BAR vs UTES

Comparison between GraniteShares Gold Shares (BAR, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceBAR has outperformed UTES, delivering a return of +18.5% compared to +15.6%

BAR vs UTES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAR(ETF)	UTES(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.17%	0.49%
Max Drawdown	21.53%	35.71%
Sharpe Ratio	1.13	0.37
5Y Beta	0.18	0.72
P/E Ratio	N/A	27.49
Forward P/E	N/A	19.44
PEG Ratio	N/A	1.11
5Y Dividends CAGR	N/A	11.35%
5Y EPS CAGR	N/A	8.87%
Debt to Equity	N/A	218.77%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	3.09

Net Assets

BAR

$1.60B

UTES

$1.60B

Expense Ratio

Winner

BAR

0.17%

UTES

0.49%

Max Drawdown

Winner

BAR

21.53%

UTES

35.71%

Sharpe Ratio

Winner

BAR

1.13

UTES

0.37

5Y Beta

Winner

BAR

0.18

UTES

0.72

P/E Ratio

BAR

N/A

UTES

27.49

Forward P/E

BAR

N/A

UTES

19.44

PEG Ratio

BAR

N/A

UTES

1.11

5Y Dividends CAGR

BAR

N/A

UTES

11.35%

5Y EPS CAGR

BAR

N/A

UTES

8.87%

Debt to Equity

BAR

N/A

UTES

218.77%

P/S Ratio

BAR

N/A

UTES

3.06

P/B Ratio

BAR

N/A

UTES

3.09

BAR vs UTES - Historical Returns

Returns include dividend reinvestment.

Period	BAR	UTES
1 month	-2.84%	-6.81%
3 months	-16.05%	-7.29%
6 months	+5.60%	-4.16%
1 year	+32.27%	+7.71%
5 years(CAGR)	+18.49%	+15.56%
10 years(CAGR)	+14.80%	+12.52%
Max(CAGR)	+14.80%	+13.69%

Winner

BAR

-2.84%

UTES

-6.81%

BAR

-16.05%

Winner

UTES

-7.29%

Winner

BAR

+5.60%

UTES

-4.16%

Winner

BAR

+32.27%

UTES

+7.71%

5Y(CAGR)

Winner

BAR

+18.49%

UTES

+15.56%

10Y(CAGR)

Winner

BAR

+14.80%

UTES

+12.52%

Max(CAGR)

Winner

BAR

+14.80%

UTES

+13.69%

BAR vs UTES - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BAR	UTES
2026	+3.35%	-2.94%
2025	+61.93%	+22.66%
2024	+27.29%	+43.95%
2023	+12.03%	-1.97%
2022	+0.89%	+1.90%
2021	-6.10%	+23.82%
2020	+24.03%	+1.59%
2019	+18.10%	+27.65%
2018	-2.73%	+6.28%
2017	-1.15%	+14.80%
2016	N/A	+16.95%
2015	N/A	+5.54%

BAR vs UTES Drawdown Comparison

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current BAR drawdown is -17.04%. The current UTES drawdown is -10.18%.

Rank	BAR	UTES
#1	-21.53% Aug 6, 2020 - Dec 27, 2023	-35.37% Feb 18, 2020 - Apr 20, 2021
#2	-19.19% Jan 29, 2026 - Mar 26, 2026	-20.39% Sep 12, 2022 - Apr 25, 2024
#3	-13.46% Jan 24, 2018 - Jun 20, 2019	-17.62% Jan 24, 2025 - May 19, 2025
#4	-12.45% Mar 9, 2020 - Apr 9, 2020	-15.99% Apr 8, 2022 - Aug 12, 2022
#5	-10.05% Oct 20, 2025 - Dec 22, 2025	-13.88% Oct 15, 2025 - Feb 4, 2026
#6	-8.37% Sep 8, 2017 - Jan 24, 2018	-13.20% Nov 27, 2017 - Jul 6, 2018
#7	-8.03% Oct 30, 2024 - Jan 30, 2025	-12.43% Jul 6, 2016 - Mar 24, 2017
#8	-7.10% Apr 21, 2025 - Jun 13, 2025	-10.42% Nov 26, 2024 - Jan 16, 2025
#9	-6.52% Sep 4, 2019 - Jan 6, 2020	-9.80% Dec 31, 2021 - Mar 24, 2022
#10	-5.71% May 20, 2024 - Jul 16, 2024	-8.97% Dec 13, 2018 - Feb 21, 2019
#11	-4.86% Mar 31, 2025 - Apr 10, 2025	-8.59% Sep 2, 2021 - Dec 6, 2021
#12	-4.86% Dec 26, 2025 - Jan 12, 2026	-7.78% Oct 4, 2024 - Nov 18, 2024
#13	-4.84% Jun 13, 2025 - Aug 29, 2025	-6.74% Aug 4, 2025 - Oct 1, 2025
#14	-4.78% Feb 24, 2020 - Mar 5, 2020	-6.63% Sep 30, 2019 - Jan 15, 2020
#15	-4.35% Jul 16, 2024 - Aug 12, 2024	-6.45% May 31, 2024 - Aug 15, 2024