GUT vs. HIMU
GUT (The Gabelli Utility Trust) and HIMU (iShares High Yield Muni Active ETF) are both funds - GUT is a Utilities Equities fund managed by Gabelli Funds, while HIMU is a High Yield Muni fund actively managed by iShares. Over the past year, GUT returned 24.54% vs 7.32% for HIMU. At a 0.01 correlation, their price movements are largely independent. GUT charges 0.01%/yr vs 0.42%/yr for HIMU.
Performance
GUT vs. HIMU - Performance Comparison
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Returns By Period
In the year-to-date period, GUT achieves a 12.82% return, which is significantly higher than HIMU's 3.66% return.
GUT
- 1D
- 2.05%
- 1M
- 4.67%
- YTD
- 12.82%
- 6M
- 12.82%
- 1Y
- 24.54%
- 3Y*
- 9.46%
- 5Y*
- 5.98%
- 10Y*
- 9.53%
HIMU
- 1D
- 0.26%
- 1M
- 2.47%
- YTD
- 3.66%
- 6M
- 3.75%
- 1Y
- 7.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GUT vs. HIMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GUT The Gabelli Utility Trust | 12.82% | 21.75% |
HIMU iShares High Yield Muni Active ETF | 3.66% | 1.48% |
Correlation
The correlation between GUT and HIMU is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2025 | 0.01 |
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Return for Risk
GUT vs. HIMU — Risk / Return Rank
GUT
HIMU
GUT vs. HIMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Gabelli Utility Trust (GUT) and iShares High Yield Muni Active ETF (HIMU). 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.
| GUT | HIMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.32 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.56 | 2.24 | +2.33 |
| Martin ratioReturn relative to average drawdown | 15.13 | 7.03 | +8.10 |
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Drawdowns
GUT vs. HIMU - Drawdown Comparison
The maximum GUT drawdown since its inception was -52.79%, which is greater than HIMU's maximum drawdown of -8.01%. Use the drawdown chart below to compare losses from any high point for GUT and HIMU.
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Drawdown Indicators
| GUT | HIMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.79% | -8.01% | -44.78% |
Max Drawdown (1Y)Largest decline over 1 year | -5.40% | -3.29% | -2.11% |
Max Drawdown (3Y)Largest decline over 3 years | -30.63% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -33.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.21% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -1.69% | -6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.04% | +0.59% |
Volatility
GUT vs. HIMU - Volatility Comparison
The Gabelli Utility Trust (GUT) has a higher volatility of 3.56% compared to iShares High Yield Muni Active ETF (HIMU) at 0.99%. This indicates that GUT's price experiences larger fluctuations and is considered to be riskier than HIMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GUT | HIMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 0.99% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 3.23% | +7.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.85% | 4.42% | +10.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 7.31% | +14.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.80% | 7.31% | +16.49% |
GUT vs. HIMU - Expense Ratio Comparison
GUT has a 0.01% expense ratio, which is lower than HIMU's 0.42% expense ratio.
Dividends
GUT vs. HIMU - Dividend Comparison
GUT's dividend yield for the trailing twelve months is around 9.26%, more than HIMU's 5.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUT The Gabelli Utility Trust | 9.26% | 9.95% | 11.73% | 11.07% | 7.99% | 7.28% | 7.39% | 7.72% | 10.10% | 8.45% | 9.52% | 10.53% |
HIMU iShares High Yield Muni Active ETF | 5.10% | 4.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GUT and HIMU have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GUT has higher volatility (3.56%) compared to HIMU (0.99%). In terms of maximum drawdown, GUT dropped -52.79% vs HIMU's -8.01%.
GUT currently has the higher Sharpe Ratio (1.66 vs 1.66), 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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