THQ vs. UTG
THQ (Abrdn Healthcare Opportunities Fund) is Health & Biotech Equities fund managed by Aberdeen, while UTG (Reaves Utility Income Trust) is a stock. Over the past 10 years, THQ returned 9.22%/yr vs 9.43%/yr for UTG. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
THQ vs. UTG - Performance Comparison
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Returns By Period
In the year-to-date period, THQ achieves a 4.81% return, which is significantly lower than UTG's 8.27% return. Both investments have delivered pretty close results over the past 10 years, with THQ having a 9.22% annualized return and UTG not far ahead at 9.43%.
THQ
- 1D
- -0.53%
- 1M
- -0.31%
- 6M
- 3.77%
- YTD
- 4.81%
- 1Y
- 30.09%
- 3Y*
- 10.44%
- 5Y*
- 3.90%
- 10Y*
- 9.22%
- ALL TIME*
- 7.96%
UTG
- 1D
- 0.65%
- 1M
- -2.98%
- 6M
- 4.86%
- YTD
- 8.27%
- 1Y
- 7.03%
- 3Y*
- 19.80%
- 5Y*
- 9.49%
- 10Y*
- 9.43%
- ALL TIME*
- 10.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.38M | $4.74M | $3.75M | |
| $12.10M | $10.96M | $10.49M |
THQ vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | 4.81% | 13.88% | 15.51% | -1.62% | -17.53% | 33.39% | 15.20% | 22.70% | 3.41% | 21.84% |
UTG Reaves Utility Income Trust | 8.27% | 23.24% | 28.10% | 2.84% | -13.38% | 14.26% | -5.25% | 33.65% | 1.84% | 6.74% |
Correlation
The correlation between THQ and UTG is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 2014 | 0.39 |
Over the past year, the correlation between THQ and UTG has dropped to 0.10 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
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Return for Risk
THQ vs. UTG — Risk / Return Rank
THQ
UTG
THQ vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Healthcare Opportunities Fund (THQ) 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.
| THQ | UTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.23 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.08 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.54 | +1.20 |
| Martin ratioReturn relative to average drawdown | 5.95 | 1.16 | +4.79 |
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Drawdowns
THQ vs. UTG - Drawdown Comparison
The maximum THQ drawdown since its inception was -39.35%, smaller than the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for THQ and UTG.
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Drawdown Indicators
| THQ | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.35% | -67.77% | +28.42% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -12.51% | -4.23% |
Max Drawdown (3Y)Largest decline over 3 years | -25.86% | -14.95% | -10.91% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -26.54% | -5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -47.91% | +8.56% |
Current DrawdownCurrent decline from peak | -1.37% | -10.60% | +9.23% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -8.72% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 5.87% | -0.97% |
Volatility
THQ vs. UTG - Volatility Comparison
The current volatility for Abrdn Healthcare Opportunities Fund (THQ) is 4.57%, while Reaves Utility Income Trust (UTG) has a volatility of 5.22%. This indicates that THQ experiences smaller price fluctuations and is considered to be less risky than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| THQ | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 5.22% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.68% | 14.11% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 18.00% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 17.17% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 21.70% | -1.17% |
Dividends
THQ vs. UTG - Dividend Comparison
THQ's dividend yield for the trailing twelve months is around 11.53%, more than UTG's 6.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | 11.53% | 11.29% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% |
UTG Reaves Utility Income Trust | 6.27% | 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
THQ and UTG have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTG has higher volatility (5.22%) compared to THQ (4.57%). In terms of maximum drawdown, THQ dropped -39.35% vs UTG's -67.77%.
THQ currently has the higher Sharpe Ratio (1.61 vs 0.38), 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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