UTF vs. SPHD
Compare and contrast key facts about Cohen & Steers Infrastructure Fund, Inc (UTF) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTF or SPHD.
Correlation
The correlation between UTF and SPHD is 0.56, 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.
Performance
UTF vs. SPHD - Performance Comparison
Key characteristics
UTF:
1.24
SPHD:
1.46
UTF:
1.84
SPHD:
2.03
UTF:
1.22
SPHD:
1.26
UTF:
1.19
SPHD:
1.88
UTF:
4.29
SPHD:
5.63
UTF:
4.05%
SPHD:
2.93%
UTF:
13.98%
SPHD:
11.32%
UTF:
-72.65%
SPHD:
-41.39%
UTF:
0.00%
SPHD:
-2.29%
Returns By Period
In the year-to-date period, UTF achieves a 8.69% return, which is significantly higher than SPHD's 4.37% return. Over the past 10 years, UTF has outperformed SPHD with an annualized return of 9.63%, while SPHD has yielded a comparatively lower 8.55% annualized return.
UTF
8.69%
4.63%
2.45%
16.55%
16.95%
9.63%
SPHD
4.37%
-0.79%
0.41%
17.04%
16.49%
8.55%
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Risk-Adjusted Performance
UTF vs. SPHD — Risk-Adjusted Performance Rank
UTF
SPHD
UTF vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). 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
UTF vs. SPHD - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 7.26%, more than SPHD's 3.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 7.26% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.26% | 3.41% | 4.48% | 3.89% | 3.45% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
UTF vs. SPHD - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.65%, which is greater than SPHD's maximum drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for UTF and SPHD. For additional features, visit the drawdowns tool.
Volatility
UTF vs. SPHD - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 4.09%, while Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) has a volatility of 4.77%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than SPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.