RBLD vs. UTES
Compare and contrast key facts about First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and Virtus Reaves Utilities ETF (UTES).
RBLD and UTES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RBLD is a passively managed fund by First Trust that tracks the performance of the Alerian US NextGen Infrastructure Index - Benchmark TR Net. It was launched on Oct 13, 2008. UTES is an actively managed fund by Virtus Investment Partners. It was launched on Sep 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RBLD or UTES.
Correlation
The correlation between RBLD and UTES is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RBLD vs. UTES - Performance Comparison
Key characteristics
RBLD:
1.52
UTES:
2.68
RBLD:
2.15
UTES:
3.15
RBLD:
1.27
UTES:
1.48
RBLD:
2.23
UTES:
5.28
RBLD:
6.02
UTES:
17.53
RBLD:
3.43%
UTES:
3.45%
RBLD:
13.59%
UTES:
22.62%
RBLD:
-50.07%
UTES:
-35.39%
RBLD:
-6.15%
UTES:
-4.80%
Returns By Period
In the year-to-date period, RBLD achieves a 2.95% return, which is significantly lower than UTES's 8.53% return.
RBLD
2.95%
-2.97%
6.95%
18.77%
8.73%
5.76%
UTES
8.53%
-3.69%
22.64%
59.08%
11.68%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RBLD vs. UTES - Expense Ratio Comparison
RBLD has a 0.65% expense ratio, which is higher than UTES's 0.49% expense ratio.
Risk-Adjusted Performance
RBLD vs. UTES — Risk-Adjusted Performance Rank
RBLD
UTES
RBLD vs. UTES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and Virtus Reaves Utilities ETF (UTES). 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
RBLD vs. UTES - Dividend Comparison
RBLD's dividend yield for the trailing twelve months is around 1.27%, less than UTES's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF | 1.27% | 1.31% | 1.17% | 2.10% | 1.45% | 2.88% | 1.84% | 1.74% | 1.49% | 2.01% | 1.17% | 1.66% |
UTES Virtus Reaves Utilities ETF | 1.39% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.16% | 2.81% | 3.28% | 0.61% | 0.00% |
Drawdowns
RBLD vs. UTES - Drawdown Comparison
The maximum RBLD drawdown since its inception was -50.07%, which is greater than UTES's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for RBLD and UTES. For additional features, visit the drawdowns tool.
Volatility
RBLD vs. UTES - Volatility Comparison
The current volatility for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) is 4.19%, while Virtus Reaves Utilities ETF (UTES) has a volatility of 12.63%. This indicates that RBLD experiences smaller price fluctuations and is considered to be less risky than UTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.