UTF vs. VOO
Compare and contrast key facts about Cohen & Steers Infrastructure Fund, Inc (UTF) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTF or VOO.
Correlation
The correlation between UTF and VOO 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. VOO - Performance Comparison
Key characteristics
UTF:
1.17
VOO:
0.54
UTF:
1.59
VOO:
0.88
UTF:
1.23
VOO:
1.13
UTF:
1.61
VOO:
0.55
UTF:
4.61
VOO:
2.27
UTF:
4.18%
VOO:
4.55%
UTF:
16.29%
VOO:
19.19%
UTF:
-72.62%
VOO:
-33.99%
UTF:
-3.13%
VOO:
-9.90%
Returns By Period
In the year-to-date period, UTF achieves a 6.36% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, UTF has underperformed VOO with an annualized return of 9.22%, while VOO has yielded a comparatively higher 12.07% annualized return.
UTF
6.36%
1.25%
1.71%
15.53%
11.93%
9.22%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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Risk-Adjusted Performance
UTF vs. VOO — Risk-Adjusted Performance Rank
UTF
VOO
UTF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 7.47%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 7.47% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UTF vs. VOO - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UTF and VOO. For additional features, visit the drawdowns tool.
Volatility
UTF vs. VOO - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 10.60%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.