GLU vs SPY
Comparison between Gabelli Global Utility & Income Trust. (GLU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed GLU, delivering a return of +13.3% compared to +4.5%
GLU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GLU vs SPY - Historical Returns
Returns include dividend reinvestment.
GLU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | GLU | SPY |
|---|---|---|
| 2026 | +1.62% | +8.26% |
| 2025 | +36.68% | +18.00% |
| 2024 | +23.41% | +25.59% |
| 2023 | +0.32% | +26.72% |
| 2022 | -28.75% | -18.64% |
| 2021 | +22.51% | +30.52% |
| 2020 | +4.60% | +17.28% |
| 2019 | +24.85% | +31.09% |
| 2018 | -18.99% | -5.24% |
| 2017 | +33.24% | +20.78% |
| 2016 | +10.68% | +13.59% |
| 2015 | -8.14% | +1.31% |
| 2014 | +5.28% | +14.56% |
| 2013 | +0.77% | +29.00% |
| 2012 | +3.43% | +14.17% |
| 2011 | +10.21% | +0.85% |
| 2010 | +10.14% | +13.14% |
| 2009 | +28.14% | +22.67% |
| 2008 | -26.01% | -36.25% |
| 2007 | +11.31% | +5.32% |
| 2006 | +31.52% | +13.85% |
| 2005 | -2.41% | +5.32% |
| 2004 | +1.22% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
GLU vs SPY Drawdown Comparison
The maximum drawdown for GLU was -50.51%, occurring on Mar 9, 2009. Recovery took 480 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current GLU drawdown is -10.10%. The current SPY drawdown is -2.90%.
| Rank | GLU | SPY |
|---|---|---|
| #1 | -50.51% Jan 11, 2008 - Dec 7, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.54% Feb 24, 2020 - Jan 6, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -38.34% May 11, 2021 - May 16, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.24% Apr 29, 2013 - Apr 10, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.56% Feb 2, 2018 - Dec 19, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.57% Jul 1, 2011 - Oct 10, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.91% May 18, 2007 - Oct 29, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.63% Apr 26, 2010 - Oct 5, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.79% Jan 6, 2010 - Apr 23, 2010 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.73% Feb 26, 2026 - Mar 20, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.67% Sep 27, 2005 - Jul 13, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.04% May 26, 2004 - Nov 16, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.31% Dec 16, 2011 - Jul 31, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.00% Feb 14, 2005 - Jun 30, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.79% Oct 14, 2011 - Nov 16, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between GLU and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
GLU vs SPY dividend yield comparison.
| Year | GLU | SPY |
|---|---|---|
| 2026 | 2.88% | 0.24% |
| 2025 | 6.23% | 1.07% |
| 2024 | 8.00% | 1.21% |
| 2023 | 9.10% | 1.40% |
| 2022 | 8.52% | 1.65% |
| 2021 | 5.70% | 1.20% |
| 2020 | 6.51% | 1.52% |
| 2019 | 6.36% | 1.75% |
| 2018 | 7.45% | 2.04% |
| 2017 | 5.63% | 1.80% |
| 2016 | 7.14% | 2.03% |
| 2015 | 7.22% | 2.06% |
| 2014 | 6.17% | 1.87% |
| 2013 | 5.99% | 1.81% |
| 2012 | 5.75% | 2.18% |
| 2011 | 5.70% | 2.05% |
| 2010 | 5.87% | 1.80% |
| 2009 | 6.18% | 1.95% |
| 2008 | 7.55% | 3.02% |
| 2007 | 7.10% | 1.85% |
| 2006 | 5.44% | 1.73% |
| 2005 | 9.18% | 1.73% |
| 2004 | 3.06% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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