utilities sector.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the Reaves Utilities Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Reaves Utilities Index.
Composition The ETF primarily holds stocks of companies involved in the utilities sector.
Market Position
Market Share: UTES' market share is relatively small compared to larger, more established utilities ETFs.
Total Net Assets (AUM): 123290000
Competitors
Key Competitors
- XLU
- VPU
- IDU
- FXU
Competitive Landscape
The Utilities ETF sector is dominated by larger ETFs like XLU and VPU. UTES' advantages may include a potentially different weighting methodology or stock selection process compared to its competitors, but disadvantages include lower AUM and trading volume.
Financial Performance
Historical Performance: Historical performance data for UTES should be sourced directly from the fund's factsheet or reputable financial data providers.
Benchmark Comparison: To gauge effectiveness, UTES' performance should be compared to the Reaves Utilities Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
UTES has a moderate average trading volume, potentially impacting ease of entry and exit. (Average volume: 18383)
Bid-Ask Spread
The bid-ask spread is moderate for UTES, so investors should factor this into trading costs. (Typical spread: 0.10%)
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector growth prospects driven by infrastructure spending and renewable energy adoption, and overall market conditions significantly impact UTES.
Growth Trajectory
Growth trends in UTES mirror the broader utilities sector, influenced by regulatory changes, technological advancements, and shifts in energy consumption patterns; any strategic shifts would be detailed in fund prospectuses and investor communications.
Moat and Competitive Advantages
Competitive Edge
UTES potentially offers a unique investment strategy through the Reaves Utilities Index, possibly focusing on specific criteria within the utilities sector. This niche focus may attract investors seeking targeted exposure. However, the ETF must consistently deliver comparable or superior returns relative to competitors and the underlying index to maintain its competitive advantage, while considering the lower AUM. The fund's managers must actively manage expenses and ensure efficient portfolio execution.
Risk Analysis
Volatility
UTES' historical volatility is typical of utilities sector funds, which tend to be less volatile than broader market indexes.
Market Risk
Specific risks include regulatory changes impacting utility companies, fluctuations in interest rates, and environmental risks affecting energy production.
Investor Profile
Ideal Investor Profile
UTES is ideal for investors seeking income and stability through exposure to the utilities sector. Investors with a moderate risk tolerance and a long-term investment horizon may find it suitable.
Market Risk
UTES is best for long-term investors and passive index followers who want exposure to the utilities sector. It is not designed for short-term active traders.
Summary
The Virtus Reaves Utilities ETF (UTES) provides exposure to the utilities sector, tracking the Reaves Utilities Index. Its expense ratio is 0.49% and while its risk is lower than broader market ETFs, it is susceptible to interest rate risks and regulatory factors impacting utilities. It is suitable for long-term investors looking for income and stability through sector-specific exposure. Investors should evaluate if the exposure it provides aligns with their investment objectives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance are subject to change. Consult with a financial advisor before making any investment decisions.
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.
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