BIP vs. UTG
Compare and contrast key facts about Brookfield Infrastructure Partners LP (BIP) and Reaves Utility Income Trust (UTG).
Performance
BIP vs. UTG - Performance Comparison
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BIP vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIP Brookfield Infrastructure Partners LP | 5.17% | 15.15% | 6.40% | 6.64% | -20.73% | 27.77% | 15.45% | 51.38% | -19.15% | 39.72% |
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% |
Fundamentals
BIP:
$16.62B
UTG:
$3.53B
BIP:
$1.15
UTG:
$18.26
BIP:
31.46
UTG:
2.15
BIP:
0.16
UTG:
0.01
BIP:
0.72
UTG:
6.69
BIP:
3.40
UTG:
1.00
BIP:
$23.10B
UTG:
$525.39M
BIP:
$6.22B
UTG:
$228.88M
BIP:
$11.01B
UTG:
$1.71B
Returns By Period
In the year-to-date period, BIP achieves a 5.17% return, which is significantly lower than UTG's 8.44% return. Over the past 10 years, BIP has outperformed UTG with an annualized return of 13.09%, while UTG has yielded a comparatively lower 10.34% annualized return.
BIP
- 1D
- 2.58%
- 1M
- -7.48%
- YTD
- 5.17%
- 6M
- 12.42%
- 1Y
- 27.48%
- 3Y*
- 7.63%
- 5Y*
- 4.61%
- 10Y*
- 13.09%
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
BIP vs. UTG — Risk / Return Rank
BIP
UTG
BIP vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Partners LP (BIP) 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.
| BIP | UTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.52 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.83 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.41 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.26 | 5.37 | -0.11 |
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
| BIP | UTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.52 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.68 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.48 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Correlation
The correlation between BIP and UTG is 0.33, 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
BIP vs. UTG - Dividend Comparison
BIP's dividend yield for the trailing twelve months is around 4.83%, less than UTG's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIP Brookfield Infrastructure Partners LP | 4.83% | 4.95% | 5.10% | 4.86% | 4.65% | 3.35% | 3.92% | 4.02% | 5.44% | 3.88% | 4.62% | 5.59% |
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
BIP vs. UTG - Drawdown Comparison
The maximum BIP drawdown since its inception was -56.07%, smaller than the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for BIP and UTG.
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Drawdown Indicators
| BIP | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.07% | -67.77% | +11.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -12.01% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -49.85% | -26.54% | -23.31% |
Max Drawdown (10Y)Largest decline over 10 years | -51.33% | -47.91% | -3.42% |
Current DrawdownCurrent decline from peak | -8.97% | -6.02% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -8.79% | -1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 5.40% | -0.11% |
Volatility
BIP vs. UTG - Volatility Comparison
Brookfield Infrastructure Partners LP (BIP) has a higher volatility of 8.57% compared to Reaves Utility Income Trust (UTG) at 6.42%. This indicates that BIP'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
| BIP | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 6.42% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 13.20% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.47% | 18.93% | +4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.48% | 16.56% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.98% | 21.54% | +6.44% |
Financials
BIP vs. UTG - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Infrastructure Partners LP and Reaves Utility Income Trust. 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