UTG vs. VNQ

In the year-to-date period, UTG achieves a 8.73% return, which is significantly higher than VNQ's -0.66% return. Over the past 10 years, UTG has outperformed VNQ with an annualized return of 9.57%, while VNQ has yielded a comparatively lower 4.93% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Reaves Utility Income Trust (UTG) and Vanguard Real Estate ETF (VNQ). 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.

The current UTG Sharpe Ratio is 1.55, which is higher than the VNQ Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of UTG and VNQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UTG's dividend yield for the trailing twelve months is around 6.73%, more than VNQ's 4.15% yield.

The maximum UTG drawdown since its inception was -67.57%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for UTG and VNQ. For additional features, visit the drawdowns tool.

Reaves Utility Income Trust (UTG) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.18% and 4.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.