ASA vs. UTES
Compare and contrast key facts about ASA Gold and Precious Metals Limited (ASA) and Virtus Reaves Utilities ETF (UTES).
UTES is an actively managed fund by Virtus Investment Partners. It was launched on Sep 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASA or UTES.
Correlation
The correlation between ASA and UTES is 0.38, 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.
Performance
ASA vs. UTES - Performance Comparison
Key characteristics
ASA:
2.02
UTES:
1.55
ASA:
2.62
UTES:
1.98
ASA:
1.34
UTES:
1.29
ASA:
1.37
UTES:
2.29
ASA:
10.11
UTES:
6.70
ASA:
6.61%
UTES:
6.01%
ASA:
33.07%
UTES:
26.00%
ASA:
-80.32%
UTES:
-35.39%
ASA:
-13.89%
UTES:
-5.47%
Returns By Period
In the year-to-date period, ASA achieves a 42.53% return, which is significantly higher than UTES's 7.77% return.
ASA
42.53%
4.88%
31.37%
65.80%
15.28%
10.64%
UTES
7.77%
7.61%
10.15%
36.08%
16.56%
N/A
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Risk-Adjusted Performance
ASA vs. UTES — Risk-Adjusted Performance Rank
ASA
UTES
ASA vs. UTES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ASA Gold and Precious Metals Limited (ASA) 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.
Dividends
ASA vs. UTES - Dividend Comparison
ASA's dividend yield for the trailing twelve months is around 0.07%, less than UTES's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASA ASA Gold and Precious Metals Limited | 0.07% | 0.20% | 0.13% | 0.14% | 0.09% | 0.09% | 0.15% | 0.21% | 0.35% | 0.36% | 0.56% | 0.40% |
UTES Virtus Reaves Utilities ETF | 1.40% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.16% | 2.81% | 3.28% | 0.61% | 0.00% |
Drawdowns
ASA vs. UTES - Drawdown Comparison
The maximum ASA drawdown since its inception was -80.32%, which is greater than UTES's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for ASA and UTES. For additional features, visit the drawdowns tool.
Volatility
ASA vs. UTES - Volatility Comparison
ASA Gold and Precious Metals Limited (ASA) has a higher volatility of 17.64% compared to Virtus Reaves Utilities ETF (UTES) at 11.88%. This indicates that ASA's price experiences larger fluctuations and is considered to be riskier than UTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.