URA vs. UTG
URA (Global X Uranium ETF) is Uranium fund tracking the Solactive Global Uranium & Nuclear Components Total Return Index, while UTG (Reaves Utility Income Trust) is a stock. Over the past 10 years, URA returned 16.35%/yr vs 10.66%/yr for UTG. At a 0.31 correlation, their price movements are largely independent.
Performance
URA vs. UTG - Performance Comparison
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Returns By Period
In the year-to-date period, URA achieves a 11.82% return, which is significantly lower than UTG's 17.89% return. Over the past 10 years, URA has outperformed UTG with an annualized return of 16.35%, while UTG has yielded a comparatively lower 10.66% annualized return.
URA
- 1D
- 1.44%
- 1M
- -2.41%
- YTD
- 11.82%
- 6M
- 9.09%
- 1Y
- 36.15%
- 3Y*
- 34.26%
- 5Y*
- 22.77%
- 10Y*
- 16.35%
UTG
- 1D
- 2.23%
- 1M
- -0.58%
- YTD
- 17.89%
- 6M
- 20.01%
- 1Y
- 28.68%
- 3Y*
- 23.31%
- 5Y*
- 11.90%
- 10Y*
- 10.66%
URA vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
URA Global X Uranium ETF | 11.82% | 67.18% | -0.58% | 46.25% | -11.32% | 57.57% | 41.33% | -3.54% | -22.11% | 19.36% |
UTG Reaves Utility Income Trust | 17.89% | 23.24% | 28.10% | 2.84% | -13.38% | 14.26% | -5.25% | 33.65% | 1.84% | 6.74% |
Correlation
The correlation between URA and UTG is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2010 | 0.31 |
The correlation between URA and UTG shifts across timeframes, from 0.31 (all time) to 0.50 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
URA vs. UTG — Risk / Return Rank
URA
UTG
URA vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Uranium ETF (URA) 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.
| URA | UTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.29 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.52 | -1.49 |
| Martin ratioReturn relative to average drawdown | 2.26 | 5.48 | -3.21 |
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Drawdowns
URA vs. UTG - Drawdown Comparison
The maximum URA drawdown since its inception was -93.54%, which is greater than UTG's maximum drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for URA and UTG.
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Drawdown Indicators
| URA | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.54% | -67.77% | -25.77% |
Max Drawdown (1Y)Largest decline over 1 year | -31.48% | -11.59% | -19.89% |
Max Drawdown (3Y)Largest decline over 3 years | -37.81% | -15.03% | -22.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.90% | -26.54% | -11.36% |
Max Drawdown (10Y)Largest decline over 10 years | -61.45% | -47.91% | -13.54% |
Current DrawdownCurrent decline from peak | -45.78% | -2.65% | -43.13% |
Average DrawdownAverage peak-to-trough decline | -74.91% | -8.73% | -66.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.41% | 5.33% | +9.08% |
Volatility
URA vs. UTG - Volatility Comparison
Global X Uranium ETF (URA) has a higher volatility of 17.77% compared to Reaves Utility Income Trust (UTG) at 6.16%. This indicates that URA'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.
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Volatility by Period
| URA | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.77% | 6.16% | +11.61% |
Volatility (6M)Calculated over the trailing 6-month period | 39.65% | 13.51% | +26.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.29% | 17.27% | +34.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.88% | 16.94% | +26.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.94% | 21.63% | +16.31% |
Dividends
URA vs. UTG - Dividend Comparison
URA's dividend yield for the trailing twelve months is around 4.36%, less than UTG's 5.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URA Global X Uranium ETF | 4.36% | 4.88% | 2.86% | 6.07% | 0.76% | 5.84% | 1.69% | 1.66% | 0.44% | 2.03% | 7.28% | 1.96% |
UTG Reaves Utility Income Trust | 5.70% | 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
URA and UTG have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URA has higher volatility (17.77%) compared to UTG (6.16%). In terms of maximum drawdown, URA dropped -93.54% vs UTG's -67.77%.
UTG currently has the higher Sharpe Ratio (1.70 vs 0.64), 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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