UTF vs. EPD
UTF (Cohen & Steers Infrastructure Fund, Inc) and EPD (Enterprise Products Partners L.P.) are both stocks. UTF operates in Asset Management (Financial Services), while EPD operates in Oil & Gas Midstream (Energy). Over the past 10 years, UTF returned 11.45%/yr vs 10.45%/yr for EPD. At a 0.38 correlation, their price movements are largely independent.
Performance
UTF vs. EPD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UTF achieves a 15.84% return, which is significantly lower than EPD's 20.66% return. Over the past 10 years, UTF has outperformed EPD with an annualized return of 11.45%, while EPD has yielded a comparatively lower 10.45% annualized return.
UTF
- 1D
- -0.22%
- 1M
- 0.98%
- YTD
- 15.84%
- 6M
- 18.47%
- 1Y
- 12.54%
- 3Y*
- 16.15%
- 5Y*
- 6.54%
- 10Y*
- 11.45%
EPD
- 1D
- -0.77%
- 1M
- 0.89%
- YTD
- 20.66%
- 6M
- 18.26%
- 1Y
- 27.33%
- 3Y*
- 21.14%
- 5Y*
- 16.72%
- 10Y*
- 10.45%
UTF vs. EPD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 15.84% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
EPD Enterprise Products Partners L.P. | 20.66% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
Correlation
The correlation between UTF and EPD is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 12, 2004 | 0.38 |
The correlation between UTF and EPD shifts across timeframes, from 0.23 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UTF:
$2.62B
EPD:
$82.06B
UTF:
$6.79
EPD:
$2.69
UTF:
3.99
EPD:
13.93
UTF:
0.03
EPD:
2.24
UTF:
6.78
EPD:
1.59
UTF:
$387.16M
EPD:
$51.57B
UTF:
$388.42M
EPD:
$7.31B
UTF:
$765.72M
EPD:
$10.11B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UTF vs. EPD — Risk / Return Rank
UTF
EPD
UTF vs. EPD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Enterprise Products Partners L.P. (EPD). 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.
| UTF | EPD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 3.63 | -2.41 |
| Martin ratioReturn relative to average drawdown | 2.49 | 11.00 | -8.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UTF | EPD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.74 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.98 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.43 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.54 | -0.08 |
Drawdowns
UTF vs. EPD - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than EPD's maximum drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for UTF and EPD.
Loading charts...
Drawdown Indicators
| UTF | EPD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.62% | -58.78% | -13.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -7.56% | -2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -15.40% | -5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -18.06% | -12.22% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -58.04% | +5.51% |
Current DrawdownCurrent decline from peak | -0.62% | -5.73% | +5.11% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -10.13% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 2.49% | +2.56% |
Volatility
UTF vs. EPD - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 2.67%, while Enterprise Products Partners L.P. (EPD) has a volatility of 6.17%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UTF | EPD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 6.17% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 13.16% | -4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 15.81% | -3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 17.23% | +1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.36% | 24.16% | -0.80% |
Dividends
UTF vs. EPD - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 6.90%, more than EPD's 5.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 5.84% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.90% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
UTF vs. EPD - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Infrastructure Fund, Inc and Enterprise Products Partners L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
UTF and EPD have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPD has higher volatility (6.17%) compared to UTF (2.67%). In terms of maximum drawdown, UTF dropped -72.62% vs EPD's -58.78%.
EPD currently has the higher Sharpe Ratio (1.74 vs 1.02), 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.
Find the right allocation for UTF and EPD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer