DPG vs. UTG
Compare and contrast key facts about Duff & Phelps Utility and Infrastructure Fund Inc (DPG) and Reaves Utility Income Trust (UTG).
DPG is managed by Duff & Phelps. It was launched on Jul 27, 2011.
Performance
DPG vs. UTG - Performance Comparison
Loading graphics...
DPG vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DPG Duff & Phelps Utility and Infrastructure Fund Inc | 15.31% | 16.33% | 38.22% | -25.07% | 3.15% | 30.37% | -8.91% | 40.68% | -15.84% | 9.12% |
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, DPG achieves a 15.31% return, which is significantly higher than UTG's 8.44% return. Over the past 10 years, DPG has underperformed UTG with an annualized return of 8.71%, while UTG has yielded a comparatively higher 10.34% annualized return.
DPG
- 1D
- 1.26%
- 1M
- -1.62%
- YTD
- 15.31%
- 6M
- 15.38%
- 1Y
- 25.97%
- 3Y*
- 11.12%
- 5Y*
- 10.62%
- 10Y*
- 8.71%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DPG vs. UTG — Risk / Return Rank
DPG
UTG
DPG vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duff & Phelps Utility and Infrastructure Fund Inc (DPG) 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.
| DPG | UTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.52 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.83 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.41 | -0.23 |
Martin ratioReturn relative to average drawdown | 11.15 | 5.37 | +5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DPG | UTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.52 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.48 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.47 | -0.21 |
Correlation
The correlation between DPG and UTG is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DPG vs. UTG - Dividend Comparison
DPG's dividend yield for the trailing twelve months is around 5.82%, less than UTG's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPG Duff & Phelps Utility and Infrastructure Fund Inc | 5.82% | 6.61% | 7.19% | 12.21% | 10.36% | 9.70% | 11.48% | 9.21% | 11.81% | 9.02% | 9.03% | 9.50% |
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
DPG vs. UTG - Drawdown Comparison
The maximum DPG drawdown since its inception was -64.61%, roughly equal to the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for DPG and UTG.
Loading graphics...
Drawdown Indicators
| DPG | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.61% | -67.77% | +3.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -12.01% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -41.11% | -26.54% | -14.57% |
Max Drawdown (10Y)Largest decline over 10 years | -64.61% | -47.91% | -16.70% |
Current DrawdownCurrent decline from peak | -2.42% | -6.02% | +3.60% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -8.79% | -1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 5.40% | -2.92% |
Volatility
DPG vs. UTG - Volatility Comparison
The current volatility for Duff & Phelps Utility and Infrastructure Fund Inc (DPG) is 5.11%, while Reaves Utility Income Trust (UTG) has a volatility of 6.42%. This indicates that DPG experiences smaller price fluctuations and is considered to be less risky than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DPG | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 6.42% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 13.20% | -4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 18.93% | -2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 16.56% | +4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.05% | 21.54% | +7.51% |