RNRG vs. UTG
Compare and contrast key facts about Global X Funds Global X Renewable Energy Producers ETF (RNRG) and Reaves Utility Income Trust (UTG).
RNRG is a passively managed fund by Global X that tracks the performance of the Indxx Renewable Energy Producers Index. It was launched on May 28, 2015.
Performance
RNRG vs. UTG - Performance Comparison
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RNRG vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNRG Global X Funds Global X Renewable Energy Producers ETF | 11.62% | 29.61% | -22.00% | -12.82% | -15.30% | -12.78% | 26.67% | 37.04% | -6.22% | 21.16% |
UTG Reaves Utility Income Trust | 9.79% | 23.24% | 28.10% | 2.84% | -13.38% | 14.26% | -5.25% | 33.65% | 1.84% | 6.74% |
Returns By Period
In the year-to-date period, RNRG achieves a 11.62% return, which is significantly higher than UTG's 9.79% return. Over the past 10 years, RNRG has underperformed UTG with an annualized return of 4.31%, while UTG has yielded a comparatively higher 10.48% annualized return.
RNRG
- 1D
- 0.50%
- 1M
- -0.12%
- YTD
- 11.62%
- 6M
- 15.26%
- 1Y
- 47.91%
- 3Y*
- 1.37%
- 5Y*
- -3.90%
- 10Y*
- 4.31%
UTG
- 1D
- 1.25%
- 1M
- -4.85%
- YTD
- 9.79%
- 6M
- 3.19%
- 1Y
- 29.33%
- 3Y*
- 20.55%
- 5Y*
- 11.40%
- 10Y*
- 10.48%
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Return for Risk
RNRG vs. UTG — Risk / Return Rank
RNRG
UTG
RNRG vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Funds Global X Renewable Energy Producers ETF (RNRG) 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.
| RNRG | UTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.66 | 1.55 | +1.10 |
Sortino ratioReturn per unit of downside risk | 3.40 | 1.87 | +1.53 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.30 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 5.33 | 2.52 | +2.80 |
Martin ratioReturn relative to average drawdown | 22.94 | 5.60 | +17.34 |
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
| RNRG | UTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.66 | 1.55 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.69 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.49 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.47 | -0.43 |
Correlation
The correlation between RNRG and UTG is 0.41, 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.
Dividends
RNRG vs. UTG - Dividend Comparison
RNRG's dividend yield for the trailing twelve months is around 1.35%, less than UTG's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNRG Global X Funds Global X Renewable Energy Producers ETF | 1.35% | 1.50% | 1.48% | 1.44% | 1.15% | 1.10% | 3.16% | 2.97% | 5.22% | 4.14% | 5.02% | 3.48% |
UTG Reaves Utility Income Trust | 5.96% | 6.42% | 7.19% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.21% | 9.02% | 6.86% |
Drawdowns
RNRG vs. UTG - Drawdown Comparison
The maximum RNRG drawdown since its inception was -58.79%, smaller than the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for RNRG and UTG.
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Drawdown Indicators
| RNRG | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.79% | -67.77% | +8.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -12.01% | +2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -26.54% | -25.63% |
Max Drawdown (10Y)Largest decline over 10 years | -58.79% | -47.91% | -10.88% |
Current DrawdownCurrent decline from peak | -33.95% | -4.85% | -29.10% |
Average DrawdownAverage peak-to-trough decline | -24.33% | -8.79% | -15.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 5.41% | -3.10% |
Volatility
RNRG vs. UTG - Volatility Comparison
Global X Funds Global X Renewable Energy Producers ETF (RNRG) and Reaves Utility Income Trust (UTG) have volatilities of 6.29% and 6.36%, 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
| RNRG | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 6.36% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 13.24% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 18.97% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 16.57% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 21.54% | -1.92% |