AUMI vs. UTES
Compare and contrast key facts about Themes Gold Miners ETF (AUMI) and Virtus Reaves Utilities ETF (UTES).
AUMI and UTES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AUMI is a passively managed fund by Themes that tracks the performance of the Solactive Global Pure Gold Miners Index. It was launched on Dec 12, 2023. 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: AUMI or UTES.
Key characteristics
| AUMI | UTES | |
|---|---|---|
| YTD Return | 43.49% | 49.63% |
| Daily Std Dev | 33.52% | 18.12% |
| Max Drawdown | -17.71% | -35.39% |
| Current Drawdown | 0.00% | -0.75% |
Correlation
The correlation between AUMI and UTES is 0.39, 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
AUMI vs. UTES - Performance Comparison
In the year-to-date period, AUMI achieves a 43.49% return, which is significantly lower than UTES's 49.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AUMI vs. UTES - Expense Ratio Comparison
AUMI has a 0.35% expense ratio, which is lower than UTES's 0.49% expense ratio.
Risk-Adjusted Performance
AUMI vs. UTES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes Gold Miners ETF (AUMI) 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.
Not enough dataDividends
AUMI vs. UTES - Dividend Comparison
AUMI has not paid dividends to shareholders, while UTES's dividend yield for the trailing twelve months is around 1.55%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUMI Themes Gold Miners ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UTES Virtus Reaves Utilities ETF | 1.55% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.16% | 2.81% | 3.28% | 0.61% |
Drawdowns
AUMI vs. UTES - Drawdown Comparison
The maximum AUMI drawdown since its inception was -17.71%, smaller than the maximum UTES drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for AUMI and UTES. For additional features, visit the drawdowns tool.
Volatility
AUMI vs. UTES - Volatility Comparison
Themes Gold Miners ETF (AUMI) and Virtus Reaves Utilities ETF (UTES) have volatilities of 7.99% and 7.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.