UTG vs. UTF
Compare and contrast key facts about Reaves Utility Income Trust (UTG) and Cohen & Steers Infrastructure Fund, Inc (UTF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTG or UTF.
Key characteristics
| UTG | UTF | |
|---|---|---|
| YTD Return | 18.83% | 26.08% |
| 1Y Return | 27.29% | 31.49% |
| 3Y Return (Ann) | 1.99% | 2.96% |
| 5Y Return (Ann) | 3.50% | 6.83% |
| 10Y Return (Ann) | 8.67% | 8.97% |
| Sharpe Ratio | 1.83 | 1.49 |
| Daily Std Dev | 14.97% | 19.75% |
| Max Drawdown | -67.72% | -72.63% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| UTG | UTF |
|---|
Correlation
The correlation between UTG and UTF 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
UTG vs. UTF - Performance Comparison
In the year-to-date period, UTG achieves a 18.83% return, which is significantly lower than UTF's 26.08% return. Both investments have delivered pretty close results over the past 10 years, with UTG having a 8.67% annualized return and UTF not far ahead at 8.97%. 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
UTG vs. UTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Reaves Utility Income Trust (UTG) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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
UTG vs. UTF - Dividend Comparison
UTG's dividend yield for the trailing twelve months is around 7.53%, more than UTF's 7.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTG Reaves Utility Income Trust | 7.53% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.54% | 9.42% | 7.14% | 5.36% | 6.67% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.33% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
Drawdowns
UTG vs. UTF - Drawdown Comparison
The maximum UTG drawdown since its inception was -67.72%, smaller than the maximum UTF drawdown of -72.63%. Use the drawdown chart below to compare losses from any high point for UTG and UTF. For additional features, visit the drawdowns tool.
Volatility
UTG vs. UTF - Volatility Comparison
The current volatility for Reaves Utility Income Trust (UTG) is 2.10%, while Cohen & Steers Infrastructure Fund, Inc (UTF) has a volatility of 3.22%. This indicates that UTG experiences smaller price fluctuations and is considered to be less risky than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UTG vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Reaves Utility Income Trust and Cohen & Steers Infrastructure Fund, Inc. 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