ARCC vs. UTF
ARCC (Ares Capital Corporation) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, ARCC returned 13.20%/yr vs 11.75%/yr for UTF. At a 0.39 correlation, their price movements are largely independent.
Performance
ARCC vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, ARCC achieves a -2.20% return, which is significantly lower than UTF's 17.84% return. Over the past 10 years, ARCC has outperformed UTF with an annualized return of 13.20%, while UTF has yielded a comparatively lower 11.75% annualized return.
ARCC
- 1D
- 1.00%
- 1M
- 1.90%
- YTD
- -2.20%
- 6M
- -2.87%
- 1Y
- -3.87%
- 3Y*
- 10.27%
- 5Y*
- 9.04%
- 10Y*
- 13.20%
UTF
- 1D
- 0.59%
- 1M
- 2.71%
- YTD
- 17.84%
- 6M
- 19.68%
- 1Y
- 14.41%
- 3Y*
- 16.65%
- 5Y*
- 6.94%
- 10Y*
- 11.75%
ARCC vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | -2.20% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
UTF Cohen & Steers Infrastructure Fund, Inc | 17.84% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between ARCC and UTF is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.39 |
The correlation between ARCC and UTF shifts across timeframes, from 0.24 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ARCC:
$13.83B
UTF:
$2.65B
ARCC:
$1.63
UTF:
$6.79
ARCC:
11.81
UTF:
4.03
ARCC:
1.77
UTF:
0.03
ARCC:
5.16
UTF:
6.85
ARCC:
0.98
UTF:
0.93
ARCC:
$2.63B
UTF:
$387.16M
ARCC:
$1.86B
UTF:
$388.42M
ARCC:
$2.05B
UTF:
$765.72M
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Return for Risk
ARCC vs. UTF — Risk / Return Rank
ARCC
UTF
ARCC vs. UTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.
| ARCC | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.20 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.37 | -1.63 |
| Martin ratioReturn relative to average drawdown | -0.47 | 2.79 | -3.27 |
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Drawdowns
ARCC vs. UTF - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, which is greater than UTF's maximum drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for ARCC and UTF.
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Drawdown Indicators
| ARCC | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.36% | -72.62% | -6.74% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -10.33% | -9.02% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -21.06% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -30.28% | +8.52% |
Max Drawdown (10Y)Largest decline over 10 years | -56.77% | -52.53% | -4.24% |
Current DrawdownCurrent decline from peak | -10.98% | 0.00% | -10.98% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -10.36% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 5.05% | +5.63% |
Volatility
ARCC vs. UTF - Volatility Comparison
Ares Capital Corporation (ARCC) has a higher volatility of 3.72% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.43%. This indicates that ARCC's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCC | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.43% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.83% | 8.40% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 12.40% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 18.33% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.58% | 23.34% | +2.24% |
Dividends
ARCC vs. UTF - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 9.97%, more than UTF's 6.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 7.48% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.87% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
ARCC vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and Cohen & Steers Infrastructure Fund, Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ARCC and UTF have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARCC has higher volatility (3.72%) compared to UTF (2.43%). In terms of maximum drawdown, ARCC dropped -79.36% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.14 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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