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VDI vs. UTES
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VDI vs. UTES

Last updated Aug 1, 2026
Documentation

VDI (Virtus International Dividend ETF) and UTES (Virtus Reaves Utilities ETF) are both exchange-traded funds - VDI is a Foreign Large Cap Equities fund actively managed by Virtus, while UTES is a Utilities Equities fund actively managed by Virtus. Both are actively managed. Their 0.42 correlation means their historical movements had little consistent relationship. VDI charges 0.39%/yr vs 0.49%/yr for UTES.

Performance

VDI vs. UTES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus International Dividend ETF (VDI) and Virtus Reaves Utilities ETF (UTES). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VDI achieves a 17.52% return, which is significantly higher than UTES's -1.07% return.

VDI

1D
-0.40%
1M
2.41%
6M
10.60%
YTD
17.52%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

UTES

1D
-0.03%
1M
-4.28%
6M
0.59%
YTD
-1.07%
1Y
-3.98%
3Y*
21.10%
5Y*
14.97%
10Y*
11.78%
ALL TIME*
13.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

UTES

Virtus Reaves Utilities ETF
$11.16M$10.04M$13.72M

VDI

Virtus International Dividend ETF
$85.19K$45.68K$18.02K

VDI vs. UTES - Yearly Performance Comparison

2026 (YTD)2025
VDI
Virtus International Dividend ETF		17.52%3.29%
UTES
Virtus Reaves Utilities ETF		-1.07%-2.20%

Correlation

The correlation between VDI and UTES is 0.42, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 3, 2025

0.42

VDI vs. UTES - Sectors Allocation Comparison

Sectors
VDI
UTES

Financial Services

35.7%

-

Industrials

12.9%

-

Technology

10.2%

-

Energy

8.2%

-

Utilities

6.1%
100.0%

Basic Materials

5.6%

-

Healthcare

4.8%

-

Consumer Defensive

4.4%

-

Communication Services

1.9%

-

Consumer Cyclical

1.8%

-

Real Estate

1.3%

-

Financial Services

VDI
35.7%
UTES

-

Industrials

VDI
12.9%
UTES

-

Technology

VDI
10.2%
UTES

-

Energy

VDI
8.2%
UTES

-

Utilities

VDI
6.1%
UTES
100.0%

Basic Materials

VDI
5.6%
UTES

-

Healthcare

VDI
4.8%
UTES

-

Consumer Defensive

VDI
4.4%
UTES

-

Communication Services

VDI
1.9%
UTES

-

Consumer Cyclical

VDI
1.8%
UTES

-

Real Estate

VDI
1.3%
UTES

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Virtus International Dividend ETF

Virtus Reaves Utilities ETF

Often compared with VDI:
VDI vs. VUSVDI vs. KMIDVDI vs. SEIXVDI vs. VSHYVDI vs. ASMFVDI vs. NFLTVDI vs. VEU
Often compared with UTES:
UTES vs. XLUUTES vs. FUTYUTES vs. VPUUTES vs. FXUUTES vs. UMAX.TOUTES vs. PUIUTES vs. PAVE

Return for Risk

VDI vs. UTES — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
VDI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

UTES
UTES Risk / Return Rank: 77
Overall Rank
UTES Sharpe Ratio Rank: 88
Sharpe Ratio Rank
UTES Sortino Ratio Rank: 88
Sortino Ratio Rank
UTES Omega Ratio Rank: 88
Omega Ratio Rank
UTES Calmar Ratio Rank: 77
Calmar Ratio Rank
UTES Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VDI vs. UTES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus International Dividend ETF (VDI) and Virtus Reaves Utilities ETF (UTES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VDIUTESDifference
Sharpe ratioReturn per unit of total volatility

—

-0.20

—

Sortino ratioReturn per unit of downside risk

—

-0.14

—

Omega ratioGain probability vs. loss probability

—

0.98

—

Calmar ratioReturn relative to maximum drawdown

—

-0.31

—

Martin ratioReturn relative to average drawdown

—

-0.65

—

VDI vs. UTES - Sharpe Ratio Comparison

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Drawdowns

VDI vs. UTES - Drawdown Comparison

The maximum VDI drawdown since its inception was -10.40%, smaller than the maximum UTES drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for VDI and UTES.

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Drawdown Indicators

VDIUTESDifference

Max Drawdown

Largest peak-to-trough decline

-10.40%

-35.39%

+24.99%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.88%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-17.62%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-20.40%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.39%

—

Current Drawdown

Current decline from peak

-0.40%

-10.30%

+9.90%

Average Drawdown

Average peak-to-trough decline

-1.64%

-5.54%

+3.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

6.72%

—

Volatility

VDI vs. UTES - Volatility Comparison

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Volatility by Period

VDIUTESDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.50%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

16.19%

—

Volatility (1Y)

Calculated over the trailing 1-year period

16.30%

21.39%

-5.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.30%

20.74%

-4.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

20.26%

-3.96%

VDI vs. UTES - Expense Ratio Comparison

VDI has a 0.39% expense ratio, which is lower than UTES's 0.49% expense ratio.

Dividends

VDI vs. UTES - Dividend Comparison

VDI's dividend yield for the trailing twelve months is around 2.28%, more than UTES's 1.53% yield.

PositionTTM20252024202320222021202020192018201720162015
UTES
Virtus Reaves Utilities ETF		1.53%1.42%1.51%2.44%2.13%1.94%2.09%1.84%2.09%3.44%3.53%0.61%
VDI
Virtus International Dividend ETF		2.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

VDI and UTES have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VDI is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VDI is cheaper with a 0.39% expense ratio, compared with 0.49% for UTES.

VDI has the higher dividend yield at 2.28%, compared with 1.53% for UTES.

VDI is categorized as Foreign Large Cap Equities, while UTES is Utilities Equities. Their fees differ too: 0.39% for VDI and 0.49% for UTES.

Portfolio Optimizer

Find the right allocation for VDI and UTES

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