EIC vs. UTG
EIC (Eagle Point Income Company Inc.) and UTG (Reaves Utility Income Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, EIC returned 4.82%/yr vs 10.71%/yr for UTG. At a 0.18 correlation, their price movements are largely independent.
Performance
EIC vs. UTG - Performance Comparison
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Returns By Period
In the year-to-date period, EIC achieves a -2.60% return, which is significantly lower than UTG's 13.63% return.
EIC
- 1D
- -0.68%
- 1M
- -2.22%
- YTD
- -2.60%
- 6M
- 1.58%
- 1Y
- -10.02%
- 3Y*
- 6.21%
- 5Y*
- 4.82%
- 10Y*
- —
UTG
- 1D
- 1.59%
- 1M
- -4.80%
- YTD
- 13.63%
- 6M
- 13.46%
- 1Y
- 23.56%
- 3Y*
- 22.50%
- 5Y*
- 10.71%
- 10Y*
- 10.23%
EIC vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIC Eagle Point Income Company Inc. | -2.60% | -15.28% | 24.02% | 20.86% | -10.48% | 28.01% | -14.41% | -2.31% |
UTG Reaves Utility Income Trust | 13.63% | 23.24% | 28.10% | 2.84% | -13.38% | 14.26% | -5.25% | 6.01% |
Correlation
The correlation between EIC and UTG is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2019 | 0.18 |
Fundamentals
EIC:
$237.85M
UTG:
$3.66B
EIC:
-$0.05
UTG:
$18.20
EIC:
4.72
UTG:
6.97
EIC:
0.76
UTG:
1.04
EIC:
$52.89M
UTG:
$525.39M
EIC:
$50.57M
UTG:
$228.88M
EIC:
$2.06M
UTG:
$1.71B
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Return for Risk
EIC vs. UTG — Risk / Return Rank
EIC
UTG
EIC vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eagle Point Income Company Inc. (EIC) 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.
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.
| EIC | UTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.24 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 2.04 | -2.39 |
| Martin ratioReturn relative to average drawdown | -0.65 | 4.45 | -5.10 |
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Drawdowns
EIC vs. UTG - Drawdown Comparison
The maximum EIC drawdown since its inception was -67.08%, roughly equal to the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for EIC and UTG.
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Drawdown Indicators
| EIC | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.08% | -67.77% | +0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -11.59% | -17.08% |
Max Drawdown (3Y)Largest decline over 3 years | -34.06% | -15.03% | -19.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.06% | -26.54% | -7.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.91% | — |
Current DrawdownCurrent decline from peak | -22.93% | -6.18% | -16.75% |
Average DrawdownAverage peak-to-trough decline | -12.30% | -8.74% | -3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.54% | 5.31% | +10.23% |
Volatility
EIC vs. UTG - Volatility Comparison
The current volatility for Eagle Point Income Company Inc. (EIC) is 4.34%, while Reaves Utility Income Trust (UTG) has a volatility of 6.31%. This indicates that EIC 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.
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Volatility by Period
| EIC | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 6.31% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.89% | 13.12% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.68% | 16.96% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 16.87% | +3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.40% | 21.61% | +15.79% |
Dividends
EIC vs. UTG - Dividend Comparison
EIC's dividend yield for the trailing twelve months is around 16.86%, more than UTG's 5.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIC Eagle Point Income Company Inc. | 16.86% | 17.35% | 15.44% | 13.59% | 11.03% | 7.78% | 10.39% | 3.65% | 0.00% | 0.00% | 0.00% | 0.00% |
UTG Reaves Utility Income Trust | 5.86% | 6.42% | 7.19% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.21% | 9.02% | 6.86% |
Financials
EIC vs. UTG - Financials Comparison
This section allows you to compare key financial metrics between Eagle Point Income Company Inc. 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
Frequently Asked Questions
EIC and UTG have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTG has higher volatility (6.31%) compared to EIC (4.34%). In terms of maximum drawdown, EIC dropped -67.08% vs UTG's -67.77%.
UTG currently has the higher Sharpe Ratio (1.40 vs -0.51), 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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