ACV vs. UTG
Compare and contrast key facts about Virtus Diversified Income & Convertible Fund (ACV) and Reaves Utility Income Trust (UTG).
ACV is an actively managed fund by Virtus. It was launched on May 26, 2015.
Performance
ACV vs. UTG - Performance Comparison
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ACV vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACV Virtus Diversified Income & Convertible Fund | -5.69% | 33.70% | 15.39% | 25.96% | -35.98% | 24.45% | 45.80% | 44.15% | -7.01% | 27.95% |
UTG Reaves Utility Income Trust | 8.44% | 23.24% | 28.10% | 2.84% | -13.38% | 14.26% | -5.25% | 33.65% | 1.84% | 6.74% |
Returns By Period
In the year-to-date period, ACV achieves a -5.69% return, which is significantly lower than UTG's 8.44% return. Over the past 10 years, ACV has outperformed UTG with an annualized return of 15.40%, while UTG has yielded a comparatively lower 10.34% annualized return.
ACV
- 1D
- 2.36%
- 1M
- -11.26%
- YTD
- -5.69%
- 6M
- 6.60%
- 1Y
- 34.98%
- 3Y*
- 19.76%
- 5Y*
- 8.00%
- 10Y*
- 15.40%
UTG
- 1D
- 0.41%
- 1M
- -5.57%
- YTD
- 8.44%
- 6M
- 2.25%
- 1Y
- 28.68%
- 3Y*
- 20.05%
- 5Y*
- 11.13%
- 10Y*
- 10.34%
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Return for Risk
ACV vs. UTG — Risk / Return Rank
ACV
UTG
ACV vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Diversified Income & Convertible Fund (ACV) and Reaves Utility Income Trust (UTG). 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.
| ACV | UTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 1.52 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.83 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.29 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.41 | 0.00 |
Martin ratioReturn relative to average drawdown | 10.61 | 5.37 | +5.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACV | UTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 1.52 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.68 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.48 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.47 | -0.02 |
Correlation
The correlation between ACV and UTG is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ACV vs. UTG - Dividend Comparison
ACV's dividend yield for the trailing twelve months is around 10.47%, more than UTG's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACV Virtus Diversified Income & Convertible Fund | 10.47% | 9.68% | 9.84% | 10.30% | 12.69% | 24.19% | 7.28% | 8.15% | 10.76% | 9.18% | 10.67% | 5.52% |
UTG Reaves Utility Income Trust | 6.03% | 6.42% | 7.19% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.21% | 9.02% | 6.86% |
Drawdowns
ACV vs. UTG - Drawdown Comparison
The maximum ACV drawdown since its inception was -53.64%, smaller than the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for ACV and UTG.
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Drawdown Indicators
| ACV | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.64% | -67.77% | +14.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.81% | -12.01% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -48.80% | -26.54% | -22.26% |
Max Drawdown (10Y)Largest decline over 10 years | -53.64% | -47.91% | -5.73% |
Current DrawdownCurrent decline from peak | -12.80% | -6.02% | -6.78% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -8.79% | -6.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 5.40% | -2.03% |
Volatility
ACV vs. UTG - Volatility Comparison
Virtus Diversified Income & Convertible Fund (ACV) has a higher volatility of 7.29% compared to Reaves Utility Income Trust (UTG) at 6.42%. This indicates that ACV's price experiences larger fluctuations and is considered to be riskier than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACV | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 6.42% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.56% | 13.20% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 18.93% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 16.56% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.68% | 21.54% | +4.14% |