UTG vs. UTF
UTG (Reaves Utility Income Trust) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, UTG returned 9.50%/yr vs 11.45%/yr for UTF. Their 0.56 correlation means they have sometimes moved together and sometimes differently.
Performance
UTG vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, UTG achieves a 8.41% return, which is significantly lower than UTF's 19.89% return. Over the past 10 years, UTG has underperformed UTF with an annualized return of 9.50%, while UTF has yielded a comparatively higher 11.45% annualized return.
UTG
- 1D
- 0.13%
- 1M
- -2.86%
- 6M
- 6.23%
- YTD
- 8.41%
- 1Y
- 7.16%
- 3Y*
- 20.72%
- 5Y*
- 9.45%
- 10Y*
- 9.50%
- ALL TIME*
- 10.76%
UTF
- 1D
- -0.32%
- 1M
- 1.14%
- 6M
- 11.54%
- YTD
- 19.89%
- 1Y
- 13.64%
- 3Y*
- 16.28%
- 5Y*
- 7.50%
- 10Y*
- 11.45%
- ALL TIME*
- 11.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.83M | $6.41M | $7.57M | |
| $13.12M | $11.15M | $10.73M |
UTG vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTG Reaves Utility Income Trust | 8.41% | 23.24% | 28.10% | 2.84% | -13.38% | 14.26% | -5.25% | 33.65% | 1.84% | 6.74% |
UTF Cohen & Steers Infrastructure Fund, Inc | 19.89% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between UTG and UTF is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since May 11, 2004 | 0.56 |
The correlation between UTG and UTF shifts across timeframes, from 0.45 (1 year) to 0.61 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UTG:
$3.52B
UTF:
$2.68B
UTG:
$22.08
UTF:
$6.79
UTG:
1.74
UTF:
4.08
UTG:
0.01
UTF:
0.03
UTG:
6.58
UTF:
6.93
UTG:
0.88
UTF:
0.94
UTG:
$532.00M
UTF:
$387.16M
UTG:
$478.68M
UTF:
$388.42M
UTG:
$2.08B
UTF:
$765.72M
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Return for Risk
UTG vs. UTF — Risk / Return Rank
UTG
UTF
UTG vs. UTF - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UTG | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.33 | -0.75 |
| Martin ratioReturn relative to average drawdown | 1.21 | 2.71 | -1.49 |
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Drawdowns
UTG vs. UTF - Drawdown Comparison
The maximum UTG drawdown since its inception was -67.77%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for UTG and UTF.
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Drawdown Indicators
| UTG | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.77% | -72.62% | +4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -10.33% | -2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -19.00% | +4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -30.28% | +3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -47.91% | -52.53% | +4.62% |
Current DrawdownCurrent decline from peak | -10.48% | -1.32% | -9.16% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -10.30% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 5.05% | +0.86% |
Volatility
UTG vs. UTF - Volatility Comparison
Reaves Utility Income Trust (UTG) has a higher volatility of 5.23% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.33%. This indicates that UTG's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTG | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 2.33% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 14.08% | 7.97% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 12.47% | +5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 18.20% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.71% | 23.30% | -1.59% |
Dividends
UTG vs. UTF - Dividend Comparison
UTG's dividend yield for the trailing twelve months is around 6.26%, less than UTF's 6.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 6.84% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
UTG Reaves Utility Income Trust | 6.26% | 6.42% | 7.19% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.21% | 9.02% | 6.86% |
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
Frequently Asked Questions
UTG and UTF have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTG has higher volatility (5.23%) compared to UTF (2.33%). In terms of maximum drawdown, UTG dropped -67.77% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.10 vs 0.40), 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.
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