(UTES) Virtus Reaves Utilities - Overview

ETF Category: Utilities | Exchange: NYSE ARCA (USA) | Market Cap: 1.383m USD | Total Return: 11.4% in 12m

Electricity, Natural Gas, Water, Renewable Energy
Total Rating 29
Safety 62
Buy Signal -0.61
Utilities
Category Rotation: -1.4
TER: 0.49%
AUM: 1.38B
Avg Turnover: 12.4M
Risk 3d forecast
Volatility22.4%
VaR 5th Pctl4.05%
VaR vs Median0.21%
Reward TTM
Sharpe Ratio0.50
Rel. Str. IBD29.6
Rel. Str. Peer Group21.4
Character TTM
Beta0.650
Beta Downside0.542
Hurst Exponent0.429
Drawdowns 3y
Max DD17.62%
CAGR/Max DD1.36
CAGR/Mean DD5.12

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: UTES Virtus Reaves Utilities

The Virtus Reaves Utilities ETF (UTES) is an actively managed fund that allocates at least 80% of its net assets to equity securities within the utility sector. To qualify for inclusion, a company must derive at least 50% of its revenue, assets, or profits from the generation or distribution of electricity, gas, or water.

Utility companies often operate as regulated monopolies within specific geographic territories, providing essential services that typically exhibit low price elasticity. This sector is traditionally characterized by high capital expenditures and significant debt loads used to fund infrastructure projects like power plants and transmission lines. As a non-diversified fund, UTES may hold larger positions in fewer individual stocks compared to broader index-tracking ETFs.

Investors can further evaluate the underlying fundamentals of these utility holdings by using ValueRay. Detailed analysis of regulatory environments and interest rate sensitivity is recommended before committing capital to this sector.

Headlines to Watch Out For
  • Interest rate volatility impacts valuation of capital intensive utility infrastructure projects
  • Rising data center energy requirements accelerate demand for electrical grid capacity
  • State regulatory commission rulings determine authorized return on equity for utilities
  • Decarbonization mandates drive long term capital expenditure in renewable energy integration
  • Natural gas price fluctuations affect operational costs for thermal power generation
What is the price of UTES shares?

As of June 01, 2026, the stock is trading at USD 80.55 with a total of 90,628 shares traded.
Over the past week, the price has changed by +0.41%, over one month by -4.26%, over three months by -4.15% and over the past year by +11.37%.

Is UTES a buy, sell or hold?

Virtus Reaves Utilities has no consensus analysts rating.