UTF vs. SPYD
Compare and contrast key facts about Cohen & Steers Infrastructure Fund, Inc (UTF) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTF or SPYD.
Key characteristics
| UTF | SPYD | |
|---|---|---|
| YTD Return | 29.24% | 21.62% |
| 1Y Return | 38.33% | 40.68% |
| 3Y Return (Ann) | 3.87% | 8.33% |
| 5Y Return (Ann) | 7.19% | 8.56% |
| Sharpe Ratio | 2.41 | 3.06 |
| Sortino Ratio | 3.56 | 4.33 |
| Omega Ratio | 1.42 | 1.56 |
| Calmar Ratio | 1.74 | 2.12 |
| Martin Ratio | 14.64 | 21.32 |
| Ulcer Index | 2.62% | 1.96% |
| Daily Std Dev | 15.88% | 13.64% |
| Max Drawdown | -72.62% | -46.42% |
| Current Drawdown | -1.53% | -0.11% |
Correlation
The correlation between UTF and SPYD is 0.53, 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. SPYD - Performance Comparison
In the year-to-date period, UTF achieves a 29.24% return, which is significantly higher than SPYD's 21.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UTF vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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. SPYD - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 7.84%, more than SPYD's 4.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 7.84% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.01% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% | 0.00% |
Drawdowns
UTF vs. SPYD - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for UTF and SPYD. For additional features, visit the drawdowns tool.
Volatility
UTF vs. SPYD - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 3.20%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 3.46%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.