The Gabelli Utility Trust (GUT) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GUT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GUT
GUT charges 0.01% annually. No mutual funds in the Utilities Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 11.10B | Apr 2004 | GUT vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | — | Nov 1987 | GUT vs FIUIX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | GUT vs BULIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | GUT vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | GUT vs FSUTX |
Best Risk-Adjusted Alternatives to GUT
GUT has a PortfoliosLab risk / return rank of 56. No mutual funds in the Utilities Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 50.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 50 | — | Jul 2011 | GUT vs DPG | |
| Gabelli Utilities Fund | 23 | — | Aug 1999 | GUT vs GABUX | |
| Allspring Utilities and High Income Fund | 14 | — | Apr 2004 | GUT vs ERH | |
| Franklin Utilities Fund | 14 | — | Sep 1948 | GUT vs FKUTX | |
| Hennessy Gas Utility Fund | 13 | — | May 1989 | GUT vs GASFX |
Top Performing GUT Alternatives (YTD)
GUT is at 7.96% YTD. There is 1 mutual fund in the Utilities Equities category with a higher YTD return, going as high as 14.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 14.09% | — | Jul 2011 | GUT vs DPG | |
| Hennessy Gas Utility Fund | 7.23% | — | May 1989 | GUT vs GASFX | |
| Franklin Utilities Fund | 5.84% | — | Sep 1948 | GUT vs FKUTX | |
| Gabelli Utilities Fund | 5.53% | — | Aug 1999 | GUT vs GABUX | |
| Fidelity Telecom and Utilities Fund | 4.92% | — | Nov 1987 | GUT vs FIUIX |
Lowest Volatility Alternatives to GUT
GUT has 14.88% 1-year volatility. There are 12 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.63% | — | Aug 1999 | GUT vs GABUX | |
| Hennessy Gas Utility Fund | 11.74% | — | May 1989 | GUT vs GASFX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.26% | — | Jul 2011 | GUT vs DPG | |
| Allspring Utilities and High Income Fund | 12.70% | — | Apr 2004 | GUT vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.04% | — | Jan 1994 | GUT vs EVUAX |
Lowest Drawdown Alternatives to GUT
GUT has a 1-year max drawdown of -5.40%. No mutual funds in the Utilities Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | GUT vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | GUT vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | GUT vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | GUT vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | GUT vs RYUIX |
Other Mutual Funds from Gabelli Funds
The 3 most viewed Gabelli Funds mutual funds shown here include GAB, GDV, GCV and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Gabelli Equity Trust Inc | Large Cap Value Equities | 7 | -5.51% | — | Aug 1986 | GUT vs GAB | |
| The Gabelli Dividend and Income Trust | Dividend | 51 | 7.91% | — | Nov 2003 | GUT vs GDV | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 87 | 17.44% | — | Jul 1989 | GUT vs GCV |
Often Compared With GUT
Investors most often compare GUT with XLU, UTG, FUTY. These 12 comparison targets span 7 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 19 | 3.11% | 22.40B | Dec 1998 | GUT vs XLU | |
| Reaves Utility Income Trust | 78 | 16.83% | — | — | GUT vs UTG | ||
| Fidelity MSCI Utilities Index ETF | Utilities Equities | 20 | 3.16% | 2.46B | Oct 2013 | GUT vs FUTY | |
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | GUT vs SCHD | |
| NYLI CBRE Global Infrastructure Megatrends Term Fu... | Global Equities | 22 | 15.16% | — | Jan 2021 | GUT vs MEGI | |
| Cohen & Steers Infrastructure Fund, Inc | 63 | 14.60% | — | — | GUT vs UTF | ||
| Schwab Short-Term U.S. Treasury ETF | Government Bonds, Short-Term Bond | 81 | 0.42% | 13.24B | Aug 2010 | GUT vs SCHO | |
| Franklin Utilities Fund Class R | Utilities Equities | 11 | 3.84% | — | Jan 2002 | GUT vs FRURX | |
| Franklin Utilities Fund Class A | Utilities Equities | 12 | 3.97% | — | Sep 1948 | GUT vs FKUQX | |
| MFS Utilities Fund | Utilities Equities | 11 | 3.00% | — | Feb 1992 | GUT vs MMUFX | |
| First Trust Alternative Absolute Return Strategy E... | Commodities | 90 | 25.73% | 175.98M | May 2016 | GUT vs FAAR | |
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | GUT vs SPY |
Compare GUT with Any Fund or Stock
Compare GUT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GUT with funds that move differently
The Gabelli Utility Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GUT.
Explore GUT Diversifiers