ARTY vs UTG
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and Reaves Utility Income Fund (UTG, ETF).
5-Year PerformanceUTG has outperformed ARTY, delivering a return of +10.8% compared to +10.6%
ARTY vs UTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ARTY vs UTG - Historical Returns
Returns include dividend reinvestment.
ARTY vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | UTG |
|---|---|---|
| 2026 | +38.67% | +12.41% |
| 2025 | +29.45% | +22.37% |
| 2024 | +10.75% | +26.78% |
| 2023 | +35.02% | +1.15% |
| 2022 | -38.41% | -13.56% |
| 2021 | +6.59% | +14.73% |
| 2020 | +45.71% | -5.97% |
| 2019 | +33.74% | +34.02% |
| 2018 | -14.31% | +2.33% |
| 2017 | N/A | +5.13% |
| 2016 | N/A | +29.83% |
| 2015 | N/A | -13.79% |
| 2014 | N/A | +39.83% |
| 2013 | N/A | +10.08% |
| 2012 | N/A | +1.56% |
| 2011 | N/A | +23.57% |
| 2010 | N/A | +24.97% |
| 2009 | N/A | +61.39% |
| 2008 | N/A | -48.71% |
| 2007 | N/A | +13.03% |
| 2006 | N/A | +31.94% |
| 2005 | N/A | +3.28% |
| 2004 | N/A | +5.01% |
ARTY vs UTG Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The current ARTY drawdown is -14.79%. The current UTG drawdown is -5.89%.
| Rank | ARTY | UTG |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -67.75% Jan 11, 2008 - Jul 30, 2010 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -22.66% Feb 3, 2015 - May 12, 2016 |
| #5 | -15.07% Jun 2, 2026 - Jun 10, 2026 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -20.10% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -15.96% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -7.96% May 11, 2026 - May 26, 2026 | -15.30% May 21, 2007 - Oct 31, 2007 |
| #10 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -14.92% Sep 7, 2005 - Jul 26, 2006 |
| #12 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -13.54% May 17, 2013 - Feb 11, 2014 |
| #13 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #14 | -3.62% Apr 24, 2026 - May 1, 2026 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
| #15 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -11.30% Sep 3, 2021 - Apr 20, 2022 |
Correlation
Correlation between ARTY and UTG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ARTY vs UTG dividend yield comparison.
| Year | ARTY | UTG |
|---|---|---|
| 2026 | 0.06% | 2.46% |
| 2025 | 0.00% | 6.42% |
| 2024 | 0.50% | 7.19% |
| 2023 | 0.88% | 8.53% |
| 2022 | 0.75% | 8.07% |
| 2021 | 2.41% | 6.35% |
| 2020 | 0.53% | 6.59% |
| 2019 | 0.69% | 5.69% |
| 2018 | 0.34% | 6.86% |
| 2017 | 0.00% | 6.21% |
| 2016 | 0.00% | 9.02% |
| 2015 | 0.00% | 6.86% |
| 2014 | 0.00% | 5.06% |
| 2013 | 0.00% | 6.31% |
| 2012 | 0.00% | 6.30% |
| 2011 | 0.00% | 6.49% |
| 2010 | 0.00% | 6.17% |
| 2009 | 0.00% | 7.78% |
| 2008 | 0.00% | 13.58% |
| 2007 | 0.00% | 8.08% |
| 2006 | 0.00% | 5.47% |
| 2005 | 0.00% | 7.65% |
| 2004 | 0.00% | 4.88% |
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