PUI vs. UTG
Compare and contrast key facts about Invesco DWA Utilities Momentum ETF (PUI) and Reaves Utility Income Trust (UTG).
PUI is a passively managed fund by Invesco that tracks the performance of the DWA Utilities Technical Leaders Index. It was launched on Oct 26, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PUI or UTG.
Performance
PUI vs. UTG - Performance Comparison
Returns By Period
In the year-to-date period, PUI achieves a 34.98% return, which is significantly lower than UTG's 37.39% return. Over the past 10 years, PUI has underperformed UTG with an annualized return of 8.84%, while UTG has yielded a comparatively higher 9.32% annualized return.
PUI
34.98%
5.66%
20.90%
38.52%
7.26%
8.84%
UTG
37.39%
5.87%
29.63%
42.35%
6.13%
9.32%
Key characteristics
| PUI | UTG | |
|---|---|---|
| Sharpe Ratio | 2.80 | 3.19 |
| Sortino Ratio | 3.84 | 4.22 |
| Omega Ratio | 1.49 | 1.56 |
| Calmar Ratio | 2.16 | 2.72 |
| Martin Ratio | 16.27 | 16.72 |
| Ulcer Index | 2.43% | 2.58% |
| Daily Std Dev | 14.12% | 13.51% |
| Max Drawdown | -43.20% | -67.51% |
| Current Drawdown | 0.00% | 0.00% |
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Correlation
The correlation between PUI and UTG is 0.59, 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.
Risk-Adjusted Performance
PUI vs. UTG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Utilities Momentum ETF (PUI) 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.
Dividends
PUI vs. UTG - Dividend Comparison
PUI's dividend yield for the trailing twelve months is around 1.93%, less than UTG's 6.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUI Invesco DWA Utilities Momentum ETF | 1.93% | 2.36% | 2.16% | 2.04% | 2.42% | 2.02% | 1.88% | 2.98% | 3.35% | 2.82% | 2.13% | 2.53% |
UTG Reaves Utility Income Trust | 6.63% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.54% | 9.42% | 7.29% | 5.53% | 6.85% |
Drawdowns
PUI vs. UTG - Drawdown Comparison
The maximum PUI drawdown since its inception was -43.20%, smaller than the maximum UTG drawdown of -67.51%. Use the drawdown chart below to compare losses from any high point for PUI and UTG. For additional features, visit the drawdowns tool.
Volatility
PUI vs. UTG - Volatility Comparison
Invesco DWA Utilities Momentum ETF (PUI) has a higher volatility of 4.92% compared to Reaves Utility Income Trust (UTG) at 4.49%. This indicates that PUI'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.