EPD vs. UTF
EPD (Enterprise Products Partners L.P.) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. EPD operates in Oil & Gas Midstream (Energy), while UTF operates in Asset Management (Financial Services). Over the past 10 years, EPD returned 10.45%/yr vs 11.45%/yr for UTF. At a 0.38 correlation, their price movements are largely independent.
Performance
EPD vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, EPD achieves a 20.66% return, which is significantly higher than UTF's 15.84% return. Over the past 10 years, EPD has underperformed UTF with an annualized return of 10.45%, while UTF has yielded a comparatively higher 11.45% annualized return.
EPD
- 1D
- -0.77%
- 1M
- 0.89%
- YTD
- 20.66%
- 6M
- 18.26%
- 1Y
- 27.33%
- 3Y*
- 21.14%
- 5Y*
- 16.72%
- 10Y*
- 10.45%
UTF
- 1D
- -0.22%
- 1M
- 0.98%
- YTD
- 15.84%
- 6M
- 18.47%
- 1Y
- 12.54%
- 3Y*
- 16.15%
- 5Y*
- 6.54%
- 10Y*
- 11.45%
EPD vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 20.66% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
UTF Cohen & Steers Infrastructure Fund, Inc | 15.84% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between EPD and UTF is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 12, 2004 | 0.38 |
The correlation between EPD and UTF shifts across timeframes, from 0.23 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPD:
$82.06B
UTF:
$2.62B
EPD:
$2.69
UTF:
$6.79
EPD:
13.93
UTF:
3.99
EPD:
2.24
UTF:
0.03
EPD:
1.59
UTF:
6.78
EPD:
$51.57B
UTF:
$387.16M
EPD:
$7.31B
UTF:
$388.42M
EPD:
$10.11B
UTF:
$765.72M
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Return for Risk
EPD vs. UTF — Risk / Return Rank
EPD
UTF
EPD vs. UTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enterprise Products Partners L.P. (EPD) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.
| EPD | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.18 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 1.22 | +2.41 |
| Martin ratioReturn relative to average drawdown | 11.00 | 2.49 | +8.51 |
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
| EPD | UTF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.02 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.36 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.49 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.45 | +0.08 |
Drawdowns
EPD vs. UTF - Drawdown Comparison
The maximum EPD drawdown since its inception was -58.78%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for EPD and UTF.
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Drawdown Indicators
| EPD | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -72.62% | +13.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.56% | -10.33% | +2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -21.06% | +5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -30.28% | +12.22% |
Max Drawdown (10Y)Largest decline over 10 years | -58.04% | -52.53% | -5.51% |
Current DrawdownCurrent decline from peak | -5.73% | -0.62% | -5.11% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -10.37% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 5.05% | -2.56% |
Volatility
EPD vs. UTF - Volatility Comparison
Enterprise Products Partners L.P. (EPD) has a higher volatility of 6.17% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.67%. This indicates that EPD's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPD | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 2.67% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 8.39% | +4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 12.38% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 18.33% | -1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.16% | 23.36% | +0.80% |
Dividends
EPD vs. UTF - Dividend Comparison
EPD's dividend yield for the trailing twelve months is around 5.84%, less than UTF's 6.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 5.84% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.90% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
EPD vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Enterprise Products Partners L.P. and Cohen & Steers Infrastructure Fund, Inc. 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
EPD and UTF have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPD has higher volatility (6.17%) compared to UTF (2.67%). In terms of maximum drawdown, EPD dropped -58.78% vs UTF's -72.62%.
EPD currently has the higher Sharpe Ratio (1.74 vs 1.02), 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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