QQQI vs. UTG
QQQI (NEOS Nasdaq-100 High Income ETF) is Nasdaq-100 fund actively managed by Neos, while UTG (Reaves Utility Income Trust) is a stock. Over the past year, QQQI returned 25.86% vs 23.56% for UTG. At a 0.33 correlation, their price movements are largely independent.
Performance
QQQI vs. UTG - Performance Comparison
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Returns By Period
In the year-to-date period, QQQI achieves a 10.58% return, which is significantly lower than UTG's 13.63% return.
QQQI
- 1D
- 0.70%
- 1M
- 0.26%
- YTD
- 10.58%
- 6M
- 11.20%
- 1Y
- 25.86%
- 3Y*
- —
- 5Y*
- —
- 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%
QQQI vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
QQQI NEOS Nasdaq-100 High Income ETF | 10.58% | 18.62% | 19.44% |
UTG Reaves Utility Income Trust | 13.63% | 23.24% | 29.90% |
Correlation
The correlation between QQQI and UTG is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2024 | 0.33 |
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Return for Risk
QQQI vs. UTG — Risk / Return Rank
QQQI
UTG
QQQI vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Nasdaq-100 High Income ETF (QQQI) 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.
| QQQI | UTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 2.04 | +0.66 |
| Martin ratioReturn relative to average drawdown | 11.63 | 4.45 | +7.18 |
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Drawdowns
QQQI vs. UTG - Drawdown Comparison
The maximum QQQI drawdown since its inception was -20.00%, smaller than the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for QQQI and UTG.
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Drawdown Indicators
| QQQI | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.00% | -67.77% | +47.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -11.59% | +1.98% |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.03% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.54% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.91% | — |
Current DrawdownCurrent decline from peak | -2.69% | -6.18% | +3.49% |
Average DrawdownAverage peak-to-trough decline | -2.21% | -8.74% | +6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 5.31% | -3.08% |
Volatility
QQQI vs. UTG - Volatility Comparison
NEOS Nasdaq-100 High Income ETF (QQQI) and Reaves Utility Income Trust (UTG) have volatilities of 6.10% and 6.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQI | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 6.31% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.35% | 13.12% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 16.96% | -2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 16.87% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.34% | 21.61% | -4.27% |
Dividends
QQQI vs. UTG - Dividend Comparison
QQQI's dividend yield for the trailing twelve months is around 13.53%, more than UTG's 5.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQI NEOS Nasdaq-100 High Income ETF | 13.53% | 13.82% | 12.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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% |
Frequently Asked Questions
QQQI and UTG have a correlation of 0.38, 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 QQQI (6.10%). In terms of maximum drawdown, QQQI dropped -20.00% vs UTG's -67.77%.
QQQI currently has the higher Sharpe Ratio (1.84 vs 1.40), 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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